Corporate Controller

Description

Learn more about Tri Vista and how our inclusive, collaborative culture earned us a Great Place to Work Award.

The Corporate Controller directs and oversees all financial and accounting activities of the organization and related entities and is responsible for translating financial information into useful management insight. The successful candidate will protect the integrity of the financial statements while building stronger FP&A support for practice leaders and internal operations. This role offers the opportunity to expand over time, in line with the growth of the organization, into a Director of Finance position with broader responsibility for budgeting, forecasting, management reporting, operating metrics, and finance partnership across the firm.

This role is critical for ensuring the company's financial health and compliance with accounting standards and regulations.

• Ensure all financial records and supporting documentation are maintained in compliance with US Generally Accepted Accounting Principles (US GAAP) and Company policies and procedures for the consolidated consulting business and foreign subsidiary
• Maintain a thorough understanding of consolidation, financial reporting and general ledger structure and integrity
• Ensure an accurate and timely monthly, quarterly and year end close
• Review and ensure accurate processing of expense reporting, payroll, A/P and A/R
• Ensure timely monthly financial reporting, including internal and external financial statements, management reports, and clear explanations of actual results versus budget/forecast
• Monitor bank accounts, manage cash availability, execute wire and ACH payments, forecast cash flow, and oversee collections activity

• Manage and oversee the independent yearly financial audit/review including PBC schedules, explanation and analysis of key business events, management initiatives impacting financial performance, and update the review memo and notes to the financial statements
• Identify and address accounting, compliance, control, and reporting risks that could affect the integrity of the company’s financial statements or financial operations

• Coordinate with outside tax and finance specialists/service providers federal and state income tax filings, reporting and payments
• Manage all yearly regulatory filings in addition to federal and state income taxation (FBAR, CAT, SOS-SI, US Census, 571L etc.)

• Partner with practice leaders and department heads to interpret financial results and improve decision-making on revenue, margin, utilization, staffing, project economics, pricing, billing, collections, and spend management
• Support and progressively assume leadership of annual budgeting, monthly forecasting, rolling forecast updates, and scenario analysis
• Develop and maintain dashboards, KPIs, and management reporting that show performance by practice, product line, customer, project, and cost center where appropriate
• Translate financial results into concise business narratives for senior leadership and operators, including what changed, why it changed, what matters, and what action is recommended
• Build trusted working relationships with practice leaders, department heads, and internal operations leaders by being responsive, concise, accurate, solutions-oriented, and proactive in follow-through
• Identify risks, opportunities, and data quality issues early, especially in project profitability, utilization, labor cost rates, billing, collections, expense trends, and forecast credibility, and lead the proactive resolution

• Continuously improve accounting and finance processes while maintaining appropriate controls and segregation of duties for a private professional services firm
• Work with IT and business users to improve reporting automation, data accuracy, workflow efficiency, and accounting system usage
• Create practical department policies, procedures, and checklists that reduce dependency on tribal knowledge
• Lead cross-functional finance…