Controller

Job Title: Controller
Company Overview: We are a dynamic and rapidly growing group of privately held companies with the mission of leading 1 billion people to their ideal financial life through our investment strategies. Our companies operate in the financial services and property management industries; we have a 34-year history and track record of success. We are seeking a talented and experienced Controller to join our team of finance professionals. This position reports directly to the President/CFO and will play a crucial role in ensuring the financial health and stability of the organization.
Job Summary: The Controller will be responsible for overseeing all aspects of financial management, including financial reporting, budgeting, forecasting, and analysis. They will work closely with the President to develop and implement financial strategies that align with the company’s goals and objectives. The Controller will also lead a team of financial professionals and ensure compliance with relevant regulations and accounting standards.
Responsibilities:
1. Financial Reporting:
• Prepare accurate and timely financial statements, including balance sheets, income statements, and cash flow statements.
• Provide commentary and analysis of financial results, identify trends, and communicate findings to the President and executive team.
• Provide accurate financial information to support decision-making processes.
• Quality control of financials.
• Follow up on action items for monthly financial meetings.
2. Budgeting and Forecasting:
• Collaborate with department heads to develop annual budgets and forecasts.
• Monitor budget performance and provide variance analysis.
• Make recommendations for cost-saving opportunities and operational efficiencies.
• Integrate budget documents into the annual business planning binders.
3. Financial Analysis:
• Conduct regular financial analysis to identify areas for improvement and cost reduction as well as revenue enhancement.
• Assist with evaluating investment opportunities and potential acquisitions.
• Provide financial modeling and analysis for strategic decision-making.
4. Internal Controls and Compliance:

• Develop and adhere to financial policies, procedures and internal controls for the finance department.
• Establish and maintain strong internal controls to safeguard company assets.
• Stay updated on accounting standards and industry regulations to ensure compliance with relevant laws, regulations, and accounting standards.
• Coordinate and support external audits and regulatory filings.
• Ensure compliance with GAAP and other accounting principles.
5. Controller and General Accounting Duties:
• Supervise annual 1099 process.
• Collaborate with our outside CPA on annual tax return preparation. Coordinate
production and submission of tax returns.
• Coordinate and prepare financial statements for external audits.
• Monitor and manage cash flow, including cash flow projections and working capital management.
• Initiate wire transfers and intercompany transfers of funds.
• Banking: communicate with banks, coordinate online access, provide documents to banks upon request and approval from President.
• Calculate and execute commission and platform fee payments.
• Cross-training on payroll processing and assist with review and authorization of payroll administration.
• Contracting insurance coverage.
• Ad-hoc financial analysis and projections.
6. Executive Portfolio Management:
• Oversee and coordinate real property purchases (including real estate, vehicles,
businesses).
• Maintain accuracy of owner’s personal financials.
• Tracking and meeting loan obligations.
• Create and maintain annual Executive portfolio for bank review.

7. Team Leadership:

• Supervise, manage, and mentor our accounting team, providing guidance and support. Includes hiring, training, performance evaluations.
• Foster a culture of continuous improvement and professional development within the team.
• Collaborate with cross-functional teams to drive financial performance and achieve organizational goals.

Required Qualifications:
• Bachelor’s degree in Accounting, Finance, or a related field.
• Experience in related-company accounting.
• Strong knowledge of accounting principles, financial analysis, and reporting standards.
• Proficiency in financial software and systems (e.g., ERP systems, QuickBooks Online, Excel, etc.).

Preferred Qualifications:
• Five (5) years proven experience as a Controller or similar role for a group of affiliated companies.
• Public accounting experience.
• Property management accounting experience.
• Experience with Multi-state payroll administration.
• Experience with benefits and/or Human Resources administration.

Personal Attributes:
• Excellent analytical skills with the ability to interpret complex financial data.
• Ability to work effectively in a fast-paced, dynamic environment.
• Excellent written and verbal communication skills.
• Strong interpersonal skills.
• Exceptional attention to detail and accuracy.
• Demonstrated leadership abilities and experience managing a team.