CAP3
Job Description
Job Description
CAP3
is seeking a motivated and experienced
Controller
who is passionate about financial leadership and client success. The Controller is responsible for maintaining accurate, timely, and relevant financial records for all aspects of multiple clients across various industries. The Controller plans, directs, and oversees the accounting operations of these organizations and ensures proper execution. The Controller is the primary point of contact for the clients they serve and is responsible for fostering strong client relationships. The Controller works closely with the CFO, Senior Staff Accountants, and Staff Accountants on all assigned accounts. The Controller is responsible for directing Staff Accountant and Senior Staff Accountant activities and assisting with their professional development.
Essential
Functions/Responsibilities Review daily entry of all financial transactions for the organization that allow for proper reporting of assets, liabilities, owner’s equity, and organizational profit. Includes reviewing bank and credit card transactions, as well as customer payments and vendor bills.
Complete daily review of relevant financial reports and completion of reconciliations to ensure systems are syncing properly and transactions are recorded correctly, including accounts receivable, accounts payable, inventory, and payroll.
Regular communication with CFO, Senior Staff Accountants, and Staff Accountants regarding ongoing
activities/transactions
as well as unusual or unclear activities within the organization.
Act as the main point of contact for the client.
Proactively communicate necessary information for clients to make informed business decisions.
Identify
challenges/problems
as they arise with the clients and offer possible solutions and risk mitigation steps.
Direct cash management of the organization by reviewing and communicating proposed weekly cash budgets/cash flow projections with the client.
Oversee payroll process and related
benefit/compensation
information to ensure adherence to labor laws and organizational standards.
Prepare and review journal entries as needed.
Complete full review and reconciliation of all accounts included on the financial statements. Review month end work papers and backup documentation.
Prepare analysis and commentary on the financial performance of the organization.
Prepare information for the client to make sound business decisions. This includes, but isn’t limited to dashboards, management reporting, projections, budgets, and analysis.
Ensure the client has adequate tax planning, knowledge of potential tax liabilities, and strategies to reduce liability.
Prepare required
documentation/schedules
for audits, tax preparation, and other necessary filings.
Our Core Values – The CAP3 Edge Empowerment
– Unleashing Potential We enable everyone to achieve more than they imagined possible. Diligence
– Precision with Purpose We take ownership of our work and deliver with discipline and excellence. Generosity
– Above and Beyond We give more than expected in every interaction—with our clients and each other. Excellence
– Setting the Standard We push for world-class results that make a real impact.
Required Skills and Abilities Experience with Quickbooks Online or other Accounting Platforms
Proficient with Microsoft Excel
Experience
managing/supervising
staff and reviewing their work and issuing feedback
Experience preparing and analyzing financial statements and variance reports
Ability to adapt to new technology
Strong attention-to-detail
Professional organizational and communication skills
Comfortable communicating and presenting to clients and other professionals
Discretion, integrity, high ethical standard
Welcoming of feedback/coachable
Committed to ongoing personal and professional growth
Multi-tasker
Positive attitude
Flexible, able to prioritize and manage time well
Desire to serve and deliver exceptional client service
Preferred Skills/Abilities Comfortable with Microsoft Teams and various other web-based applications
Experience with payroll
Education and Experience Bachelor’s degree and five years of relevant experience
Management accounting experience preferred
CPA license preferred
Physical Requirements Prolonged periods sitting at desk and working on a computer
Must be able to lift up to 15 pounds at a time
Apply today to join CAP3 as our next Controller.
Deadline to apply is Friday, October 31, 2025
Job Description
CAP3
is seeking a motivated and experienced
Controller
who is passionate about financial leadership and client success. The Controller is responsible for maintaining accurate, timely, and relevant financial records for all aspects of multiple clients across various industries. The Controller plans, directs, and oversees the accounting operations of these organizations and ensures proper execution. The Controller is the primary point of contact for the clients they serve and is responsible for fostering strong client relationships. The Controller works closely with the CFO, Senior Staff Accountants, and Staff Accountants on all assigned accounts. The Controller is responsible for directing Staff Accountant and Senior Staff Accountant activities and assisting with their professional development.
Essential
Functions/Responsibilities Review daily entry of all financial transactions for the organization that allow for proper reporting of assets, liabilities, owner’s equity, and organizational profit. Includes reviewing bank and credit card transactions, as well as customer payments and vendor bills.
Complete daily review of relevant financial reports and completion of reconciliations to ensure systems are syncing properly and transactions are recorded correctly, including accounts receivable, accounts payable, inventory, and payroll.
Regular communication with CFO, Senior Staff Accountants, and Staff Accountants regarding ongoing
activities/transactions
as well as unusual or unclear activities within the organization.
Act as the main point of contact for the client.
Proactively communicate necessary information for clients to make informed business decisions.
Identify
challenges/problems
as they arise with the clients and offer possible solutions and risk mitigation steps.
Direct cash management of the organization by reviewing and communicating proposed weekly cash budgets/cash flow projections with the client.
Oversee payroll process and related
benefit/compensation
information to ensure adherence to labor laws and organizational standards.
Prepare and review journal entries as needed.
Complete full review and reconciliation of all accounts included on the financial statements. Review month end work papers and backup documentation.
Prepare analysis and commentary on the financial performance of the organization.
Prepare information for the client to make sound business decisions. This includes, but isn’t limited to dashboards, management reporting, projections, budgets, and analysis.
Ensure the client has adequate tax planning, knowledge of potential tax liabilities, and strategies to reduce liability.
Prepare required
documentation/schedules
for audits, tax preparation, and other necessary filings.
Our Core Values – The CAP3 Edge Empowerment
– Unleashing Potential We enable everyone to achieve more than they imagined possible. Diligence
– Precision with Purpose We take ownership of our work and deliver with discipline and excellence. Generosity
– Above and Beyond We give more than expected in every interaction—with our clients and each other. Excellence
– Setting the Standard We push for world-class results that make a real impact.
Required Skills and Abilities Experience with Quickbooks Online or other Accounting Platforms
Proficient with Microsoft Excel
Experience
managing/supervising
staff and reviewing their work and issuing feedback
Experience preparing and analyzing financial statements and variance reports
Ability to adapt to new technology
Strong attention-to-detail
Professional organizational and communication skills
Comfortable communicating and presenting to clients and other professionals
Discretion, integrity, high ethical standard
Welcoming of feedback/coachable
Committed to ongoing personal and professional growth
Multi-tasker
Positive attitude
Flexible, able to prioritize and manage time well
Desire to serve and deliver exceptional client service
Preferred Skills/Abilities Comfortable with Microsoft Teams and various other web-based applications
Experience with payroll
Education and Experience Bachelor’s degree and five years of relevant experience
Management accounting experience preferred
CPA license preferred
Physical Requirements Prolonged periods sitting at desk and working on a computer
Must be able to lift up to 15 pounds at a time
Apply today to join CAP3 as our next Controller.
Deadline to apply is Friday, October 31, 2025