An established professional services organization is seeking an experienced Financial Controller to lead accounting and financial operations. This opportunity arises from a planned retirement, allowing for a structured transition period and knowledge transfer from the departing financial leader.
This is a true Controller position focused on accounting leadership, financial operations, compliance, reporting, payroll administration, banking relationships, and day-to-day financial management. The role is not designed as a CFO-level strategic finance position.
What You'll Do
Oversee all day-to-day financial operations
Manage trust accounting and compliance requirements
Supervise two direct reports
Process payroll and coordinate related reporting
Administer retirement plan contributions and reporting
Review client invoicing and billing arrangements
Manage accounts payable and accounts receivable activities
Reconcile multiple bank accounts and oversee deposits
Prepare financial reports for leadership
Coordinate annual audits and insurance-related reviews
Work directly with outside accounting professionals on year-end matters
Review and approve payments, checks, and wire transfers
Support employee benefits administration and enrollments
Identify operational improvements and technology enhancements
Qualifications
Bachelor's degree in Accounting, Finance, Business, or a related field preferred
7+ years of accounting and financial operations experience preferred
Prior leadership or supervisory experience required
Experience with payroll administration required
Advanced Excel skills required
Strong financial judgment and decision-making ability
Ability to manage confidential financial information with discretion
Professional services experience preferred
Trust accounting experience is highly preferred
Experience with legal accounting software is a plus
Work Environment
The organization offers a collaborative, team-oriented culture with long employee tenure and strong professional relationships. Leadership values operational excellence and welcomes ideas that improve efficiency, processes, and technology utilization.
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