Financial Controller

G.S Wilcox & Co. Overview

Founded in 1994 by Gretchen Wilcox, G.S. Wilcox & Co. is a family-owned S corporation and is a leader in the commercial real estate investment banking industry. The firm provides debt solutions to developers, real estate private equity firms, institutional investors, and other owners of commercial real estate. G.S. Wilcox & Co. is a service provider with 10 employees who act in between the money source and the borrowing entity.

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.

Please send a cover letter and resume to wwilcox@gswilcox.com