Controller Services Senior

Job Description

Job Description

The Controller Services Senior is responsible to prepare client financial statements, financial forecasts, budgets, and assist with software consulting and conversions.

Essential Functions:

• Effectively utilize strong technology and accounting skills in all client engagements.
• Prepare clear and concise workpapers with definitive conclusions.
• Prepare meaningful and well-written client correspondence.
• Apply applicable accounting principles to all engagements.
• Assume responsibility for small to medium-size engagements that require one or more additional team members.
• Anticipate problems and opportunities and identify applicable solutions to common issues, keeping the engagement manager informed about project status.
• Effectively and appropriately delegate work to staff.
• Utilize more complicated computer software applications.
• Effectively apply information technology tools in assigned areas.
• Work independently.
• Follow regulations and professional ethics of the American Institute of Certified Public Accountants (AICPA), the Missouri Society of Certified Public Accountants (MOCPA), the State Board of Accountancy and the firm.
• Effectively address all open items and issues encountered on assigned engagements.
• Demonstrate a high level of resourcefulness in performing assigned tasks and engagements.
• Be concerned with individual productivity (realization, chargeability, and other factors).
• Utilize excellent project management skills needed to manage multiple engagements, tasks, and responsibilities effectively.
• Develop familiarity with budgeting applicable to client engagements.

Qualifications and Skills:

• Preferred candidates will possess or be working toward completion of a bachelor’s degree and/or master’s degree in accounting, with a goal of qualifying for and passing the CPA exam.
• Three to five years of applicable experience.
• Experience with NetSuite or Sage Intacct and QuickBooks.
• Proficiency with the Microsoft Office suite and Adobe software platforms.
• Word processing, use of spreadsheets, email, document management and calendaring programs is required.
• Excellent organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
• Exceptional attention to detail and accuracy, with a focus on delivering high-quality results.
• Strong communication and interpersonal skills, with the ability to effectively collaborate with cross-functional teams.
• Analytical mindset with problem-solving abilities.
• Ability to work independently and handle multiple projects simultaneously.

Performance Expectations:

• Adhere to all firm policies and procedures, as outlined in the Associate Handbook.
• Be pleasant, courteous, and helpful with staff and clients.
• Be efficient and organized when carrying out tasks.
• Maintain a neat and organized work environment for maximum efficiency and productivity.
• Maintain strict confidentiality of all client and business transactions.
• Effectively manage numerous tasks and projects.
• Demonstrate excellent written and verbal communication skills.
• Demonstrate a professional attitude and support a teamwork-oriented environment.
• Develop positive working relationships with clients and co-workers.
• Must have exceptional attendance.

Professional Development:

The Controller Services Senior is expected to develop professionally by pursuing the following opportunities and others, as identified.

• In accordance with My Achievement Plan (MAP) requirements, pursue continuing applicable professional education (CPE) opportunities designed to improve understanding of assigned areas of responsibility.
• Participate in firm activities related to monthly employee feedback practices and other employee development programs.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 25 – 50 pounds at times.
• Extended hours are required at certain times throughout the year, depending on client needs.

Keep in mind that the specific responsibilities and requirements of the Controller Services Senior may vary depending on the Firm's specific needs.

WK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.