Controller, Finance & Banking, Financial Manager

Position Overview

The Controller plans and directs all accounting operational functions, manages the accumulation and consolidation of financial information for internal and external financial statements, assesses accounting and internal control systems and guides departmental staff. A strong communicator and skilled financial analyst, this role is intended to streamline all budgeting, payroll and financial reporting processes. The Controller produces thorough financial-status reports for senior leadership to help improve operational efficiency and completed scheduled audits to support compliance.

• Oversees the daily workflow of the department;
• Provides constructive and timely performance evaluations;
• Reviews and approves time off requests, schedule change request, etc.;
• Handles discipline and termination of employees in accordance with company policy;
• Assists with recruiting, interviewing, hiring and organizing training for new staff in the department;
• Oversees employee workload, assigns daily tasks and projects and oversees progress;
• Manages finance, tax and accounting staff who are responsible for financial reporting, billing, collections, payroll, and budget preparation.

• Establishes internal controls and guidelines for accounting transactions, budget preparation and audits;
• Leads inter-company transactions and relationships (including reconciliation & month-end review/balancing);
• Guides all operations of the finance department, including accounts payable, billings & collections, and payroll funding;
• Oversees payroll, tax cost and accruals (Standard Payroll Cost/Accrual) - will support with understanding the PEO Financials;
• Leads financial consolidations;
• Completes corporate tax analysis with financials;
• Understands and communicates current cash flow and budget status;
• Completes forecasting & budgeting analysis;
• Completed audits as a CPA with external firm, specifically for Publicly Traded companies;
• Maintains audit compliance and requirements for SEC and IRS reporting/filing;
• Manages the production of, and monthly monitoring of, the annual budget and forecasts;
• Manages the timing for monthly billing and other cash management techniques to make sure cash collection is on time;
• Prepares cash-flow reports that project cash needs at weekly and monthly intervals while handling daily cash management;
• Completes month-end and year-end close of income statement and balance sheets, reconciles accounts and handles G/L analysis;
• Develops processes and procedures for cash management and all other functions of the accounting and finance division;
• Evaluates, implements and streamlines policies, procedures, controls and most methodologies;
• Works closely with executive team and partners to ensure that firm-wide operation is efficient and effective;
• Presents monthly financial reports to executive committees and partners;
• Assures client expectations are met by reviewing deliverables of self and team;
• Advances Finance Department initiatives, such as software and systems implementation and other departmental or firm-wide improvements, as needed, with research, planning and implementation;
• Performs other related duties as necessary or assigned.

• Skillful in analytical, quantitative, and social skills;
• Knowledge of US GAAP;
• Advanced proficiency in Quick Books;
• Able to build and deliver effective presentations to audiences with wide-ranging backgrounds;
• Outstanding technology, analytics and management experience required;
• Attentive, ability to work independently and prioritize tasks;
• Self-starter with efficient time management and organizational skills;
• Superlative communication skills, particularly the ability to communicate as a leader;
• Thorough understanding of management and financial practices in all areas and phases of business operations;
• Can competently manage multi-disciplinary/various industry finances.

• Bachelor’s degree (or equivalent) in business, accounting, or related field;
• Five or more years of experience as a senior-level accounting or finance manager;
• Professional certification, such as CPA (certified public accountant) or CA…