Financial Controller

Department: Finance & Accounting | Reports to: Chief Executive Officer | Employment Type: Full-time | Location: Remote (U.S.), with periodic travel to Boston

About CapNexus

CapNexus is a technology services and consulting firm delivering cloud, AI, and enterprise implementation services to clients across retail, technology, and adjacent industries. As an AWS partner and AI-first practice, we help organizations modernize their operations and adopt emerging technology. We hold ourselves to the same standard internally — we run a lean, modern, automation-forward back office, and we are building a finance function to match.

Responsibilities

Accounting Operations & Close

• Own the monthly, quarterly, and annual close and deliver accurate financial statements on an accelerated timeline.
• Manage the general ledger, AR, AP, payroll, revenue recognition (ASC 606), and account reconciliations.
• Oversee and review the work of CapNexus's accounting team and outsourced accounting partner, driving accuracy and accountability.
• Establish and maintain internal controls, accounting policies, and audit readiness.

Financial Reporting & Analysis

• Produce management and board reporting packages, KPI scorecards, and cash dashboards.
• Support FP&A: budgeting, reforecasting, variance analysis, and cash-flow forecasting.
• Own the chart of accounts and ensure data integrity across systems.

AI-Native Finance & Systems

• Evaluate, select, and implement AI-enabled tools to automate the close, reconciliations, reporting, and AP/AR workflows.
• Design and maintain automated, real-time reporting dashboards spanning financial and operational metrics.
• Continuously redesign finance workflows to reduce manual effort and cycle time through AI and automation, and measure the results.
• Champion data hygiene and system integrations across ERP, billing, CRM, and expense platforms.

Investor, Lender & Stakeholder Reporting

• Prepare investor, PE sponsor, and lender reporting packages, including covenant compliance.
• Support due diligence, quality-of-earnings, and external audit processes.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field; CPA strongly preferred.
• 7+ years of progressive accounting experience, including 2+ years as a Controller or Assistant Controller.
• Deep U.S. GAAP knowledge and demonstrated ownership of a full-cycle close.
• Hands-on experience with modern ERP/accounting systems (e.g., NetSuite, Sage Intacct, QuickBooks, or Xero).
• Demonstrated use of AI and automation tools in a finance or accounting context — for example close automation, AI bookkeeping, BI/dashboarding, or LLM-assisted workflows.
• Advanced Excel and financial-modeling skills; comfort working directly with data.
• Strong communication skills and the ability to translate numbers into decisions for non-finance leaders.

Preferred Qualifications

• Experience in a private-equity-held / PE-backed business (portfolio company) — strongly preferred, including sponsor and lender reporting cadences.
• Experience in a professional-services, consulting, or technology company with project-based revenue and ASC 606 recognition.
• Track record of selecting and implementing finance technology and leading finance-transformation initiatives.
• Experience managing an outsourced or offshore accounting function.
• Familiarity with SaaS/services metrics and AWS or cloud cost economics is a plus.

What Success Looks Like (First 6–12 Months)

• A faster, more reliable close and a board/investor reporting cadence leadership can count on.
• At least one meaningful AI or automation initiative live, with measurable reduction in manual effort or cycle time.
• Real-time dashboards in place for cash, revenue, margin, and key operational KPIs.
• A clean audit and diligence-ready financials, with well-documented controls and policies.
• A clear, objective assessment of the current outsourced accounting partner and finance tech stack, with a roadmap for improvement.

Why CapNexus

• Own and build a modern finance function from the ground up in an AI-first company.
• High-visibility role partnering directly with the CEO and business-unit leaders.
• A mandate to adopt the best modern tooling — you won't be fighting to modernize, you'll be leading it.