Controller, Finance & Banking, Accounting Manager

Directs the accounting function and assumes responsibility for the accurate recording of the organization’s transactions, establishing appropriate accounting policies, controls and procedures, and providing timely, reliable, and accurate monthly, quarterly, and annual financial statements and reports. Leads the accounting team and the day‑to‑day operations of the Accounting department.

• Leads the development and successful accomplishment of department goals and objectives
• Assumes responsibility for the successful completion of all baseline responsibilities of the department including, but not limited to:
• Accounts Payable function of vendor, board, and employee payments
• Accounts Receivable function of billing, receipts, and collections
• Biweekly Payroll processing and retirement contribution processing
• Assumes responsibility for the monthly close process, including:
• Monthly bank reconciliations
• Monthly close journal entries, including the appropriate capitalization of software development
• Analysis of monthly results based on analytical understanding of all aspects of operational results including analysis for the CFO
• Preparation and distribution of monthly budget to actual reports to management
• Prepares the quarterly financial statement reporting package to the Board of Directors and annual financial statements, including notes, in accordance with accounting principles generally accepted in the United States of America
• Monitors accounting pronouncements and American Institute of Certified Public Accountants (AICPA) guidance to determine application to and implications for the MSRB; documents such in memos to the file and to be shared with the external auditors, as applicable
• Develops, implements, and maintains the accounting policies and procedures and recommends new policies and procedures as appropriate, including oversight and review of vendor / third‑party controls
• Develops annual department budget including depreciation and property tax budgets for the MSRB
• Manages the annual financial audit and serves as the primary liaison with external independent auditors
• Prepares IRS Form 990 support and select schedules
• Assures tax compliance related to 990 Tax filing, DC short‑term disability tax filing and payment, sales and use tax, proxy tax, personal property tax, state escheatment processes, payroll taxes, any UBIT, and other applicable taxes
• Manages the annual 401(k) retirement plan audit and serves as the primary liaison with independent auditors
• Responsible for the preparation of the MSRB 401(k) Retirement Plan financial statements, reconciliation to Form 5500, and timely filing of Form 5500
• Assumes responsibility for the monitoring of third‑party providers including establishing and managing reconciliations to ensure compliance with IRS and DOL laws
• Assumes responsibility for the preparation of bi‑annual corporate insurance renewal applications and support schedules
• Manages the annual workers’ compensation audit and serves as the primary liaison with external auditors
• Manages banking relationships including administration of the corporate credit card program
• Serves as custodian for all accounting records and manages the accounting record retention policy
• Identifies opportunities for improving service and procedures; reviews with accounting staff and management staff, if needed, and implements improvements
• Responsible for department staff management including effective goal setting, mentoring, coaching and training
• Maintains a work environment conducive to positive morale, individual style, creativity and teamwork
• Performs other duties as assigned

Bachelor’s degree with a concentration in Accounting, Business Administration, Finance or related degree along with a CPA. 10 years of experience with a mix of public accounting and private experience as Controller or Head of Accounting. Proven ability to apply standards established by the Financial Accounting Standards Board and an in‑depth knowledge of accounting principles generally accepted in the United States of America.

In‑depth knowledge of best practices for the design, implementation, and maintenance of…