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Overview:
A professional services firm is seeking a Controller to serve as a key financial and operational advisor to ownership and is responsible for overseeing all accounting, financial management, and general business administration activities. This role is ideal for a hands-on leader who can manage day-to-day accounting while also supporting strategic decision-making in a dynamic, growing small business environment.
This individual should be proactive, detail-oriented, and comfortable wearing multiple hats across finance, operations, HR, and administrative functions.
Key Responsibilities:
Financial Management & Reporting
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Oversee all accounting operations, including month-end and year-end close.
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Prepare financial statements, supporting schedules, and year-end documentation for external accountants (tax filings, financial reviews, etc.).
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Manage cash flow planning, budgeting, forecasting, and financial analysis to support business decisions.
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Maintain general ledger accuracy and ensure compliance with accounting standards.
Team Leadership & Development
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Manage a small accounting/finance team, overseeing workloads, mentoring staff, and fostering a collaborative environment.
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Support training, process improvements, and professional development.
Banking & Treasury
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Serve as primary contact for banking relationships.
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Oversee bank activity, credit card programs, reconciliations, and cash management.
Tax & Compliance
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Coordinate annual tax filings with external tax professionals.
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Ensure timely filing of business licenses, local/state registrations, and regulatory compliance.
Payroll, Benefits & HR Support
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Oversee payroll processing, employee benefits administration (health, retirement plans, etc.), and annual renewals.
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Support HR functions such as onboarding/offboarding, employee records, compensation updates, and compliance with employment regulations.
Insurance & Risk Management
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Manage business insurance policies including general liability, workers’ compensation, and other required coverages.
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Ensure timely renewals and documentation as needed.
Systems, Technology & Process Improvements
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Maintain accounting and business systems; coordinate with IT service providers for technology needs.
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Identify and implement process enhancements, automation tools, and new technologies to increase efficiency.
General Business Administration
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Coordinate vendor contracts, lease agreements, and service provider relationships.
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Assist ownership with operational projects and ad hoc business needs.
Qualifications:
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Bachelor’s Degree in Accounting, Finance, or related field (CPA preferred but not required).
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5+ years of progressive accounting/finance experience, ideally in a small to mid-sized business.
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Experience in managing accounting functions, financial reporting, and business operations.
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Strong leadership, organizational, and communication skills.
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Proficient with accounting software and Microsoft Excel; familiarity with payroll and HR systems is a plus.
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Self-starter with the ability to work independently and make informed decisions.
F-1435336-MEL_1761586078