Controller

Position Overview:
The Controller plans and directs all accounting operational functions, manages the accumulation and consolidation of financial information for internal and external financial statements, assesses accounting and internal control systems and guides departmental staff. A strong communicator and skilled financial analyst, this role is intended to streamline all budgeting, payroll and financial reporting processes. The Controller produces thorough financial-status reports for senior leadership to help improve operational efficiency and completed scheduled audits to support compliance.

Supervisory Responsibilities:

• Oversees the daily workflow of the department;
• Provides constructive and timely performance evaluations;
• Reviews and approves time off requests, schedule change request, etc.;
• Handles discipline and termination of employees in accordance with company policy;
• Assists with recruiting, interviewing, hiring and organizing training for new staff in the department;
• Oversees employee workload, assigns daily tasks and projects and oversees progress;
• Manages finance, tax and accounting staff who are responsible for financial reporting, billing, collections, payroll, and budget preparation.

Duties/Responsibilities:

• Establishes internal controls and guidelines for accounting transactions, budget preparation and audits;
• Leads inter-company transactions and relationships (including reconciliation & month-end review/balancing);
• Guides all operations of the finance department, including accounts payable, billings & collections, and payroll funding;
• Oversees payroll, tax cost and accruals (Standard Payroll Cost/Accrual) - will support with understanding the PEO Financials;
• Leads financial consolidations;
• Completes corporate tax analysis with financials;
• Understands and communicates current cash flow and budget status;
• Completes forecasting & budgeting analysis;
• Completed audits as a CPA with external firm, specifically for Publicly Traded companies;
• Maintains audit compliance and requirements for SEC and IRS reporting/filing;
• Manages the production of, and monthly monitoring of, the annual budget and forecasts;
• Manages the timing for monthly billing and other cash management techniques to make sure cash collection is on time;
• Prepares cash-flow reports that project cash needs at weekly and monthly intervals while handling daily cash management;
• Completes month-end and year-end close of income statement and balance sheets, reconciles accounts and handles G/L analysis;
• Develops processes and procedures for cash management and all other functions of the accounting and finance division;
• Evaluates, implements and streamlines policies, procedures, controls and most methodologies;
• Works closely with executive team and partners to ensure that firm-wide operation is efficient and effective;
• Presents monthly financial reports to executive committees and partners;
• Assures client expectations are met by reviewing deliverables of self and team;
• Advances Finance Department initiatives, such as software and systems implementation and other departmental or firm-wide improvements, as needed, with research, planning and implementation;
• Performs other related duties as necessary or assigned.

Required Skills/Abilities:

• Skillful in analytical, quantitative, and social skills;
• Knowledge of US GAAP;
• Advanced proficiency in QuickBooks;
• Able to build and deliver effective presentations to audiences with wide-ranging backgrounds;
• Outstanding technology, analytics and management experience required;
• Attentive, ability to work independently and prioritize tasks;
• Self-starter with efficient time management and organizational skills;
• Superlative communication skills, particularly the ability to communicate as a leader;
• Thorough understanding of management and financial practices in all areas and phases of business operations;
• Can competently manage multi-disciplinary/various industry finances.

Education and Experience:

• Bachelor's degree (or equivalent) in business, accounting, or related field;
• Five or more years of experience as a senior-level accounting or finance manager;
• Professional certification, such as CPA (certified public accountant) or CA (chartered accountant) Preferred;
• Industry Accounting experience in - managing financials in Wholesale, Manufacturing, PEO, Hospitality & Accounting Bookkeeping services;
• Banking Industry experience desired;
• Accounting experience in publicly traded company a plus.

Physical Demands and Work Environment:

• While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate a computer, telephone, and keyboard;
• Specific vision abilities required by this job include close vision requirements due to computer work;
• Light to moderate lifting may be required;
• Regular, predictable attendance is required; including quarter-driven hours as business demands dictate;
• Moderate noise (i.e., business office with computers, phone, and printers, light traffic);
• Ability to work in a confined area;
• Ability to sit at a computer terminal for an extended period.

Salary Range:

• $140,000 - $150,000 annually

Disclaimer:

This Job Description is only a summary of the typical functions of the position or role, not an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. Additionally, responsibilities, tasks, and duties of the employee in this role might differ from those outlined in the Job Description and other duties may be assigned on a permanent or temporary basis based on business needs.


The Job Description is intended to be a general representation of the responsibilities and requirements of the job. However, the description may not be all-inclusive, and responsibilities and requirements are subject to change.

Equal Employment Opportunity

It is the policy of the Company to provide equal employment opportunities to all employees and employment applicants without regard to unlawful considerations of race, religion, color, national origin, sex, sexual orientation, gender identity or expression, age, sensory, physical, or mental disability, marital status, veteran or military status, genetic information, or any other classification protected by applicable local, state, or federal laws. This policy applies to all aspects of employment, including, but not limited to, hiring, job assignment, compensation, promotion, benefits, training, discipline, and termination. Reasonable accommodation is available for qualified individuals with disabilities, upon request.