Controller (Finance)

Role: Financial Controller

Location: Morristown, NJ / Onsite
Job Type: Full-time / Permanent

We are a family-owned S corporation and a leading firm in commercial real estate investment banking. Our company provides debt solutions to developers, real estate private equity firms, institutional investors, and other commercial property owners. As a service provider with a team of 10 employees, we act as an intermediary between funding sources and borrowers. We are seeking a Controller with experience in a small to mid-sized privately owned firm. This role reports directly to the Partners and is responsible for financial reporting, accounting, human resource compliance, and operations.

Responsibilities:

Financial and Accounting:

• Prepare and analyze monthly financial statements and reports.
• Maintain banking relationships to ensure quality service.
• Foster collaboration with external accountants and stay informed on tax law changes through research and communication.
• Support external auditors and accountants in the annual USAP loan servicing audit and financial statement compilation.
• Ensure timely reconciliation of all bank accounts with approval from the Partners.
• Continuously evaluate financial functions for cost-saving opportunities and efficiency improvements.
• Track firm income and expenses, reporting any discrepancies to executive management.
• Develop annual budgets, considering new initiatives, anticipated growth, and asset replacements.
• Oversee year-end tax planning and coordinate shareholder distributions.
• Request and manage W-9s for 1099 reporting, ensuring compliance with IRS requirements.
• Process payments, payroll, and employer/employee contributions to the company’s retirement plans.

Human Resources:

• Collaborate with the firm's Third-Party Administrator (TPA) and Financial Advisor to ensure retirement plans are cost-effective and diverse.
• Keep the firm informed of advantageous new retirement plan options.
• File timely 5500 forms for retirement plans and review valuation packages from the TPA.
• Conduct an annual review of the firm’s Professional Employer Organization (PEO), recommending or implementing changes if needed.
• Coordinate with the PEO on HR matters and regulatory compliance.

Operations:

• Oversee company insurance policies, including auto, property, liability, E&O, fidelity, and cyber coverage.
• Manage the annual renewal process for WBENC and New Jersey Women Certification Program designations.
• Assist in the negotiation and renewal of the company’s office lease, ensuring timely extensions.

Qualifications:

• Minimum of 5 years of experience as an accounting or finance manager.
• Bachelor’s degree in finance or accounting.
• CPA certification required.
• Strong communication and organizational skills.
• Detail-oriented mindset with excellent time management abilities.
• Proficiency in Microsoft Office Suite and accounting software.
• Team-oriented, self-motivated, and capable of leading innovation and process improvements.

Job Type: Full-time

Pay: $110,000.00 - $130,000.00 per year

Benefits:

• 401(k)
• Health insurance

Schedule:

• Monday to Friday

Application Question(s):

• What is your email address/email ID?
• What is your Current Location? Mention the location with zip code
• What would be your notice period if offered?
• What is your salary expectation for fulltime per annum?
• Are you a US Citizen?
• Are you a Green Card Holder?
• Do you have a Bachelor’s degree in finance or accounting?

Experience:

• accounting or finance manager: 5 years (Preferred)
• Sub S Corporation: 5 years (Preferred)

License/Certification:

• CPA (Preferred)

Ability to Commute:

• Morristown, NJ 07960 (Preferred)

Ability to Relocate:

• Morristown, NJ 07960: Relocate before starting work (Preferred)

Work Location: In person

Salary : $110,000 - $130,000