Controller, Finance & Banking, Accounting Manager

Corporate Controller

Position Scope:
The Controller is responsible for all finance and accounting functions of the company, including accounts payable, accounts receivable, payroll, general ledger, financial reporting, tax, and audit. This position processes payroll and works directly with Human Resources for HR related items that arise.

• Keep internal books and prepare monthly management accounts, including all ad‑hoc reporting for various staff.
• Manage bank accounts and send wires, including international wires for management fees and intercompany settlements.
• Provide key management information and contributions to the business’s financial strategy and decision‑making processes, including profitability analysis that requires monitoring of employee time tracking/hours to ensure accurate calculations.
• Analyze, prepare, and present monthly and quarterly financial, budgeting, and forecasting reports; present findings to the board, manage cash‑flow projections, and prepare the annual budget with proper detail and support.
• Manage the annual financial statement audit.
• Maintain detailed internal accounting to dissect total numbers and hold employees accountable.
• Lead the end‑to‑end audit process of current systems and act as the point of contact for external auditors.
• Take overall responsibility for the management of financial details to ensure that legal and tax requirements are met.
• Manage, mentor, and motivate the finance team.
• Review financial reports and seek ways to reduce company costs; work directly with client leads on accounts‑receivable collections.
• Find expansion opportunities and maximize profits through analysis of business and market trends.
• Propose solutions to identified risks and effectively manage stakeholder expectations.
• Control the preparation and interpretation of statutory accounts and present findings.
• Drive continuous improvement of end‑to‑end accounting practices.
• Manage 401(k) compliance and prepare and submit the final audit to the administrator.
• Manage various insurance policies and coverages; prepare and submit the final audit to the insurance provider.
• Draft service agreements based on agreed‑upon fees.
• Handle TFSI SOC1 – SSAE 16.
• Complete other duties as assigned.

• Undergraduate degree in Accounting (preferred).
• Active Certified Public Accountant (CPA) designation (required).
• 3‑5 years’ experience as a Controller in the financial industry (preferred).
• 1‑3 years of supervisory experience (required).
• Excellent written and verbal English communication skills.
• Effective self‑management and project management abilities.
• Ability to execute all aspects of accounts payable, accounts receivable, general ledger, and payroll functions.
• Ability to create detailed annual budgets.
• Ability to create, maintain, and audit an internal control system for all finance functions and be the primary contact for independent auditors.
• Ability to successfully and accurately coordinate preparation of annual tax returns.
• Highly organized with well‑developed planning, analytical, and decision‑making skills.

• Proven record of driving efficiencies through technology/applications.
• Microsoft Outlook Suite (required).
• Advanced Excel proficiency (required).
• Experience with  (preferred).
• Experience with Bamboo
  
  HR Payroll or any other major payroll vendor (preferred).

Director

Full‑time

Accounting/Auditing and Finance