Job Description

Choose a job you love, and you will never have to work a day in your life. — Confucius


  • Job Tag: #LI-MH1
  • Posted: March 09,2020

I'm working with a small financial services firm to help them find their new Controller. The role is open due to retirement and this person will be responsible to all Accounting/Finance and HR duties. My client is very big on culture and is quite picky with hiring because they want to ensure that their culture remains strong. They have very strong benefits and do a lot of fun things together as a group inside/outside of the office. If you're looking for a stable, tight-knit team environment, this role will be tough to beat. 


  • Preparation of financial statements in compliance with official guidelines and requirements
  • Maintains the integrity of the general ledger
  • Accounting entries and integration of finance functions into existing finance structure
  • Running various ad-hoc reports for analysis purposes
  • Improve business processes by eliminating inefficiencies and increasing quality while achieving and maintaining optimal levels of process performance.
  • Participates in quarterly balance sheet review process
  • Manage completeness and timeliness of tasks on the monthly closing schedule
  • Journal entry / account reconciliation preparation and review, as assigned
  • Maintenance of accounting policies and procedures
  • Lead the process and preparation of budgeting and forecasting
  • Participate in preparation for the annual audit
  • Help in development of reports for executive leadership
  • Review the company’s accounting information to identify and resolve inaccuracies or imbalances
  • Utilize company’s accounting system to facilitate processes and maintain records

Desired Skills and Experience

  • Proven experience in a leadership position
  • Solid knowledge of GAAP and regulations
  • Must maintain a high-level of confidentiality at all times
  • Advanced knowledge of accounting and financial processes
  • Understanding of data analysis, forecasting, planning, and budgeting
  • Working knowledge of MS Office (especially Excel) and accounting software
  • Well-organized with ability to prioritize and conquer
  • Strong communication and interpersonal skills
  • Attention to detail and problem-solving ability
  • Desire to take initiative and proactively seek efficiencies

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