Controller

We are looking for a Controller for our client in the Raleigh, NC area.

I. Summary

This position will be responsible for aspects of accounting and financial reporting, including

daily accounting entries, periodic reporting, and managing the internal control environment

as detailed in the functions below. This position will have direct reporting obligations to both

the PTC President and the Broadcrest CFO.

The Controller is expected to be present on-site at PTC Headquarters, or branch locations

(as necessary), daily.

II. Functions

The Controller will be responsible for multiple functions on a periodic basis. The following is

an outline of initial responsibilities and may evolve over time according to the needs of the

business.

Daily

Reconciliation of technician production and related billing

Posting of daily production to Quickbooks for revenue recognition

Review of charges to Ramp expense account

Entering of approved invoices into accounts payable.

Weekly

Review of technician commission calculations

Payment of vendors

Review and approval of payroll

Review of accounts receivable

Preparation of cash forecast

Ensure bank accounts are properly funded

Monthly

Record all monthly closing entries, including accruals

Perform initial review of monthly financial statements and provide reporting package to PTC President and Broadcrest, including:

Monthly Financial Statements and balance sheet support

Budget to Actual Comparison

Summary of financial highlights

KPI Dashboard

Annually

Oversee renewal of insurance programs

Oversee renewal of employee benefit plans

Perform year-end closing of books and provide financial reporting package to

Broadcrest

Lead the facilitation of annual financial statement audit and tax return with external CPA firm

Create operating and capex budget for the following fiscal year

Coordinate tax projections with external CPA firm

III. Initial Goals

To ensure the success of the position and the business, the following are the initial goals

that are expected to meet on the timelines as outlined.

First 30 Days

Facilitate completion of 2024 audit and tax return (already in progress)

Prepare a summary of recurring vendors by expense type

Prepare a summary of accounting and reporting processes

Evaluate Quickbooks general ledger to provide for reporting by function/location

First 60 Days

In conjunction with CRM Specialist, complete transition from FieldRoutes to Evolve.

Propose improvements to existing accounting and reporting processes

Develop framework for monthly KPI dashboard

Develop monthly cash projection report

Define best practices to be implemented

First 90 Days

Complete financial statement close and reporting by 10th day of the month

Full implementation of new accounting and reporting processes

Present KPI Dashboard

Present cash projection report

Demonstrate understanding of business and the functions of each respective group

of stakeholders (technicians, branch managers, admins, President)

Collaborate with Senior Leadership team Broadcrest on building out a financial model

IV. Initial Salary and Benefits

The initial salary for the position is $125,000 - 140,000, annually, pro-rated for the period of the year in

which the Controller is actively employed.

The position will receive the following fringe benefits:

Health benefits paid at 100% for employee-only enrollment

Dental, Vision, Teladoc

4% matching on 401(k) contributions

7 paid holidays plus 10 days of PTO annually

V. Initial Bonus Plan

As the top professional in the accounting and financial reporting function of PTC, the

Controller will be eligible for annual bonus based on individual performance and

contributions to the overall health and growth of the business.

The initial bonus plan provides for a year-end bonus up to 10-15% of the base salary, and is

conditioned upon completion of the Initial Goals as outlined in Section III and continued

satisfactory performance of functions as outlined in Section II.

andidate is a detail-oriented individual who will oversee the company's financial records and account personnel. You will be responsible for maintaining all procedures and controls related to the company's financial accounts.

Responsibilities

• Maintain compliance with government agencies
• Act as the point of contact for external auditors
• Maintain internal books and finances Analyze financial transactions

Qualifications

• Bachelor's degree in Accounting or 5 - 7 years of related experience
• Fluency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.)
• GAAP knowledge, CPA preferred
• Strong written, verbal and collaboration skills