Assistant Controller - Accounting & Systems

Join the Conejo Services Team!

Conejo Services is a growing multi-trade home services company serving HVAC, Plumbing, Electrical, Roofing, Insulation, Pools, and Garage Doors. As we continue to grow and expand, we are looking for an experienced, hands-on Assistant Controller – Accounting & Systems to join our Finance team and report directly to the Chief Financial Officer.

This is an excellent opportunity for an accounting professional who enjoys being directly involved in the work. We are looking for someone who can not only provide accounting oversight but also personally prepare journal entries, perform reconciliations, research discrepancies, troubleshoot accounting issues, and help improve our financial systems and processes.

What You’ll Do

As our Assistant Controller, you will take ownership of general accounting, balance-sheet integrity, month-end close, accounting-system accuracy, and financial reporting support. You will work closely with the CFO and accounting team while helping strengthen our accounting processes as the company grows.

Key responsibilities include:

• Lead the monthly and year-end close process, including maintaining close checklists and deadlines.
• Prepare and review journal entries, accruals, prepaids, reclasses, payroll-related entries, fixed assets, depreciation, and month-end adjustments.
• Prepare and review balance-sheet reconciliations and resolve unusual or unsupported balances.
• Review the general ledger for miscoding, duplicate transactions, missing entries, prior-period activity, and other discrepancies.
• Support monthly financial reporting, budget-to-actual analysis, departmental and trade reporting, tax preparation, audits, and special CFO projects.
• Provide accounting oversight of Accounts Payable and Accounts Receivable while dedicated team members manage the routine day-to-day workflow.
• Serve as a technical accounting resource and help develop, document, and improve accounting procedures and internal controls.
• Support accounting needs associated with new trades, locations, systems, acquisitions, and other company growth initiatives.

Accounting Systems & Technology

This role will work extensively within ServiceTitan, QuickBooks Enterprise, Ramp, and Excel.

ServiceTitan

• Reconcile ServiceTitan activity to the general ledger.
• Troubleshoot revenue, invoices, payments, deposits, financing, refunds, credits, memberships, AR balances, and accounting exports.
• Identify incomplete or improperly classified transactions and coordinate corrections with Accounting and Operations.
• Support improvements involving job costing, purchasing, inventory, membership accounting, and system integrations.

QuickBooks Enterprise

• Prepare entries, research transactions, reconcile accounts, review class/trade coding, and support financial reporting.
• Maintain the chart of accounts and reporting structure to support accurate departmental and trade reporting.

Ramp

• Oversee accounting treatment and reconciliation of corporate-card and expense activity.
• Improve expense controls and resolve Ramp-to-QuickBooks discrepancies.

What We're Looking For

We're looking for someone who is:

• Highly organized and detail-oriented
• A strong communicator
• Comfortable speaking with customers by phone, text, and email
• Able to manage multiple tasks and deadlines
• Dependable and committed to following through
• Comfortable working in a busy environment where priorities can change
• A team player who works well with both office and field employees
• Comfortable using computers, email, calendars, and scheduling systems
• Interested in learning about HVAC, Electrical, Roofing, permitting, inspections, and installation operations

Experience

• 5–8 years of progressive accounting experience, with strong general ledger and month-end close responsibilities.
• Hands-on experience preparing journal entries, accruals, balance-sheet reconciliations, and financial schedules.
• Strong working knowledge of accrual accounting and U.S. GAAP.
• Strong QuickBooks Enterprise experience.
• Hands-on ServiceTitan accounting experience strongly preferred.
• Strong Excel skills, including pivot tables, lookups, reconciliations, and financial analysis.
• Ability to independently investigate and resolve accounting and system discrepancies.
• Bachelor’s degree in Accounting, Finance, or a related field preferred

BENEFITS

• Medical, Dental, and Vision insurance
• 100% paid life and disability insurance
• 401K Retirement plan
• Paid sick days
• Paid Vacation

Join our dedicated team of professionals where your skills will be valued, and your contributions will make a difference!

*Conejo Services is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.