Financial Controller (Greater Phoenix Area)
Balance Staffing Company
Executive Leadership Role – Strategic Context
The company is a ~$100M multi-state staffing and workforce solutions provider entering a critical stage of growth and organizational evolution. Over the next several years, leadership is executing a strategy designed to scale the business significantly while strengthening operational discipline, financial visibility, and technology-enabled capabilities across the enterprise.
Historically, the organization has built a strong market position through client relationships, service quality, and local execution. As the business enters its next phase, leadership is focused on building the systems, infrastructure, and management processes necessary to support sustained growth, improved profitability, and enterprise-level operational maturity.
A core objective of this transformation is the development of a more integrated, scalable operating platform that allows the company to manage performance with greater transparency, predictability, and efficiency across all functions.
- Building an institutional-quality operating platform with standardized processes, scalable infrastructure, and disciplined management systems
- Modernizing technology architecture and data infrastructure to improve operational efficiency and decision-making
- Establishing enterprise-grade reporting, analytics, and KPI governance across all functions
- Strengthening sales, recruiting, and delivery capabilities to support sustained revenue growth while improving gross margin performance
- Aligning operational execution, financial management, and technology capabilities across the leadership team
To support this transformation, the company is strengthening its executive leadership team across Sales, Finance, Technology, and Operations. These leaders will work together to implement the infrastructure, reporting discipline, and operational cadence required to support scalable growth and consistent performance.
The company is seeking leaders who are comfortable operating in a hands-on environment and who have experience helping organizations evolve from founder-led operating models into more disciplined, professionally managed enterprises.
Role Overview
The Head of Finance / VP Finance is responsible for leading and professionalizing the company’s finance and accounting function. The role is primarily focused on building a strong financial foundation through disciplined accounting processes, reliable reporting, strong cash management, and improved financial visibility across the organization.
This role is best suited for a hands-on finance leader with a strong corporate controller background who is comfortable operating in a high-volume, operationally complex business environment.
The primary objective of the role is to ensure the company has accurate financial reporting, disciplined financial processes, strong internal controls, and clear operational visibility into profitability, cash flow, and key financial performance indicators.
The Head of Finance will play a central role in improving financial discipline across the organization while building a scalable finance function capable of supporting the company’s continued growth.
Core Responsibilities
Accounting Leadership and Financial Reporting
- Manage the monthly close process and ensure timely and accurate financial reporting
- Establish disciplined close calendars, reconciliations, and reporting standards
- Ensure financial statements are accurate, consistent, and decision-ready
- Implement strong accounting controls and documentation standards
- Maintain compliance with accounting and regulatory requirements
Staffing Industry Financial Controls
- Oversight of payroll-related accounting including payroll liabilities and tax obligations
- Accurate accounting for workers’ compensation exposure and reserves
- Monitoring receivables and client payment cycles
- Ensuring billing accuracy across clients and business units
- Maintaining disciplined balance sheet reconciliations and financial controls
Cash Management and Treasury
- Manage payroll funding cycles and cash forecasting
- Monitor daily cash position and liquidity needs
- Oversee banking relationships and treasury operations
- Improve forecasting accuracy for payroll, receivables, and operating cash flow
- Establish stronger working capital management practices
Accounts Receivable and Collections Discipline
- Improve visibility into aging receivables and collection performance
- Establish consistent credit review and credit limit policies for clients
- Work with operations and sales leadership to address overdue accounts
- Reduce Days Sales Outstanding (DSO) and improve cash collection discipline
Profitability Reporting and Financial Visibility
- Build profitability reporting by client, branch, and service line
- Establish standardized financial KPIs across the organization
- Create monthly reporting packages for executive leadership
- Improve visibility into margin performance and cost structure
- Provide financial insights that improve operational decision-making
Financial Discipline Across the Organization
- Establish financial reporting cadence across departments
- Support budget and forecast development
- Monitor financial performance against plan
- Provide visibility into operational and financial variances
- Reinforce financial accountability across sales, operations, and recruiting teams
Finance Systems and Reporting Infrastructure
- Support integration between accounting, payroll, and operational systems
- Improve reporting reliability and data consistency across systems
- Evaluate tools that improve financial reporting and workflow efficiency
- Ensure financial data integrity across the organization
Team Leadership
- Assess and strengthen current finance and accounting team capabilities
- Establish clear roles, accountability, and reporting structure
- Recruit additional finance talent as the organization grows
- Build a disciplined and collaborative finance organization
Qualifications
Required Experience
- 10+ years of accounting or finance leadership experience
- Strong corporate controller or VP Finance background
- Experience managing accounting and reporting in companies between $50M and $300M in revenue
- Experience leading accounting teams and improving reporting processes
- Strong knowledge of GAAP and financial controls
- Experience operating in high-volume, operationally complex businesses
Preferred Experience
- Experience within the staffing industry or payroll-intensive service businesses
- Familiarity with payroll accounting, workers’ compensation accounting, and staffing industry revenue dynamics
- Experience building branch-level or client-level profitability reporting
- Experience improving financial discipline in growing organizations
Leadership Characteristics
- Hands-on operator comfortable leading accounting and financial operations
- Process builder capable of establishing structured financial processes
- Operational partner able to collaborate with sales, operations, and technology leaders
- Financial disciplinarian focused on accountability and transparency
Success Metrics
- Timeliness and accuracy of monthly close
- Quality and reliability of financial reporting
- Cash visibility and forecasting accuracy
- Reduction in Days Sales Outstanding (DSO)
- Improvement in accounts receivable collection performance
- Implementation of client, branch, and service-line profitability reporting
- Establishment of consistent financial KPIs and reporting cadence
- Strengthening of accounting controls and balance sheet integrity
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