Controller

Controller

External Position Title: Controller

Updated: 05/29/2026

Department: Finance Team

Reports To: Chief Operating Officer (Integrator)

Position Mission Statement

To provide hands-on financial leadership and support the financial management and decision-making process for Korhorn Financial Group (KFG), along with its subsidiaries and affiliated companies, by leading the internal accounting team, strengthening the firm's financial reporting systems, maintaining accurate and timely financial records, improving internal controls, and developing meaningful budgeting, forecasting, and financial analysis processes in accordance with the firm's standards.

Responsibilities and Tasks

- Lead, manage and hold accountable the corporate accountant, assistant corporate accountant, and other finance team support roles, as necessary.

- Serve as a hands-on working manager within the finance team, completing accounting work directly while also reviewing, coaching, and improving the work of the team.

- Ensure payroll is processed on time and in accordance with KFG's bi-weekly pay schedule.

- Oversee the month-end and year-end reporting process for Korhorn Financial Group, its subsidiaries, and affiliated companies.

- Maintain confidentiality in corporate compensation, payroll, ownership, financial records, and financial structure.

- Ensure the general ledger for KFG, along with its subsidiaries and affiliated companies, is maintained accurately and reconciled monthly.

- Review and approve monthly financial reports, including income statement, balance sheet, statement of cash flow, owner's equity, departmental financial statements.

- Prepare monthly budget-to-actual reports and communicate meaningful financial highlights to the leadership team, department leaders, and other managers.

- Lead the annual budgeting process in coordination with the CFO, integrator (COO), leadership team, and department leaders.

- Prepare and maintain 5-year financial forecasts to support ESOP planning, business valuations, long-term planning, and leadership decision-making.

- Ensure accounts payables and outstanding liabilities are paid on time without accrual of interest or late fees.

- Ensure credit cards are reconciled and approved by department leaders each month.

- Ensure bank accounts are reconciled and approved by department leaders each month.

- Monitor cash balances and maintain adequate liquidity planning to avoid insufficient funds notices and fees.

- Ensure insurance policies are paid on time annually to avoid lapse of corporate policies due to late payment.

- Maintain ADP payroll records and data integrity, and confirm ADP has prepared and filed payroll tax returns as needed.

- Ensure employee benefits, including group insurance, 401(k) retirement plans, and other benefit-related payments, are paid on time to maintain compliance with applicable laws and contracts.

- Reconcile and review Stripe credit card A/R receipts and other revenue deposit activity.

- Maintain permanent electronic and physical records for credit card accounts, corporate vehicles, insurance policies, vendor agreements, lease agreements, banking relationships, liabilities, assets, and other corporate financial transactions.

- Implement, maintain, and improve the firm's system of internal financial controls.

- Work with QuickBooks Desktop, Zoho Books, ADP, Stripe, and other systems used by the firm to improve financial accuracy, efficiency, and reporting.

- Maintain appropriate human-in-the-loop review, confidentiality, and professional judgment when using automations or artificial intelligence tools in finance-related processes.

- Participate in the finance department's weekly L10 team meeting.

- Coordinate with leadership to identify asset listings and corresponding depreciation schedules for Korhorn Financial Group, along with its subsidiaries and affiliated companies.

- Work with the corporate tax preparer to prepare and file federal, state, and local income tax returns annually.

- Assist the corporate tax preparer with personal property tax returns annually.

- Provide employee census data and other information to the firm's ESOP third party administrator and business valuation firm according to the firm's ESOP administration calendar.

- Coordinate the annual ESOP contribution with the ESOP trustee.

- Prepare the annual workers compensation audit.

- Assist the CFO, COO/Integrator, and leadership team in continuous improvement of finance team processes and procedures to gain ongoing efficiencies.

- Perform other duties as required.

Required Skills and Abilities

- Strong understanding of accounting, payroll, internal controls, and financial reporting.

- Strong understanding of month-end close, year-end close, general ledger maintenance, reconciliations, accounts payable, accounts receivable, and cash management.

- Ability to lead a small finance team as a hands-on working manager.

- Excellent written and verbal communication skills.

- Comfortable talking to senior leaders and department leaders about the details of the firm's financial records, financial results, budgets, and forecasts.

- Ability to prepare clear financial analysis and explain financial results in a practical way that helps leaders make better decisions.

- Advanced knowledge of QuickBooks Desktop, Microsoft Office, and related financial software.

- Working knowledge of ADP, Zoho Books, Stripe, n8n, and artificial intelligence tools preferred.

- Must be intrinsically motivated and able to work individually with little direction.

- Must be a team player and able to collaborate with finance team members, KFG tax & business services team members, department leaders, and senior leadership.

- High integrity and adherence to confidentiality expectations.

Education and Experience

- Bachelor's degree in accounting, finance, or related field from an accredited college or university required.

- Seven to twelve years of progressive experience, ideally including controller or assistant controller duties.

- QuickBooks certified proadvisor or able to achieve this designation.

- CPA or CMA professional designations preferred but not required.

- Knowledge of, and experience with, both cash and accrual basis of accounting.

Physical Requirements

- Prolonged periods of sitting at a desk and working on a computer.