COMPANY BACKGROUND/CULTURE

Our client is a successful, tenured professional services firm that is going through a growth epoch.

Position Overview

The Controller manages the company’s overall accounting operations, including budgeting, forecasting, financial reporting, profitability, general ledger and cash flow. The Controller serves as the tax liaison with the company’s Tax partner.

Key Responsibilities

• Directly manages the financial operations of the firm.
• Prepares budgets and supporting information; collecting, analyzing, and consolidating financial data; recommending plans of action.
• Run the month-end and year-end closing.
• Provides monthly financial reporting of the Income Statement, Balance Sheet and Cash Flow Statement.
• Prepares special reports by collecting, analyzing, and summarizing information and trends.
• Monitors and confirms financial condition by conducting analysis and providing information to external tax practitioners where required.
• Complies with federal, state, and local legal requirements for various taxes levels and advises management on needed actions when necessary.
• Maintain company relations with banks, vendors, and professional service providers.
• Prepares Ad Hoc reports and analysis as needed by the Managing Partner or Leadership team.
• Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
• Protects company operations by keeping confidential financial information.
• Ability to manage a high-volume department with strict adherence to client requirements and Firm policies/procedures.

Professional Experience/Qualifications

• B.A. or B.S. degree in Accounting or Finance.
• Experience in a professional services accounting department with a minimum of 5 years of management experience.
• QuickBooks experience required. Billing software experience preferred. Experience with ancillary software to improve efficiency and reporting.
• Excellent interpersonal, organizational, and analytical skills required.
• Ability to organize and prioritize numerous tasks and complete them by set deadlines.
• Ability to express self effectively and professionally both verbally and in writing so that effective working relationships are established with various levels of personnel throughout the business.
• Must exhibit a high level of customer service and show support for the company’s beliefs and values as they relate to customer service.
• Experience reconciling bank accounts and client trust accounts.

SE# 510721111