Controller

Summary:  

The Controller will oversee the company's accounting operations, financial reporting, and financial control environment. This is a hands-on leadership position responsible for maintaining accurate and timely financial records, managing the monthly close process, overseeing payroll processing, strengthening accounting policies and procedures, and providing reliable financial information and analysis to management.

The ideal candidate is an organized, detail-oriented accounting professional who takes pride in accuracy, consistency, and accountability. This position is well suited for someone who enjoys building and maintaining sound accounting practices, identifying and resolving issues, improving processes, and serving as a trusted financial resource to company leadership. 

Essential Job Functions:

• Oversee the company's day-to-day accounting operations and ensure accounting activities are completed accurately and timely.
• Manage the monthly, quarterly, and annual financial close processes.
• Prepare and review monthly financial statements, financial schedules, and management reports.
• Maintain the general ledger and ensure all accounts are properly reconciled and supported.
• Oversee accounts payable, accounts receivable, cash management, and other accounting functions.
• Process and oversee payroll through Paylocity, including payroll data entry, payroll calculations, deductions, taxes, and direct deposits.
• Review payroll for accuracy and ensure employees are paid accurately and on time.
• Maintain payroll records and reconcile payroll accounts, payroll taxes, and related liabilities.
• Coordinate payroll tax filings and payments and work with Paylocity and outside advisors as needed.
• Monitor cash balances, banking activity, and cash flow requirements and communicate significant items to management
• Review bank, credit card, and other balance sheet reconciliations and ensure discrepancies are investigated and resolved.
• Prepare and review journal entries, accruals, prepaids, allocations, and other adjusting entries.
• Monitor accounts receivable and assist with collection activities and credit-related matters.
• Maintain accurate fixed asset records and depreciation schedules.
• Assist management with budgeting, forecasting, cash flow planning, financial analysis and other strategic financial matters.
• Coordinate with outside CPAs, auditors, tax professionals, banks, insurance providers and other financial partners.
• Prepare schedules, analyses and support documentation for tax filings, audits, financial reviews and other reporting requirements.
• Establish, document, and maintain appropriate accounting policies, procedures, and internal controls.
• Ensure financial records and reporting are accurate and maintained in accordance with GAAP and applicable regulatory requirements.
• Monitor accounting processes and identify opportunities to improve efficiency, accuracy, financial controls and reporting.
• Participate in and/or lead ERP implementations, system transitions, and accounting software conversions, including planning, data migration, testing, reconciliation, process documentation, and user training.
• Assist with transitions between accounting systems while maintaining accuracy, integrity, and continuity of financial records and reporting.
• Maintain and effectively utilize accounting systems, including QuickBooks Enterprise
• Assist with accounting software, reporting tools, and system improvements as needed.
• Provide guidance, training, and oversight to accounting personnel and help establish clear expectations and processes.
• Review accounting work for accuracy, completeness, and compliance with established policies and procedures. 
• Serve as a reliable financial resource and business partner to management and other departments.
• Handle special accounting, financial, and business projects as assigned.

Competencies:

• Strong understanding of GAAP and financial accounting principles.
• Strong Excel/Google Sheets skills and ability to analyze and present financial information effectively.
• Excellent attention to detail, organization, and follow-through.
• Strong analytical, problem-solving, and decision-making abilities.
• Excellent written and verbal communication skills.
• Ability to work independently, prioritize competing responsibilities, and manage deadlines with minimal supervision.
• Strong leadership and relationship-building skills with the ability to work effectively with employees at all levels of the organization.
• Strong sense of ownership, integrity, accountability and confidentiality.
• Ability to handle sensitive financial, payroll, employee, and company information with discretion.

Educational & Experience Requirements:

• Bachelor's degree in Accounting, Finance, or a related field preferred.
• 5+ years of progressive accounting experience, with Controller, Assistant Controller, Accounting Manager, or Senior Accountant experience preferred.
• CPA or CPA-track experience preferred.
• Experience training accounting staff in new accounting or ERP systems.
• Experience in a privately held or family-owned business.
• Previous experience supervising or mentoring accounting staff. 

Physical Requirements:

• Ability to move around within the office setting or travel to attend meetings, conferences, or other business-related events.
• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 35 pounds at times.
• Must be able to access various departments of a given location.