Controller

Who We Are:

TrustedTech is a leading Microsoft Cloud Solution Provider (CSP) specializing in Microsoft Cloud services, Microsoft perpetual licensing, and Microsoft Support Services for medium and enterprise-sized businesses. Our robust team of in-house, U.S-based Microsoft architects and engineers are certified in all 6/6 Microsoft Solutions Partner Designations in the Microsoft Cloud Partner Program.

Prioritizing a people-centric mission, TrustedTech has transformed the Microsoft software licensing experience, giving IT professionals complete confidence in the success of their Microsoft investment.

Overview:

The Controller will serve as the senior financial leader at TrustedTech, responsible for overseeing all aspects of accounting operations, financial reporting, and close management. This role is both operational and strategic, encompassing ownership of the month-end close process, management of a distributed accounting team, and responsibility for financial systems architecture as TrustedTech scales through a significant period of technology investment.

The Controller will report directly to the Founder and work cross-functionally with Sales, Operations, Technology, and executive leadership to ensure financial integrity and support decision-making across the business.

Responsibilities:

Close Management & Financial Reporting

• Own the month-end close process end-to-end, ensuring accuracy, completeness, and continuous improvement in close cycle efficiency across all accounting functions.
• Prepare and deliver comprehensive financial reports including business unit-level P&L packages, management reporting, and budget versus actuals analysis for executive and cross-functional stakeholders.
• Ensure compliance with GAAP across all financial reporting, including proper revenue recognition under ASC 606, accrual accounting, and rigorous balance sheet management.
• Oversee accounts receivable, customer billing operations, and data cleanliness across financial reporting systems, ensuring the accuracy and integrity of all transactional and reporting data.
• Monitor financial performance on an ongoing basis, identifying trends, surfacing risks proactively, and translating financial data into actionable operational insights for leadership.

Financial Planning, Budgeting & Forecasting

• Partner with executive leadership on financial planning, budgeting, and forecasting processes, including business unit-level budget development, variance analysis, and rolling forecast management.
• Collaborate with the Founder & CVO and cross-functional leaders on significant financial decisions, providing data-grounded insights and recommendations that support strategic business priorities.
• Identify opportunities to improve cost efficiency and profitability, and proactively surface financial risks that require management attention or strategic response.

Financial Systems Architecture & Implementation

• Serve as Finance’s technical lead and architect across key financial platforms, with primary ownership of NetSuite and leadership of Finance’s participation in major system implementations including NetSuite ARM, Paycom, and other platforms as applicable.
• Manage ongoing financial systems optimization, ensuring platforms are configured to support accurate reporting, efficient close processes, and scalable financial operations as the business grows.
• Partner with Operations and Technology teams on cross-functional system integration initiatives, providing financial systems expertise and ensuring Finance’s requirements are reflected in platform design and implementation decisions.

Team Leadership & Development

• Lead, manage, and develop the accounting team, including onshore staff and offshore resources, building a high-performance, collaborative environment with clear expectations and ongoing coaching.
• Set performance standards, provide regular feedback, and support the professional development of accounting team members, ensuring the team has the skills and capacity to support the business’s growth trajectory.
• Foster a culture of accuracy, accountability, and continuous improvement within the Finance & Accounting function.

Audit, Compliance & Internal Controls

• Coordinate and manage the external audit process, ensuring audit readiness, timely delivery of supporting schedules, and clean financial statement presentation throughout the audit lifecycle.
• Manage banking relationships and serve as the primary Finance point of contact for external financial stakeholders, including lenders, auditors, and other financial partners.
• Maintain, strengthen, and continuously improve internal financial policies, controls, and procedures as TrustedTech scales, ensuring the control environment keeps pace with business growth and complexity.

Required Skills & Qualifications (must-haves):

• 8 years of progressive experience in an accounting or controller role, with demonstrated end-to-end ownership of close processes and financial reporting functions.
• Bachelor’s degree in Accounting, Finance, or a related field; CPA certification preferred.
• Strong technical accounting foundation, including deep GAAP knowledge, ASC 606 revenue recognition, financial statement preparation, and balance sheet management.
• Proficiency in NetSuite or an equivalent ERP system, with experience managing system implementations or significant platform upgrades strongly preferred.
• Experience leading and developing distributed accounting teams, including offshore or outsourced resources, in a remote-first environment.
• Analytical mindset with the ability to identify trends, surface risks, and translate complex financial data into clear, actionable operational insights.
• Proven ability to partner with executive leadership as a trusted financial advisor, not just a technical accounting resource.
• High degree of discretion and confidentiality in handling sensitive financial information across all aspects of the role.

Preferred Skills & Qualifications (nice-to-haves):

• CPA certification, or active progress toward licensure, is strongly preferred.
• Experience in a SaaS, technology, or Microsoft partner environment with familiarity with subscription-based revenue models and the accounting complexities they present.
• Experience managing external auditor relationships and supporting full financial statement audits end-to-end.
• Familiarity with PE-backed, investor-reporting, or lender-covenant compliance environments, including management reporting and financial covenant monitoring.
• Comfort operating in fast-scaling, process-building environments where ambiguity is part of the landscape and operational rigor is built, not inherited.
• Experience working across Finance, Operations, Sales, and Technology in a cross-functional capacity, with strong communication and stakeholder management skills.
• Experience in a remote-first organization with a demonstrated ability to maintain visibility, influence, and team cohesion without in-person presence.

Working Environment & Compensation Details:

• Type: Onsite (Irvine, CA); Monday - Friday
• Working hours: 6:00 am to 3:00 pm PT OR 7:00 am to 4:00 pm PT
• Compensation Range: $190K - $220K (*DOE )

Benefits:

- 100% employer-paid base medical coverage: HMO (CA) | PPO (out-of-state)

- Dental and vision coverage

- 401(k) with 4% company match (fully vested)

- Paid vacation, sick leave, and holidays

- Paid parental leave

- Voluntary benefits (STD*, life/AD&D, accident, critical illness, hospital)

- Employee Assistance Program (EAP)

- Pet discount plans

- Microsoft reimbursement program

(*Short-term Disability available for employees outside California)

*TrustedTech is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, age, national origin, veteran status, disability, sexual orientation/gender identity, or any other characteristic protected by applicable law.*