Job Description - Certified Public Accountant (CPA)
About the Role
We are seeking an experienced Certified Public Accountant (CPA) to oversee and manage the full financial operations of a growing service-based construction company. This role goes beyond traditional bookkeeping and focuses on financial oversight, system integration, cash flow stabilization, and forward-looking reporting.
The ideal candidate has hands-on experience with ServiceTitan and QuickBooks Online, understands job-based accounting, and can provide financial insights that support operational and sales decision-making. This position operates within a Remote Desktop environment and works closely with ownership.
Key Responsibilities
Accounting & Financial Management
Oversee full-cycle accounting including Accounts Receivable (A/R), Accounts Payable (A/P), and general ledger management
Prepare and review monthly and ongoing financial statements (Income Statement, Balance Sheet, Cash Flow)
Ensure accurate bank and credit card reconciliations in QuickBooks Online
Maintain compliance with accounting standards and best practices
ServiceTitan & Systems Oversight
Manage invoicing and inventory workflows between ServiceTitan and QuickBooks Online
Ensure accurate data flow following the system conversion completed last May
Review, reconcile, and resolve discrepancies between ServiceTitan and QBO
Maintain financial integrity across all systems used
Cash Flow, Budgeting & Forecasting
Monitor and help stabilize cash flow, identifying risks and improvement opportunities
Prepare and manage budgets, including tracking actuals versus projections
Develop and maintain sales and revenue pipeline reports
Support forecasting and planning for growth
Reporting & Business Insights
Prepare pipeline and potential sales reports for leadership
Provide financial insights to support pricing, operations, and sales decisions
Assist ownership with financial strategy and long-term planning
Collaboration & Process Improvement
Work collaboratively with internal stakeholders (including existing internal support handling reconciliations)
Identify opportunities to improve accounting processes, reporting accuracy, and system efficiency
Support audits, reviews, or external CPA coordination as needed
Qualifications
Active CPA license (required)
Proven experience in construction, trades, or service-based businesses
Strong hands-on experience with ServiceTitan (strongly preferred)
Advanced proficiency in QuickBooks Online (QBO)
Solid understanding of job costing, inventory, and trade-based accounting
Experience managing budgets, cash flow, and financial reporting
Comfortable working within a Remote Desktop environment
Strong analytical, organizational, and communication skills
Ability to work independently and advise ownership with confidence
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