Insite Managed Solutions · 1 month ago
Controller (Accounting & Finance)
Cape Coral, Florida
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expInsite Managed Solutions is a company dedicated to helping people win, and they are seeking a Controller to serve as a key financial leader responsible for the accuracy and integrity of financial operations. The role involves overseeing accounting functions, leading financial planning and analysis, and partnering with C-Suite executives to guide strategic decisions.
ConsultingHuman ResourcesManagement ConsultingOutsourcingTraining
No H1B
Responsibilities
Lead the monthly financial close process with accuracy, consistency, and disciplined follow-through
Prepare timely financial statements (P&L, Balance Sheet, Cash Flow) and deliver clear, executive-ready financial packages
Ensure precise and efficient client billing, including 30–50 monthly invoices, billable hours, and reimbursable expenses
Oversee general ledger management, accounts payable/receivable, and fixed asset tracking
Monitor project-level financial performance and partner with Operations on forecasting and margin insights
Calculate, monitor, and report key professional services KPIs—including utilization, realization, billable ratios, and margin by client/project
Monitor unbilled WIP and aged receivables and proactively address variances and risks
Provide visibility into cash flow trends and support leadership with planning and scenario modeling
Strengthen internal controls and ensure compliance across all financial processes
Partner with external CPA firms on year-end reviews and tax filings
Collaborate with HR on compensation modeling tied to utilization and performance metrics
Lead, mentor, and develop a high-performing accounting team
Drive process improvement, automation, and system optimization to enhance accuracy and efficiency
Bring professionalism, accountability, and a solutions-focused mindset to every interaction
Qualification
Required
Bachelor's degree, preferably in finance or accounting
8+ years of progressive accounting experience, with 3+ years as a Controller or Assistant Controller in a professional service setting (consulting, law, engineering, IT services, etc.) preferred
Proven experience overseeing full-cycle accounting operations
Strong understanding of project accounting and billable-hour environments
Advanced proficiency in Excel and experience with mid-market ERP systems
Demonstrated success communicating financial concepts to non-financial stakeholders
Ability to balance multiple priorities while maintaining accuracy and attention to detail
Organized, accountable, and dependable with a commitment to operational excellence
Motivated by continuous improvement and creating scalable, repeatable processes
Preferred
CPA or CMA
Experience improving or implementing financial systems and automation tools
Familiarity with professional services KPIs such as utilization, realization, and margin by project
Background in multi-state tax compliance, sales/use tax, 1099 reporting, and state apportionment
Ability to simplify complex financial topics and present them clearly to executives and cross-functional partners
Experience supporting insurance renewals (professional liability/E&O, cyber, general liability)
Demonstrated success developing teams and creating high-accountability cultures
Benefits
401k
PTO
Health
Vision
Dental
Short/long term disability
More eligibility within 1 month of start date
Rotating employee events and activities
Hawaiian Fridays
Employee celebrations
Company
Insite Managed Solutions
Insite Managed Solutions is a business consulting company that offers business process optimization and vendor management services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Chris Rozum
Founder & CEO
Company data provided by crunchbase