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2GO Advisory Group

Controller

2GO Advisory Group, San Francisco, California, United States, 94199

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Controller

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2GO Advisory Group An established, rapidly growing HVAC services company in the Bay Area is seeking an experienced

Controller

to oversee company-wide accounting operations, financial oversight, and reporting. This key hire will work closely with senior management to drive financial performance, ensure accuracy in reporting, and support ongoing operational excellence. The Controller will manage all accounting functions, implement and improve systems, and help scale the business while maintaining compliance and fiscal discipline. This is a hands-on leadership position in a fast-moving, service-driven environment.

Key Responsibilities

Oversee the company’s accounting operations, including AP, AR, payroll, job costing, and general ledger

Ensure timely and accurate preparation of monthly, quarterly, and annual financial statements

Develop, monitor, and analyze budgets, forecasts, and key performance indicators

Manage cash flow, banking relationships, and financing arrangements

Implement and maintain robust internal controls, accounting policies, and procedures

Partner with leadership to provide financial insights for operational and strategic decision-making

Prepare financial reports for external stakeholders, including tax firms and auditors

Oversee HR and benefits administration support as it relates to payroll and compliance

Lead and mentor accounting staff, fostering a culture of accountability and accuracy

Qualifications

Bachelor’s degree in Accounting, Finance, or related field (CPA or CMA preferred)

7+ years of progressive accounting experience, with at least 3 years in a Controller or similar leadership role

Prior experience in construction, HVAC, or service-based industries preferred (job costing experience a plus)

Strong working knowledge of GAAP and industry-specific accounting practices

Proficient with accounting software (QuickBooks Enterprise or similar) and Microsoft Excel

Excellent organizational skills, with a high attention to detail and the ability to meet deadlines

Strong leadership and communication skills with a collaborative mindset

Details

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Accounting/Auditing and Finance

Industries: HVAC and Refrigeration Equipment Manufacturing and Manufacturing

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