Controller, Finance & Banking, Financial Manager

Posted 4 days ago

The Controller is a key financial leader responsible for ensuring the accuracy, integrity, and efficiency of the organization’s accounting and reporting functions. This role oversees all aspects of financial management, including day-to-day accounting operations, budgeting, forecasting, and compliance with regulatory requirements.

The Controller plays a strategic role as an advisor to executive leadership. This role analyzes trends, identifies risks, and provides recommendations that drive business performance and long-term growth. Leading and developing the finance team, the Controller fosters a culture of accountability, continuous improvement, and collaboration across departments.

• Oversee Daily accounting operations, including accounts payable, accounts receivable, and general ledger.
• Prepare and present monthly, quarterly, and annual financial statements.
• Ensure timely and accurate financial reporting in compliance with GAAP and company policies.
• Analyze financial reports and data, trends and costs, revenues, and cash management, assuring compliance with company policies and procedures, and make recommendations.

• Lead the annual budgeting process.
• Review annual budget drafts before presenting to the executive leadership team.
• Coordinate with the executive leadership team on the business plan and adjustments to the budget.
• Supports the creation and maintenance of a cashflow forecast, closely working with executive leadership to monitor and address any forecasted shortfalls.
• Develop financial forecasts under variable billing structures and provide analysis of variances.
• Partner with executive leadership to provide insights and recommendations for financial performance improvement.

• Design and maintain strong internal controls that detect and prevent financial errors and fraud, and also ensure compliance with federal, state, and local tax regulations.
• Prepares annual Financial Statements and Reports for CPA to prepare Corporate Income Tax Returns. Prepares annual Non-W2 worker Misc Tax Forms for Subcontractors. Prepares all other tax reports required by the state and/or federal governments.
• Coordinate external audits and manage relationships with auditors.
• Analyze profitability by client and case type.
• Manage billing, collections, and realization rates for optimal cash flow.
• Develop, implement, and monitor accounting policies, procedures, and systems for efficiency and accuracy.
• Identify and mitigate financial risks before they impact firm operations.
• Supervise and mentor the finance team, fostering a culture of accountability and continuous improvement.
• Provide training and support when necessary.
• Communicate financial data to attorneys and other stakeholders.

• Act as a financial advisor to executive leadership by analyzing financial trends and risks.
• Identify opportunities for new financial models and processes.
• Improves profitability and cost effectiveness across all departments without compromising compliance.
• Measure ROI from technology and infrastructure investments.
• Streamline month-end and year-end close processes.
• Support long-term business planning and strategic initiatives, and align financial strategy with the firm’s revenue growth goals.
• Develop and maintain strong relationships with vendors to monitor vendor performance, ensuring adherence to contractual obligations, quality standards, and timelines.
• Implements processes to evaluate, select, and review vendors to align with the company's financial and operational objectives.
• Holds vendors accountable for delivering value, escalating and resolving issues as needed.
• Partners with internal departments to ensure vendor services support business needs and compliance requirements.

• Master’s degree in accounting, finance, or related field strongly preferred; bachelor's degree in one of those fields required.
• 7+ years of progressive accounting/finance experience, with at least 3 years in a leadership role.
• In-depth knowledge of GAAP, financial reporting, and regulatory compliance.
• Strong analytical, problem-solving, and organizational skills.
• Proficiency with accounting software (e.g., Quick Books, Net Suite, Sage Intacct) and advanced Excel skills.
• Excellent leadership and communication abilities.
• Strong attention to detail while maintaining a big-picture perspective.
• High ethical standards and integrity.

$120,000 yearly

Safe Harbor Estate Law is a firm focused on Estate Planning and Elder Law.

We are passionate about helping clients protect themselves, their loved ones, and their assets. We pride ourselves on helping clients achieve their goals while providing an outstanding client experience. We find it very rewarding to work together collaboratively to help more clients every year.

To learn more about our company, please visit our "You Should Work Here"