Controller

Role Summary

 

The Controller owns the financial operations of ASG Information Technologies. This role is responsible for the accuracy and timeliness of all financial reporting, billing, payroll, and vendor management. In an MSP environment, the Controller also plays a critical role in reconciling what the company purchases on behalf of clients against what clients are billed, making this a high-impact position directly tied to revenue integrity.

 

The right person for this seat brings strong accounting fundamentals, comfort operating in a fast-moving service business, and the attention to detail required to manage subscription-based billing across a diverse client base.

 

 

Responsibilities

 

Financial Reporting & Close

• Own the monthly close process. Produce accurate P&L, balance sheet, and cash flow statements on a consistent cadence.
• Prepare and distribute the monthly financial reporting package for leadership.
• Track budget vs. actual performance by department and surface variances with explanations.
• Lead the annual budgeting process in partnership with the COO and CEO.
• Maintain chart of accounts and general ledger integrity.
• Serve as the primary liaison with the external CPA firm for tax preparation, compliance filings, and audit support.

 

Procurement-to-Billing Reconciliation

• Own the reconciliation between what ASG purchases from vendors on behalf of clients and what those clients are invoiced. This includes Microsoft 365 licenses, software subscriptions, cloud services, and hardware.
• Identify and resolve billing gaps where services have been provisioned but not invoiced, or where client billing does not reflect current usage or seat counts.
• Work with vCIO, TAM, and technical teams to ensure that subscription changes (adds, removals, upgrades) flow accurately and promptly into client billing.
• Maintain per-client cost and margin visibility by tracking vendor spend against client revenue.
• Manage vendor portals (including Microsoft Partner Center) to monitor active subscriptions, license counts, and billing statements.
• Produce a recurring reconciliation report that surfaces any discrepancies between vendor costs and client charges.

 

Billing & Accounts Receivable

• Oversee the monthly billing cycle in ConnectWise, ensuring invoices are accurate, complete, and sent on time.
• Review invoices for MRR accuracy before they go to clients, catching errors before they affect the client relationship.
• Manage AR aging. Follow up on outstanding balances, escalate as needed, and maintain collections discipline.
• Track and report on MRR, ARR, and revenue trends for leadership visibility.
• Partner with Sales and vCIO on new client onboarding to ensure billing is set up correctly from day one.

 

Accounts Payable & Vendor Management

• Process vendor invoices and payments accurately and on schedule.
• Manage expense reporting and reimbursement processes.
• Maintain vendor records and track contract terms, payment schedules, and renewal dates.
• Identify opportunities to improve vendor payment terms or reduce unnecessary spend.

 

Payroll & HR Finance

• Process payroll accurately and on schedule for all employees.
• Reconcile benefits invoices against enrolled employees each month.
• Maintain accurate compensation records and support any compensation planning or benchmarking exercises.
• Coordinate with HR on onboarding and offboarding as it relates to payroll, benefits, and final pay.

 

 

KPIs

 

These are the measurable outcomes that define success in this role.

 

KPI / Metric

Target

Month-end close

Financial statements delivered within 5 business days of month end

Billing accuracy

Client invoices issued without material errors; zero unbilled services identified post-close

Procurement-to-billing reconciliation

Monthly reconciliation completed; all gaps identified and resolved within the same billing cycle

AR aging

90%+ of receivables current; accounts over 60 days escalated and actively managed

Payroll accuracy

Zero payroll errors; processed on schedule every cycle

AP timeliness

Vendor invoices processed within terms; no avoidable late fees

Reporting cadence

Monthly financial package delivered to leadership on agreed schedule

 

 

What Good Looks Like

 

• Leadership never has to chase financial numbers. Reports arrive on time and tell a clear story.
• ASG is not leaving revenue on the table. Every license provisioned for a client is reflected in what that client is charged.
• Billing runs cleanly each month. Clients receive accurate invoices and AR stays healthy.
• The close process is reliable. Month-end is not a scramble.
• Payroll goes out right, every time. Benefits and comp records are accurate.
• The Controller is a trusted finance partner to leadership, not just a back-office function.

 

 

Required Experience & Qualifications

 

• 5+ years of progressive accounting or finance experience, with at least 2 years in a Controller or senior accounting role.
• Experience in an MSP, managed services, or subscription-based services business strongly preferred.
• Proficiency in QuickBooks or comparable accounting software.
• Familiarity with ConnectWise or comparable PSA platform for billing and invoicing preferred.
• Experience managing subscription or license reconciliation across multiple vendors and clients.
• Strong attention to detail with the ability to manage multiple concurrent deadlines.
• Comfortable working directly with senior leadership and external accountants.