Controller-II

• The Controller will be responsible for the overall financial management of the firm, including day-to-day responsibility for planning, implementing, managing and controlling all financial-related activities for the firm. 
• This will include the preparation of reports that summarize and forecast company business activity and financial position in areas of income, expenses and earnings, based on past, present and expected operations. 

General Accountabilities:

The job responsibilities of the Controller include, but are not limited to:

•Oversee and direct accounting, budgeting, funding, audit, tax, financial forecasting, reporting, and collections for the firm.

•Manage the Firm's cash across multiple bank accounts. Monitoring the activity of each account daily to ensure that there are proper balances to meet operating needs as well as research and resolve any discrepancies.

•Ensure that effective internal controls are in place and ensure compliance with GAAP and applicable federal, state, and local regulatory laws and rules for financial and tax reporting.

•Review general ledger detail and make journal entries as needed, Produce monthly financial statements and reports Analyze, approve and implement all accounting procedures and automated financial information systems improvements to drive best practices.

•Maintain existing banking relationships and strategic alliances with vendors and business partners.

•Initiate and manage wire transfers

•Prepare data for and process the 401(k) profit sharing calculation

•Month-end closing process including, general ledger accounts and balance sheet accounts

•Establish annual operating budget, coordinate budgeting process, forecast/update throughout the year, and report on revenue and expenses against budget

•Annual tax reporting to outside CPA firm to ensure accurate and timely preparation of the firm's federal income tax return including equity partners' schedule K-1.

•Appraise the firm's financial position and deliver presentations on firm's financial stability, liquidity, and growth.

•Support the firm in enhancing its performance, competitive position, profitability and achieving its strategic objectives by identifying critical factors affecting profitability.

•Develop and analyze costs for proposed new areas of practice and potential mergers

•Participate in all partnership meetings, retreats and all other special meetings and present required financial data.

•Establish and implement departmental policies, goals, objectives, and procedures.

•Review and implement new systems, methodologies, and controls to enhance efficiencies, safeguard financial assets, and the security of records.

•Direct and supervise preparation of internal financial reporting and annual financial reports

•Review firm contracts and coordinate development of ad hoc revenue and expense analyses, reports and projections to aid in strategic decision-making.

•Work with the Office Director to prepare all business surveys on the firm's behalf.