The Controller is responsible for overseeing the development and implementation of accounting principles, policies, and procedures to ensure the accuracy and timeliness of financial reporting. This role leads all general accounting functions, including ledger management, bank reconciliations, financial reporting, audit preparation, and assisting with budgeting and financial forecasting.

Key Responsibilities:

• Maintain a deep understanding of the organization’s financial reporting structure and general ledger.
• Ensure timely and accurate completion of monthly, quarterly, and annual financial close processes.
• Oversee the preparation and reporting of financial data on a monthly basis.
• Manage daily banking operations and ensure compliance with all banking requirements.
• Oversee the accurate and timely execution of positive pay transactions within the banking system.
• Ensure compliance with reporting requirements for senior and mezzanine lenders.
• Assist in the budgeting and financial forecasting process.
• Serve as the primary liaison with external auditors, including independent, state, and local auditors.
• Communicate with client analysts regarding financial matters related to lending.
• Collaborate with department leaders to align financial operations with company goals and objectives.
• Monitor department efficiency, identifying opportunities to improve procedures and resource utilization while maintaining accuracy.
• Work closely with the CFO to facilitate a smooth and timely year-end audit.
• Support the CFO in special projects and process improvement initiatives.
• Perform additional duties as needed.

Skills

• Written Communication – Expert ability to write reports, correspondence, or response letters to customers.
• Verbal Communication – Expert ability to speak to groups, makes presentations, influence results, negotiate outcomes, and respond to questions.
• Budgetary Development – Maintain primary development authority for department budget.
• Project Management – Proficient ability to plan own projects, establish priorities, and meet deadlines.
• Computer Skills – Expert skills in Microsoft Office suite, Solomon; ability to utilize software or technical applications and systems at an intermediate to advanced level, as needed.
• Language Skills – Bilingual ability preferred but not required.

Education/Experience

BA/BS in Business with an emphasis in Accounting, CPA, with 5 to 10 years’ experience preferred.

Knowledge of Loan Accounting and most recent experience within a lending environment

Full ownership/experience of financial statements, general ledger accounting and the management, motivation, and mentorship of an accounting team.