Controller, Finance & Banking, Financial Reporting

Compensation: Salary range up to $125K+ (Depending on Qualifications), Employer-Paid Health Insurance, 401(k), and competitive year-end bonus.

Company Overview:

Moak Casey LLC has served Texas public schools since its founding in 1997 and has since established itself as the premiere provider of education consulting, lobbying & governmental affairs services, leadership & academic services, and school finance services. Comprised of professionals with vast experience within Texas school districts, the Texas Legislature, Texas state agencies, education organizations, our unparalleled breadth of experience and diversity of skills uniquely equips our staff in providing clients cutting‑edge, personalized, full‑service solutions.

MC's website:

The firm’s headquarters is in Austin, Texas. Hybrid remote/in‑person work schedules will be considered based on the qualifications of the applicant after successful initial probationary period.

Reporting directly to the chief financial officer, the controller is a key member of Moak Casey’s financial operations team and is responsible for ensuring accurate, timely, and reliable accounting operations across the firm and its affiliated entities. This position is ideal for an experienced accounting professional who thrives in a multi‑entity environment, possesses strong technical accounting skills, and is comfortable operating with autonomy while supporting a fast‑growing consulting organization.

The controller’s work ensures the financial stability, accuracy, and operational excellence necessary for Moak Casey’s continued success and growth trajectory.

• Manage full month‑end close for Moak Casey, including overseeing the reconciliation process, journal entries, and financial reporting to executive leadership (high transaction volume)
• Coordinate and review light bookkeeping work performed for four other affiliated entities (moderate total transaction volume)
• Review monthly and year‑end activity and provide oversight for Texas Education Initiative, LLC (Moak Casey’s parent company, with low transaction volume)
• Supervise the full‑time book‑keeper; reviewing AP, AR, payroll, and revenue and expense transactions by department, for quality and accuracy
• Assist the chief financial officer in a monthly budget‑to‑actuals review process
• Prepare consolidated and entity‑level financial packets for the chief financial officer; including providing insights, observations, and recommendations
• Oversee treasury, providing approvals for outgoing ACHs and wires as necessary, including monitoring cash balances across multiple bank accounts for multiple entities ensuring adequate liquidity for all entities
• Serve as the financial systems lead for Netsuite
• Coordinate with external CPA firm for tax preparation and year‑end adjustments
• Oversee the issuance of W2s through the company’s PEO and 1099s for independent contractors
• Respond to owner‑level questions and provide financial clarity across all entities

The ideal candidate would:

• Have 5‑10 years of progressively responsible accounting experience in a small business or corporate environment with month‑end‑ownership
• Have ability to manage financial statements for multiple affiliated entities with varying degrees of complexity
• Have treasury management experience involving multiple bank accounts
• Have experience managing or supervising bookkeeping personnel
• Have experience overseeing the payroll process, including cafeteria plans and related reporting requirements
• Hands‑on experience with Netsuite and Quick Books or other similar ERPs
• Have excellent organizational skills and attention to detail
• Have strong communication skills and comfort working with executive leadership
• Have thorough knowledge of Generally Accepted Accounting Principles (GAAP)
• Be familiar with the Texas state franchise tax system for small businesses
• Be familiar with federal income tax provisions as they relate to small businesses
• Be proficient in Microsoft Office (particularly Microsoft Excel)

A bachelor’s degree in accounting (preferred), finance, or related field is required, with a master’s degree preferred. CPA is strongly preferred. Candidates must be legally authorized to work in the United States.

Mid‑Senior level

Full‑time

Accounting/Auditing and Finance

Education

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