Understand and use the customer’s business goals and challenges to analyze and interpret financial data and provide client with feedback when appropriate.
Understanding general business compliance and the overall impacts on the client’s financial statements and business.
Develop the client relationship by providing a high standard of accounting and finance support to the client and their partners when needed.
Proactively communicate with the client about actionable insights on the financial status of the business
Provide budgeting, cash forecasting, and financial modeling based on the client’s business needs
Take ownership of the accuracy and completeness of all accounting and financial reporting to the client and meet all deadlines.
Present financial reports in a timely manner through email, calls, or meetings with the client
Proactively seek opportunities to grow the scope of accounting and finance work that is provided to the client by actively engaging with the client to understand their business goals, challenges, and needs
Manage team of Accounting and Finance staff to prioritize the work including daily coding of transactions, Accounts Receivable invoicing, Accounts Payable billing and payment entries, month-end closing, payroll, and ad hoc projects to ensure work is executed in a timely, effective, and high standard. May sometimes need to get into the details and make entries into the financial system.
Completes client requirements by scheduling and assigning employees, following up on work results.
Provide technical accounting and procedural guidance to the accounting and finance team
Act as liaison for communications between the client and accounting and finance team
Communicate, document, and execute proper financial policies and procedures and any changes to them in a timely manner
Manage the accounting and finance team’s time to maintain client profitability and provide timely analysis to the management team for any changes
Review the work of the accounting and finance staff and provide timely feedback and guidance
Maintains accounting and financial staff by helping in the recruiting, selecting, and training of employees.
Maintains accounting and financial staff job results by coaching, counseling, and disciplining employees by planning, monitoring, and appraising job results.
Controller Qualifications / Required Skills:
Experience managing Payroll Processes/ Gusto experience desirable
Experience with ADP, and other payroll processing platforms.
High level, recent hands-on use and experience with QuickBooks and QuickBooks online
Rent hands on experience with Bill.com,
Managing processes strategically from start to completion
Financial software – ability to learn and quickly master client finance systems
Developing standards – Ability to formalize processes in writing
Auditing, accounting, and corporate finance – Full scope knowledge of Finance processes
Tracking budget expenses – High level of Microsoft Excel skills required
Analyzing information, preparing presentations for clients and Leadership Team
Developing budgets - recent previous experience
Employee performance management – Ability to assess performance of employees
Recent operations hands-on use/knowledge in tools, and ability to train and provide guidance to new hires at lower levels in operational roles.
A high level of people leadership and management skills.
Experience in working with multiple legal entities including knowledge of US state taxes and registration processes under different legal umbrellas
Experience with financial reporting and auditing requirements

Controller

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