Controller, Finance & Banking, Financial Reporting

Job Description

Controller
Job Summary

Seeking a highly skilled and detail-oriented Controller to join a leadership team in a fully onsite capacity. This is an exciting opportunity for a proactive finance professional to play a pivotal role in overseeing the financial operations of a growing, multi-entity organization. The ideal candidate will thrive in a fast-paced, collaborative environment and possess exceptional organizational, analytical, and problem-solving skills.
Compensation Package

• Competitive salary commensurate with experience
• Comprehensive benefits package, including health, dental, and vision insurance

Responsibilities
Financial Oversight & Controls

• Establish and maintain robust accounting systems, internal controls, and processes to ensure data integrity and financial accuracy.
• Lead month-end close processes and prepare timely, accurate financial statements for multiple legal entities.
• Produce monthly, quarterly, and annual financial reports, including profit & loss statements, balance sheets, and key performance metrics.
• Develop and maintain financial dashboards and management reporting.

Budgeting, Forecasting & Analysis

• Collaborate with executive leadership on budgeting, forecasting, variance analysis, and long-term financial planning.
• Track and analyze key financial and operational indicators to support growth and decision-making.
• Prepare client- and business-level cost and profitability reports comparing revenue against expenses.

Accounting Operations

• Oversee accounts payable and accounts receivable activities, including vendor payments, billing inquiries, and reconciliations.
• Manage expense tracking, receipt management, and monthly account reconciliations within Quick Books.
• Administer corporate credit card accounts and related expense reporting.

Commissions & Revenue Tracking

• Maintain and audit commission tracking schedules to ensure accurate and timely payments.
• Generate commission and revenue reports as needed.
• Monitor new business metrics in collaboration with internal teams to assess growth performance.

Payroll & Benefits Administration

• Oversee payroll processing for all employees, ensuring accuracy and compliance with applicable regulations.
• Manage semi-monthly payroll, including time tracking, reviews, and journal entries.
• Administer employee benefit contributions (401(k), HSA, FSA) and support compliance requirements.
• Oversee quarterly and annual payroll tax reporting, W-2 processing, and related filings.

Tax, Compliance & External Coordination

• Coordinate with external CPAs and advisors on federal, state, and local tax filings.
• Prepare and file required sales and use tax returns, property tax filings, and other regulatory submissions.
• Support audits, workers' compensation audits, and compliance reviews as required.
• Manage business licenses, professional licenses, and trademark renewals.

Additional Responsibilities

• Maintain petty cash controls and documentation.
• Oversee COBRA payment tracking and reconciliation.
• Support board-level or executive reporting as needed.

Qualifications/Requirements

• Bachelor's degree in Accounting, Finance, or a related field; CPA or CMA designation preferred.
• Minimum of 5-7 years of progressive accounting/finance experience, with at least 2 years in a leadership role.
• Strong knowledge of GAAP, financial reporting, and internal controls.
• Proficiency in accounting software (e.g., Quick Books) and advanced Excel skills.
• Experience managing financial operations for multi-entity organizations is highly desirable.
• Exceptional analytical, organizational, and problem-solving skills.
• Strong interpersonal and communication skills, with the ability to collaborate effectively across teams.
• High level of integrity, professionalism, and attention to detail.

#LI-MC1