We are seeking a dynamic Controller to manage the design and implementation of the Company’s financial operating strategy and help the company pivot to a digital first subscription model. The Controller will serve as a thought partner to the CEO and the Company’s senior leadership team as well as lead all accounting- and finance-related activities. The Controller also will serve as Treasurer of the Company and the Company’s private foundation and charitable arm.
Accounting and Financial Reporting
Oversee all accounting and finance transactions including month/year end close, bi-weekly payroll processing, accounts payable, and billings/collections.
Monitor and provide status of financial condition by collecting, interpreting, and reporting financial data to internal and external stakeholders.
Manage and monitor all general ledger accounts to ensure compliance with appropriate Generally Accepted Accounting Principles (GAAP) standards.
Lead the Company’s annual external financial, 401(k) Plan, and workers’ compensation audits, 401(k) HCE compliance testing, and preparation of the Company’s income tax return/Schedule K-1.
Ensure that the Company and the Charity Trust maintain compliance with all federal, state and local regulatory reporting requirements.
Implement and maintain the Company’s financial policies and procedures and system of internal controls to safeguard the Company’s financial and physical assets, to ensure the integrity of the Company’s financial system and to ensure compliance with consistent practices across the Company.
Responsible for corporate financial planning and analysis and supporting the organization’s short- and long-term financial and business strategies.
Oversee Company KPIs and prepare schedules, reports, dashboards and other analytical tools that are used to track and monitor key business metrics.
Provide detailed business analytics to senior leadership to drive day-to-day operating and long-term decision-making and work to enhance monthly internal and external reporting.
Direct the annual budget and forecasting processes, in conjunction with the Company’s senior leadership team, to ensure timely and accurate completion. Prepare reports and other data for the Board of Directors and investor group to enable them to focus on strategic objectives and make sound organizational decisions.
Partner with CEO to enable sound decision-making in areas such as compensation models, expense control, and benefit plan selection.
Continually seek ways to reduce Company’s costs, working collaboratively with Company senior leadership to identify new opportunities and highlight successes / failures.
Monitor the Company’s daily cash position and develop reliable forecasting models that include minimum cash threshold to meet operating needs of the Company.
Assess and continuously seek ways to optimize the Company’s billing and collections processes.
Manage banking relationships and identify strategies to further enhance the Company’s cash position.
Coordinate meetings of 401(k) Plan benefits committee and act as 401(K) Plan Administrator on behalf of Company.
Education and Licensing
Bachelor’s degree in relevant discipline (Accounting / Finance) from accredited 4-Year college or university.
MBA or Master of Science in Accounting or Finance preferred.
Licensed CPA required
Skills and Qualifications
Must have 5-10+ years of experience in an analytical business role
Must have demonstrated leadership abilities including managing a team and hiring, training and mentoring staff
Must have strong understanding of accounting principles/GAAP, taxation, regulatory compliance and internal controls
Must have strong organizational and time management skills with the ability to multitask and thrive in a high-growth, hands-on environment
Must be a motivated individual with a high level of initiative and an attitude of willingness to roll up sleeves to get the job done
Must have proven payroll experience, with a focus on streamlining payroll processes and developing SOPs
Experience with Oracle Cloud ERP, Paylocity HR/Payroll system, SAP Concur