Finance Manager/Controller

Job Description:

Role: Finance Manager/Controller

Location: Morristown, NJ

Job Type: Full-time/Permanent

The firm is seeking a Controller who preferably comes from a small to mid-size privately owned firm. The Controller will report directly to the Partners and will be responsible for financial reporting, accounting, human resource compliance and operations.

Controller Responsibilities

Financial and Accounting

• Prepare and analyze Monthly Financial Statements and Reports.
• Maintain the Firm's banking relationships to assure it is receiving quality service.
• Foster the relationship with the Firm's accountants and stay as up to date on tax law changes through research and communication with Accountants as needed.
• Assist Firm's external auditors and accountants with the annual USAP loan servicing audit and compilation of financial statements.
• Ensure all bank accounts are reconciled timely and approved by the Partners.
• Continually review functions for economies, cost savings and efficiency and creatively think of new ways to improve bottom line.
• Track all income and expenses of the Firm and provide any anomalies to executive management.
• Prepare annual budgets reflecting any new initiatives, expected growth and replacement of assets.
• Manage year- end tax planning and the coordination of distributions to shareholders.
• Request W-9?s from any entity required to be provided a 1099 and prepare and distribute 1099's for each person or non-corporation entity as required by the IRS.
• Pay bills, process payroll and employee and employer contributions to the Company's retirement plans.

Human Resources

• Work with the Firm's Third-Party Administrator (TPA) and Financial Advisor to ensure that Retirement Plans are current, cost effective and provide a good variety of Funds.
• Ensure the Firm is aware of any new plans that would be the most advantageous.
• File timely 5500 for the Firm's retirement plans and review the valuation packages prepared by the TPA.
• Assist with the annual review of the Firm's Professional Employer Organization (PEO) and make recommendations if changes are needed or assist with finding a new PEO if warranted.
• Work with the PEO when Human Resource issues arise, or new regulations or laws are enacted.

Operations

• Monitor the Company’s insurance policies including auto, property, liability, E & O, Fidelity and Cyber Policies.
• Prepare the annual renewal of the company's WBENC and New Jersey Women Certification Program designations.
• Assist with the review and negotiation of the Company's office lease and ensure any extensions are made timely.

Successful candidates should have the following qualifications

• 5 years-experience as an accounting or finance manager.
• Bachelor?s degree in finance or accounting.
• CPA required.
• Excellent communication/organizational skills.
• Detail-oriented mentality and strong time management skills.
• Possess a strong working knowledge of Microsoft Office Suite and accounting software.
• Team oriented and self-motivated, with the ability to challenge, innovate, and lead.

Job Type: Full-time

Pay: $120,000.00 - $130,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Application Question(s):

• Are you willing to commute or relocate to Morristown, NJ?
• How many years of experience you have as an Accounting or finance manager/finance Controller?
• How many years of experience you have into financial reporting, accounting, human resource compliance and operations?
• How many years of experience do you have in sub S Corp?
• Do you have an Active CPA?
• What is your Expected Salary for full-time?
• Kindly share your email address.

Work Location: On the road

Salary : $120,000 - $130,000