CONTROLLER
Position Summary
Reporting to the Chief Accounting Officer (CAO), the Controller will be responsible for oversight of all finance, accounting, and reporting activities of our family office and selected portfolio companies. The Controller will manage all day-to-day finance operations and supervise a growing team with functional responsibility over accounting, financial statement reporting, trust reporting, tax reporting, accounts payable, accounts receivable, payroll. This position will partner with the CAO and senior leadership.
Responsibilities
· Oversee all accounts, ledgers, and reporting systems ensuring compliance with appropriate GAAP and tax reporting requirements.
· Regularly interact and respond to the needs and requests of our clients, service providers, and operations staff in a timely and professional manner.
· Regularly analyze financial data and present financial reports in an accurate and timely manner; clearly communicate monthly, quarterly, and annual financial statements; monitor progress and changes and keep senior leadership informed of our company’s financial status.
· Support senior management in preparing presentations and summaries of key performance indicators as required.
· Manage organizational cash flow forecasting.
· Play an active role in developing and enhancing all financial systems to maximize reporting efficiencies.
· Maintain and manage a strong internal control environment with emphasis on proper financial reporting and safeguarding of assets.
Position Requirements
· Certified public accountant with four (4) or more years experience working in a public/private accounting environment.
· Working knowledge of general ledger accounting and transaction processes required for privately held service and manufacturing companies.
·Detail orientation and an interest in a broad hands-on role in the accounting function.
·Aptitude for accuracy and timeliness.
·Computer literacy with proficiency in MS office products (Excel, Word, PowerPoint) and financial management software.
·Excellent planning, communication and leadership skills and potential.
·Ability to work effectively as a member of a team.