What are the responsibilities and job description for the Controller position at Katie's Way & Katie's Way Plus?
Location: Kansas City Reports To: Chief Financial Officer
Effective Date: 8 March 2025 FLSA Status: Exempt/Salaried
Effective Date: 8 March 2025 FLSA Status: Exempt/Salaried
Position Summary: Manages the company's accounting and financial operations. Collaborates with the CFO and executive team to analyze, report, and make recommendations regarding the company's financial health and compliance with laws and regulations.
Essential Functions: The key responsibilities for this role include, but are not limited to:
- Be a team player. Be positive. Be ready to make an impact.
- Accounting: Oversee accounts payable, accounts receivable, payroll, and bank reconciliations
- Implement consistent accounting policies, practices, and procedures across all programs, adhering to national and local legal standards while remaining knowledgeable of proposed legislation
- Collaborates with the CFO to ensure GL accounts are balanced
- Financial performance reporting: Establish (in coordination with executive team) financial and operating benchmarks, budgets, metrics, program monitoring, and reporting standards on biweekly, monthly, and annual basis
- Prepare and analyze financial statements, budgets, and forecasts
- Tax compliance: Ensure the company complies with tax laws and regulations.
- Develop and enforce internal controls to maximize protection of company assets, policies, procedures, and workflows
- Risk management: Manage the company's risk exposure. Maintain internal safeguards for revenue receipts, costs, and team and organizational budgets and actual expenditures
- Audit coordination: Coordinate the activities of external auditors and ensure executive team is informed of audit activities
- Accounting policies: Create, develop, and implement a system of accounting policies and procedures. Ensure KW staff are trained and consistently follow standardized processes.
- Accounting staff: Oversee and support accounting team with dynamic leadership that creates an environment of trust and productivity.
Qualifications
Education & Experience
Education & Experience
- Bachelor's degree in accounting, finance, business, or a related field.
- Must possess a minimum of 5 years of professional accounting experience
- Must possess a minimum of 3 years’ effectively leading and managing accounting and/or payroll staff
- Must possess advanced proficiency and proficient use of all aspects of QuickBooks
Desirable Qualifications
- 5 years of work experience as a senior-level accounting or finance manager
- Professional certification, such as CPA (certified public accountant) or CA (chartered accountant)
- Master of Business Degree (MBA) with a focus in accounting
- Prior experience working in a behavioral healthcare setting
- Military service in finance, accounting, payroll, and/or other related fields
