Financial Controller

JOB DESCRIPTION                          

TITLE:               Controller

REPORTS TO: Chief Operating Officer

STATUS:          Salary, Full-Time

Location:        Portland, OR

Summary

If you are passionate about environmental impact and looking for a Company to balance your professional skills and personal beliefs, give us a look. Learn more at EFMI.com

EFM Investments & Advisory (EFM) is seeking a Controller to lead its accounting functions for multiple legal entities, including EFMI’s management Company and Managed Investment Funds. As Controller, you will oversee all accounting operations and coordinate the preparation and distribution of internal and external financial reporting.

You will also play a crucial role in supervising and mentoring staff, ensuring quality control over financial transactions, and providing strategic financial information to stakeholders.

Essential Duties & Responsibilities

Fund Administration

·      Oversee all accounting operations including billing, A/R, A/P, GL, Cost Accounting, Cost allocation, Investment Accounting, and reconciliations.

·      Manage the month-end and year-end accounting close processes.

·      Prepare monthly financial statements in compliance with GAAP.

·      Prepare annual budgets and update quarterly financial forecasts.

·      Manage ongoing Federal, State, and local income tax filings and payments.

·      Manage the production of all Fund notices including capital calls and distributions.

·      Create and maintain policies and procedures for accounting processes and required regulatory compliance areas.

·      Supervise Fund audits and tax document preparation.

Investor Reporting

·      Manage the data, tools, and calculations that feed the Fund Investor statements.

·      Produce and distribute quarterly investor performance reporting.

General Management

·      Oversee various administrative, employee and office needs including but not limited to insurance, employee benefits, external service provider performance, facilities and employee onboarding and off boarding.

Qualifications

·    3-5 years as a Controller in financial services, timberland, real estate investment business or similar.

·    Experience with Investment Fund Accounting, GP/LP allocations and Investment Performance Reporting.

·    FP&A experience is a plus.

·    Demonstrated experience using Microsoft Excel and Microsoft Access and proven ability to develop and manage complex financial models, fund management tools, and software.

·    CPA and prior experience with Big 4 audit firm or high profile national/regional is a plus.

·    Ability to multi-task and work in an entrepreneurial environment.

·    Strong interpersonal skills including the ability to effectively communicate complex ideas both orally and in writing to both internal and external audiences.

Application

Applications are considered on a rolling basis. Candidates should submit the following to jobs@efmi.com:

·    Short cover letter describing your interest in the position and corresponding experience.

·    Resume or CV

About EFM

EFM is a real asset investment manager that invests in natural climate solutions in the Americas. Our investments in forests, farms, and ecosystems use climate-smart management approaches to create carbon storage, protect biodiversity, improve water quality, and support rural livelihoods.

EFM stewards 185,000 acres across the western U.S. and has ~$350M in private capital under management and advisement. Since 2004, we have been pioneering impact investment strategies that use blended capital and conservation finance to create long-term financial value and enduring social and environmental impact.