Controller
Location: Remote (must be based in Tampa / St. Petersburg / Sarasota area)
Compensation: $80,000 -- $100,000
Reports to: CEO
About Vision Point Capital
Vision Point Capital is a growing financial services and valuation firm specializing in ESOPs, M&A services, valuation services, and business transition guidance for privately held companies. As our client base expands, we're investing in strong internal financial leadership to support our next stage of growth. This new Controller role will serve as a key operational finance partner to the CEO and overall organization.
Role Overview
We are seeking a hands-on, detail-oriented Controller who can take full ownership of all internal accounting operations. This is our first full-time accounting hire, and the ideal candidate is someone who thrives in a growing company environment, builds structure where needed, and operates with a high level of accuracy and accountability.
You'll oversee day-to-day accounting, manage cash flow, own our month-end close, and serve as our "Junior CFO", providing insight, discipline, and financial visibility to support strategic decisions. This role is perfect for someone who enjoys both rolling up their sleeves and partnering directly with leadership.
Key Responsibilities
Accounting Operations
- Own the full accounting function, taking responsibility from the CEO
- Manage all bookkeeping and daily accounting activity in QuickBooks
- Oversee accounts payable and accounts receivable
- Prepare and issue all client invoicing; manage collections
- Process and reconcile payroll (or review payroll if outsourced)
- Maintain the general ledger and ensure accurate financial data
- Handle bank reconciliations, credit card reconciliations, and expense tracking
- Manage vendor relationships and subscription/contract tracking
Financial Reporting & Controls
- Lead the monthly, quarterly, and year-end close
- Prepare accurate and timely financial statements
- Develop internal controls, policies, and standardized processes
- Maintain compliance with relevant accounting standards
- Coordinate with external tax accountants for filings and year-end adjustments
Cash Flow & Financial Planning
- Manage and forecast cash flow
- Track and report on financial KPIs
- Support budgeting and forecasting
- Provide financial insight to help guide operational decisions
Strategic Support
- Serve as a "Junior CFO" and partner directly with the CEO
- Identify trends, risks, and opportunities
- Build scalable processes to support a growing organization
- Prepare ad-hoc financial analysis as needed
- Assist with systems improvements and future finance department design
Qualifications
Required
- Bachelor's degree in Accounting, Finance, or related field
- 5 years of progressive experience in accounting
- Strong understanding of GAAP
- Experience managing A/P, A/R, payroll, and month-end close
- Advanced QuickBooks experience
- Highly detail-oriented with strong execution skills
- Ability to work independently and build new processes from scratch
- Excellent communication skills and comfort interacting with leadership
- CPA or CMA
- Experience in a professional services firm
Preferred
- Experience in valuation, financial services, or advisory environments (a plus, not required)
- Prior experience in a growing company or startup environment
- Familiarity with budgeting and financial modeling in Excel or similar tools
Work Environment & Location
- Remote role, can work from home
- Must be based in the Tampa / St. Petersburg / Sarasota area
- Occasional in-person meetings with leadership may be required