Heritage MEP

Role Description Heritage MEP is looking for a hands-on Controller to help build the finance infrastructure for a growing multi-entity mechanical services platform. This is not just a traditional close-and-report role. You’ll work closely with the CFO to improve processes, standardize reporting, strengthen controls, and help scale the accounting function across multiple operating companies. This is a strong fit for someone who enjoys bringing order to complexity, building better systems, and creating a finance organization that can grow with the business. Our platform currently includes 10 operating companies, with additional companies expected to join. The environment is dynamic, acquisition-driven, and operationally complex. We are also in the middle of a Sage Intacct implementation, so this role will play a major part in helping shape how accounting runs across the platform going forward. What You’ll Do - Own the close and reporting process - Lead the monthly close across multiple operating companies - Ensure timely, accurate, and GAAP-compliant financial reporting - Maintain strong balance sheet integrity, reconciliations, and reporting discipline - Improve the consistency and repeatability of month-end processes - Build scalable accounting processes - Standardize accounting workflows, policies, and SOPs across the platform - Improve visibility and consistency across different entities, systems, and charts of accounts - Support accounting for job costing, WIP, percentage-of-completion, accruals, fixed assets, and lease accounting - Help create a finance function that can support continued growth and acquisitions - Help optimize Sage Intacct - Support the design and optimization of the Sage Intacct platform - Help standardize charts of accounts, dimensions, reporting structures, and workflows - Partner on system configuration, process alignment, and accounting best practices - Assist with onboarding operating companies into a more standardized financial environment - Work closely with the CFO and operating company leaders - Provide actionable reporting and financial clarity to leadership - Help coach and support accounting staff, bookkeepers, and local finance resources across the organization - Contribute to integration efforts as new companies are brought into the platform What Success Looks Like in Year One - Month-end close becomes more reliable, timely, and repeatable across entities - Sage Intacct is operational and positioned to scale across the platform - Core accounting processes are better documented and standardized - Reporting quality and visibility improve for both leadership and operating companies - The accounting team structure becomes stronger and more scalable Qualifications - Strong accounting background, ideally in a multi-entity or public accounting environment - Experience leading or supporting monthly close and financial reporting - Hands-on experience with Sage Intacct - Experience with QuickBooks Desktop - Strong Excel and data skills - Solid command of GAAP, including: - Accrual accounting - WIP / percentage-of-completion - Fixed assets and depreciation - ASC 842 lease accounting - Acquisition-related accounting concepts Nice to Have - Exposure to construction, mechanical services, field services, or multi-location operating environments - Familiarity with tools such as BuildOps, ServiceTitan, or Sage Construction Management - Experience helping standardize or improve systems during periods of growth or change Who You Are - Hands-on and willing to dive into the details - Comfortable operating in an evolving environment - Process-minded, but practical - Naturally organized and solutions-oriented - Curious, proactive, and persistent - Able to work well across teams and personalities - Calm under pressure and focused on getting things done the right way Benefits - 401(k) - 401(k) matching - Bonus based on performance - Competitive salary - Dental insurance - Health insurance - Paid time off - Training & development - Vision insurance Company Description Heritage MEP is building a high-performing multi-entity platform across the mechanical services space. This role is a chance to help shape the finance infrastructure of a growing organization at an important stage of scale. If you enjoy improving processes, building systems, and helping a business mature its accounting operations, this could be a great fit. Heritage MEP is a Holding Company for Heritage Holding LLC ( heritage-holding.com ) This is a remote position.