--- title: 'Financial Controller at CapNexus' canonical: 'https://feeny.ai/job/financial-controller-capnexus-boston-23qje7pe348m' type: 'job' last_seen: '2026-09-07' --- # Financial Controller at CapNexus - **Company:** CapNexus - **Location:** Boston, MA - **Posted:** 2026-08-21 - **Last confirmed live:** 2026-09-07 - **Apply:** https://job-boards.greenhouse.io/capstoneintegratedsolutions/jobs/5212173007 ## Job description Department: Finance & Accounting | Reports to: Chief Executive Officer | Employment Type: Full-Time | Location: Remote (U.S.), with periodic travel to Boston! ## About CapNexus CapNexus is a technology services and consulting firm delivering cloud, AI, and enterprise implementation services to clients across retail, technology, and adjacent industries. As an AWS partner and AI-first practice, we help organizations modernize their operations and adopt emerging technology. We hold ourselves to the same standard internally — we run a lean, modern, automation-forward back office, and we are building a finance function to match. Position Summary We are seeking an AI-native Controller to own and modernize CapNexus's accounting and financial reporting function. This is a hands-on leadership role for someone who not only closes the books accurately and on time, but who instinctively reaches for AI and automation to do it faster, cleaner, and with better insight. You will own the accounting operation end to end, build real-time reporting, evaluate and implement modern finance tooling, and partner with leadership (and our investors and lenders) to deliver reporting they can trust. You will report to the CEO and work closely with business- unit leaders. ## Key Responsibilities Accounting Operations & Close - Own the monthly, quarterly, and annual close and deliver accurate financial statements on an accelerated timeline. - Manage the general ledger, AR, AP, payroll, revenue recognition (ASC 606), and account reconciliations. - Oversee and review the work of CapNexus's accounting team and outsourced accounting partner, driving accuracy and accountability. - Establish and maintain internal controls, accounting policies, and audit readiness. Financial Reporting & Analysis - Produce management and board reporting packages, KPI scorecards, and cash dashboards. - Support FP&A: budgeting, reforecasting, variance analysis, and cash-flow forecasting. - Own the chart of accounts and ensure data integrity across systems. AI-Native Finance & Systems - Evaluate, select, and implement AI-enabled tools to automate the close, reconciliations, reporting, and AP/AR workflows. - Design and maintain automated, real-time reporting dashboards spanning financial and operational metrics. - Continuously redesign finance workflows to reduce manual effort and cycle time through AI and automation, and measure the results. - Champion data hygiene and system integrations across ERP, billing, CRM, and expense platforms. Investor, Lender & Stakeholder Reporting - Prepare investor, PE sponsor, and lender reporting packages, including covenant compliance. - Support due diligence, quality-of-earnings, and external audit processes. Required Qualifications - Bachelor's degree in Accounting, Finance, or a related field; CPA strongly preferred. - 7+ years of progressive accounting experience, including 2+ years as a Controller or Assistant Controller. - Deep U.S. GAAP knowledge and demonstrated ownership of a full-cycle close. - Hands-on experience with modern ERP/accounting systems (e.g., NetSuite, Sage Intacct, QuickBooks, or Xero). - Demonstrated use of AI and automation tools in a finance or accounting context — for example close automation, AI bookkeeping, BI/dashboarding, or LLM-assisted workflows. - Advanced Excel and financial-modeling skills; comfort working directly with data. - Strong communication skills and the ability to translate numbers into decisions for non-finance leaders. ## Preferred Qualifications - Experience in a private-equity-held / PE-backed business (portfolio company) — strongly preferred, including sponsor and lender reporting cadences. - Experience in a professional-services, consulting, or technology company with project-based revenue and ASC 606 recognition. - Track record of selecting and implementing finance technology and leading finance-transformation initiatives. - Experience managing an outsourced or offshore accounting function. - Familiarity with SaaS/services metrics and AWS or cloud cost economics is a plus. What Success Looks Like (First 6–12 Months) - A faster, more reliable close and a board/investor reporting cadence leadership can count on. - At least one meaningful AI or automation initiative live, with measurable reduction in manual effort or cycle time. - Real-time dashboards in place for cash, revenue, margin, and key operational KPIs. - A clean audit and diligence-ready financials, with well-documented controls and policies. - A clear, objective assessment of the current outsourced accounting partner and finance tech stack, with a roadmap for improvement. ## Why CapNexus - Own and build a modern finance function from the ground up in an AI-first company. - High-visibility role partnering directly with the CEO and business-unit leaders. - A mandate to adopt the best modern tooling — you won't be fighting to modernize, you'll be leading it. CapNexus is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic. ## About CapNexus ## Company Overview - **One-liner**: CapNexus is a next-generation enterprise and retail technology consulting and managed services company that helps organizations modernize operations, implement mission-critical systems, and scale securely in the cloud. - **Entity Type**: Private (formed in 2026 through the strategic combination of Capstone Integrated Solutions, RPE Solutions, and the acquisition of Makira) - **Headquarters**: Middletown, New York, United States - **Founded**: 2026 - **Founders**: CapNexus was created by uniting three established firms; the leadership team includes Marty Hendrickson (CEO), Tony Santiago (Managing Director, Global Head of AI & AWS Practice), Rich Hack (Managing Director, Global Head of Sales – AI & AWS), Mark Stanford (President, Commerce Solutions), and others. [capnexus.io/about](https://capnexus.io/about) [businesswire.com](https://www.businesswire.com/news/home/20260304935296/en/CapNexus-Launches-as-a-Next-Generation-Enterprise-and-Retail-Technology-Consulting-Firm-Strengthened-by-the-Acquisition-of-Makira) ## Core Business - **Primary industry/industries**: IT Services and IT Consulting, enterprise and retail technology transformation, cloud services, AI analytics, managed hosting. - **Target customers**: Fortune 500 enterprises, mid-market organizations, and private equity–backed companies, primarily in retail, but also across multiple industry verticals. - **Mission or purpose statement**: To become the undisputed leader in enterprise and retail technology transformation – the partner organizations call first when they are ready to modernize, optimize, or scale on AWS. [capnexus.io](https://capnexus.io/) ## Products & Services - **Cloud Transformation & AWS Consulting**: AWS Advanced Tier Partner offering strategy, migration, modernization, and managed services on AWS. [capnexus.io](https://capnexus.io/) - **AI-Powered Analytics**: Data readiness, prescriptive intelligence, and AI/ML solutions to turn enterprise data into actionable insights. - **Legacy System Modernization**: Deep expertise in modernizing IBM Power Systems, ERP, WMS, OMS, POS, and custom enterprise platforms. - **Enterprise Software Implementation & Integration**: End-to-end implementation services for complex enterprise systems, with a proven methodology that aligns people, process, and technology. - **Managed Hosting & Infrastructure**: SOC 1 and SOC 2 Type 2 compliant data center services, 24/7 follow-the-sun support, including IBM Power Systems hosting and disaster recovery. - **Custom Application Development**: Full-stack web, mobile, and enterprise application development using cloud-native architectures. - **Strategic Consulting**: IT planning, software selection, business process optimization, project governance, and change management. ## Market Standing - **Valuation/Market Cap**: Not disclosed (private company) - **Key Metric**: No public revenue figures; combined entity brings decades of experience and hundreds of successful implementations. Recent headcount: 51 employees (+88.2% YoY). [linkedin.com](https://www.linkedin.com/company/capnexus-io) - **Notable Investors/Partners**: AWS (Advanced Tier Partner), client base includes Fortune 500 brands (specific names not disclosed). - **Growth Signals**: Official launch in March 2026; acquisition of Makira significantly strengthens retail implementation capabilities; aggressive investment in AI/ML and expanded AWS competencies; headcount grew 88% year-over-year; four open job postings as of the search date. [businesswire.com](https://www.businesswire.com/news/home/20260304935296/en/CapNexus-Launches-as-a-Next-Generation-Enterprise-and-Retail-Technology-Consulting-Firm-Strengthened-by-the-Acquisition-of-Makira) ## Competitive Advantages - **End-to-End, Single Accountable Team**: Covers everything from strategy and development to implementation, integration, hosting, and support – reducing complexity for clients. - **Deep Enterprise & Retail Domain Expertise**: Combined 25+ years of experience with legacy systems (IBM Power, ERP, POS) plus modern cloud/AI capabilities. - **AWS Advanced Tier Partner Status**: Certified partnership with AWS provides preferential access, technical competencies, and co-sell opportunities. - **Enterprise Compliance & Security**: SOC 1 & SOC 2 Type 2 certified hosting, HIPAA and PCI DSS compliance experience – critical for regulated industries. - **Proven Fortune 500 Track Record**: Decades of experience serving large enterprises, giving credibility and referenceability. ## Strategic Focus - **Invest in AI/ML & AWS**: Expanding advanced AI/ML capabilities, accelerated development frameworks, and next-generation hosting automation. - **Scale Internationally**: Leadership structure positions the firm for global expansion while maintaining deep domain expertise. - **Deepen Retail & Enterprise Execution**: Leveraging Makira’s implementation methodology and the combined talent pool to win larger transformation projects. - **Continue to Hire**: Active recruitment for AWS DevOps, full-stack developers, data scientists, and technical leads to support growth. [capnexus.io](https://capnexus.io/) ## Why Work Here - **Culture Highlights**: Described as “client-first, technology-agnostic” with a focus on meaningful business outcomes. Values include collaboration, innovation, and continuous learning. [capnexus.io](https://capnexus.io/) - **Remote/Hybrid Policy**: Most open roles are “Remote, US” – offering flexibility for US-based talent. - **Notable Perks & Engineering Culture**: Engineers work on challenging enterprise-scale transformations using modern cloud and AI technologies. The company is growing rapidly (88% headcount increase), providing career growth opportunities. Global delivery model offers exposure to international clients and follow-the-sun collaboration. - **Diverse Team**: Presence in US, Canada, and Poland, with a multicultural workforce. ## Sources 1. [capnexus.io](https://capnexus.io/) 2. [capnexus.io/about](https://capnexus.io/about) 3. [linkedin.com/company/capnexus-io](https://www.linkedin.com/company/capnexus-io) 4. [businesswire.com](https://www.businesswire.com/news/home/20260304935296/en/CapNexus-Launches-as-a-Next-Generation-Enterprise-and-Retail-Technology-Consulting-Firm-Strengthened-by-the-Acquisition-of-Makira) 5. 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