Controller, Management, CFO

Position Summary

Controller - Onsite:
Santa Ana, CA

At CGS Business Solutions, we’re dedicated to helping skilled IT and business professionals take the next meaningful step in their careers. Whether you're exploring project-based consulting roles or seeking a long-term position, we connect you with opportunities that align with your expertise, your goals, and your growth trajectory.

Backed by deep industry insight and our proven Talent Flow™ Framework, we ensure every role we present is thoughtfully matched to your skills, passions, and career ambitions. If you're ready for a role that challenges you and moves your career forward, we’re currently partnering with leading organizations to fill the following opportunity:

Position Summary

The Controller will oversee all accounting and financial operations for a family-owned transportation company with a long-standing reputation for service excellence. This role is a hands-on financial leader who partners closely with ownership and operations to ensure strong financial controls, accurate reporting, and sustainable growth.

Financial Management & Reporting

• Oversee all accounting functions including general ledger, AP, AR, payroll, fixed assets, and revenue recognition
• Prepare accurate monthly, quarterly, and annual financial statements in accordance with GAAP
• Manage month-end and year-end close processes
• Develop financial reports, KPIs, and variance analyses for ownership
• Coordinate with external CPAs on tax filings, reviews, and audits

Budgeting, Forecasting & Analysis

• Lead annual budgeting and rolling forecast processes
• Analyze profitability by service type, customer, contract, vehicle, and route
• Provide clear, practical financial insights to ownership to support decision-making
• Monitor and report on labor, fuel, insurance, maintenance, and overhead costs

Cash Flow, Controls & Risk Management

• Manage cash flow forecasting, banking relationships, and working capital
• Establish and maintain internal controls, accounting policies, and procedures
• Oversee billing, collections, and credit processes
• Ensure compliance with financial, insurance, and regulatory requirements

Fleet & Operational Finance

• Oversee accounting for fleet assets, including capitalization, depreciation, leases, and disposals
• Partner with operations on fleet purchases, replacements, and cost analysis
• Track and analyze fleet-related expenses (maintenance, fuel, insurance)
• Support pricing decisions, contract reviews, and RFP financial modeling

Leadership & Systems

• Lead, mentor, and develop the accounting team
• Improve accounting processes and systems, including integrations with dispatch, payroll, and operational platforms
• Work collaboratively with Operations, HR, Dispatch, and Sales
• Support growth initiatives, system upgrades, and potential acquisitions

Required

• Bachelor’s degree in Accounting, Finance, or related field
• 7+ years of progressive accounting experience, including Controller-level responsibility
• Strong GAAP knowledge and financial reporting experience
• Experience in service-based, transportation, logistics or similar industries.
• Hands-on experience managing payroll, AR, AP, and multi-entity accounting
• Advanced Excel skills and experience with accounting/ERP systems

Preferred

• CPA or CMA
• Experience in a family-owned or founder-led business
• Familiarity with fleet accounting, leasing, or transportation-related compliance
• Experience helping scale or professionalize finance operations

CGS Business Solutions is a nationally recognized leader in IT staffing and consulting, delivering top-tier talent across Applications, Cloud & Infrastructure, Cybersecurity, Data & AI, and Engineering. As a multi-year INC 5000 winner and one of California’s Best IT Recruitment Firms
, we’re known for combining boutique-level service with enterprise-grade results.

We’re also proud to be named one of the Orange County Business Journal’s Fastest Growing Companies
, earning the distinction for five consecutive years as we continue to expand into new markets across the U.S. Companies trust CGS to attract, engage, and retain elite technology talent—giving them the advantage they need to lead with confidence in a rapidly evolving digital landscape

Compensation: $115,000-$130,000 per year