Assistant Controller

The Assistant Controller reports directly to the President and maintains a collaborative dotted-line relationship with the Vice President of Finance for technical accounting guidance, financial reporting alignment, and consistency in financial practices across both organizations. This dotted-line relationship is advisory and collaborative in nature and does not create a direct supervisory reporting relationship.

This position supports Bonney-Watson’s accounting operations, financial reporting, budgeting, payroll oversight, trust accounting, compliance, and financial systems. The Assistant Controller works closely with the President, Vice President of Finance, and leadership team to support accurate financial reporting, effective internal controls, operational decision-making, and the overall efficiency of the company’s financial operations.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

• Provide a professional approach and decorum with customers and fellow staff members and adhere to Bonney Watson’s Mission Statement and Values

Accounting and Financial Reporting

• Oversee day-to-day accounting operations, including the general ledger, accounts payable, accounts receivable, payroll oversight, inventory, fixed assets, cash management, and month-end close.
• Prepare, review, and analyze monthly, quarterly, and annual financial statements and management reports.
• Ensure compliance with GAAP, company accounting policies, and applicable federal, state, and local tax regulations.
• Review account reconciliations, journal entries, and supporting documentation.
• Analyze financial performance, identify trends and variances, and provide recommendations to management.
• In coordination with the VP of Finance, coordinate the annual budgeting, forecasting, and long-range financial planning processes.
• Coordinate the annual financial statement audit and support external auditors.
• Assist VP of Finance with the preparation of Board materials, finance committee, trust committee, and executive-level reporting.
• Oversees and directs the preparation and issuance of the corporation's annual report.
• Assist VP of Finance in determining appropriate levels of owner distributions for Board approval, oversee processing and communicating to shareholders.

Trust, Investment, and Real Estate Accounting

• Oversee accounting and reporting for Endowment Care Funds, Prearranged Funeral Services and Merchandise Trusts, investment portfolios, real estate activities, and other fiduciary accounts.
• Coordinate trust reconciliations, audits, regulatory reporting, and compliance requirements.
• Work with investment advisors, custodians, auditors, financial institutions, legal counsel, and regulatory agencies as needed.

Payroll and Commission Oversight

• Oversee payroll and commission processes to ensure accuracy, compliance, timely processing, and appropriate internal controls.
• Support payroll tax reporting, year-end processing, and related audits.

Leadership and Team Development

• Lead, mentor, and develop the accounting team by establishing priorities, assigning workloads, and ensuring timely completion of department responsibilities.
• Provide coaching, training, performance feedback, and promote cross-training, accountability, and continuous process improvement.

Systems and Process Improvement

• Support accounting system implementations, upgrades, and conversions, including Microsoft Dynamics GP, cemetery management software, payroll, and related financial systems.
• Identify opportunities to strengthen internal controls, improve reporting accuracy, streamline workflows, and increase operational efficiency.
• Develop, document, and maintain accounting policies, procedures, and internal control practices.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Strong knowledge of GAAP, financial reporting, budgeting, payroll oversight, and internal controls.
• Experience…