Controller

Controller

Location: Menomonee Falls, WI | Hybrid

Department: Finance

Reports to: Chief Executive Officer

Status: full-time exempt

About Us:

ValorTech is a veteran-owned Managed Security Services Provider (MSSP) founded in 2017. We deliver enterprise-grade cybersecurity and managed IT solutions to organizations across Wisconsin and the greater Midwest. As a SOC 2 Type II compliance provider, we are committed to the highest standards of security, reliability and data protection.

Our veteran roots shape our culture of discipline, integrity and mission focus—values that carry through in how we protect and support our clients. We take pride in not only safeguarding organizations against evolving cyber threats, but also in building longterm partnerships that help them grow securely and confidently.

A four-time consecutive winner of Milwaukee Business Journal's Best Places to Work, we foster a team-first environment where innovation, professional growth and client success thrive. This balance of technical excellence and people-first values makes us a trusted partner for businesses looking to strengthen their security posture while working with a team that truly cares.

About the Role:

The Controller is the senior financial leader responsible for managing and strengthening the financial, administrative, and HR operations across all owned business entities, and any future subsidiaries. This role ensures financial integrity, compliance, and scalable processes across an MSP environment with SOC 2 requirements, recurring revenue models, project-based billing, and multi-entry financial structures. The Controller oversees accounting, HR administration, financial strategy, controls, audits, and cross-entity reporting while enabling healthy growth, operational alignment, and executive decision making.

What You'll Do:

Financial Leadership & Strategy

• Serve as the financial leader for ValorTech and all affiliated entities.
• Develop and manage multi-entity budgets, forecasts, financial models, and long-term planning.
• Provide strategic insight to support growth, acquisitions, new service lines, and investment decisions.
• Lead cash flow forecasting and financial risk assessments across all businesses.

Financial Controls & SOC 2 Alignment

• Establish and maintain internal controls aligned with SOC 2 Trust Services Criteria.
• Maintain audit-ready financial documentation, segregation of duties, and access controls.
• Oversee the financial components of SOC 2 compliance across systems, processes, and personnel.

Multi-Entity Accounting & Administration

• Oversee all accounting operations for ValorTech, rental properties, nonprofit operations, and any additional business ventures. including AP, AR, GL, reconciliations, payroll accounting, and month-end/year-end close for each entity.
• Manage multi-entity general ledgers, intercompany transactions, allocations, and consolidations.
• Maintain accurate financial records in QuickBooks Online and integrated systems.

MSP-Specific Financial Operations

• Oversee ValorTech's recurring revenue cycles, usage-based services, device/user counts, licensing programs, and service retainers.
• Ensure strict adherence to Managed Services Agreements, Standard Billing Agreement terms, fee schedules, and termination clauses.
• Validate project-based billing, hardware/software procurement billing, and capital expenditure management.

Contract & Agreement Compliance

• Interpret and enforce financial terms of MSAs, SOWs, rental agreements, vendor agreements, and nonprofit funding requirements.
• Support renewal cycles, annual fee adjustments, and margin optimization across all entities.

Financial Reporting & Business Insights

• Produce executive-level financial reporting across all business units.
• Deliver entity-specific and consolidated P&L, balance sheet, cash flow, and KPI dashboards.
• Provide margin analysis on service lines, rental assets, and nonprofit programs.

Human Resources Oversight (strategic HR oversight, not day-to-day HR administration)

• Oversee high-level HR functions including compensation strategy, benefits strategy, compliance, and policy governance.
• Ensure HR practices support SOC 2, cybersecurity, confidentiality, and operational standards.
• Support leadership in recruiting strategies, role planning, and workforce budgeting.
• Oversee performance review processes, documentation standards, and organizational structure planning.
• Advise on employee relations matters at the executive level; escalate as necessary to legal/HR partners.
• Lead the implementation of scalable HR systems and processes for growth.

Administrative Leadership

• Ensure financial and administrative systems support multi-entity operations.
• Partner with legal, insurance, and compliance partners to maintain risk mitigation practices.
• Oversee business licenses, contracts, insurance renewals, and entity compliance filing requirements.
• Manage banking relationships across all entities.

Team Leadership

• Lead and develop accounting and administrative staff across all companies.
• Implement scalable workflows and training for accounting, HR admin, and operations support teams.
• Foster a culture of accountability, integrity, transparency, and continuous process improvement.

Qualifications:

• Bachelor's degree in Accounting, Finance, or related field; CPA/CMA strongly preferred.
• years of progressive experience in accounting or financial leadership roles.
• Experience overseeing HR functions or working closely with HR leadership.
• Strong knowledge of GAAP, contract financials, SOC 2 controls, and multi-entity structures.
• Advanced proficiency in QuickBooks Online (QBO).
• Experience in PSA/RMM financial workflows (ConnectWise, Autotask, Halo, etc.) preferred but not required.
• Demonstrated ability to lead teams and operate at the executive decision making level.

Preferred Skills:

• Strong leadership and people management skills
• Excellent organizational and analytical thinking abilities
• Proficiency in budgeting, forecasting and financial management
• Knowledge of supply chain, logistics or project management
• Familiarity with ERP systems, performance metrics and business process tools
• Strong communication, decision-making and problem-solving skills
• Certifications (optional but valuable)
• Ability to manage cross-functional teams and align operations with strategic goals
• Adaptability in fast-paced or scaling environments

What We Offer:

• Health, dental and vision insurance
• 401(k) with company match
• Health Savings