What are the responsibilities and job description for the Financial Controller position at Red Clover HR?
Description
Key Responsibilities
Skills, Knowledge and Expertise
Core Competencies
Red Clover is a New Jersey based outsourced strategic Human Resources firm managing the recruitment process on behalf of a client. Our client is an outsourced accounting firm seeking a dynamic and independent self- starter for an exciting Controller position within our family office niche. In this role you will have the opportunity to work closely with your peers and clients to develop your leadership, technical and professional skills while working on challenging and exciting engagements. We offer career progression and growth opportunities.
Work life balance is of utmost importance to us. Our team is fully remote, so you will be working from the comforts of your own home office. We understand that the success of our company can be directly attributed to the firm’s employees. We make substantial investments in hiring, developing, and retaining our employees.
Key Responsibilities
Controller for multiple Family Office clients:
- Develops accounting procedures and recommends changes
- Responsible for client engagements: ensure timely and accurate execution of daily accounting, provide valuable insights, and maintain outstanding client satisfaction
- Timely communication with clients and team members on a daily basis
- Oversight, management, and coaching of multiple bookkeepers and accountants
- Preparation of financial statements and customized reports
- Answers accounting and financial questions by researching and interpreting data
- Communication with clients on financial performance and recommendations
- Troubleshoot accounting and technology/software issues
- Preparation/review of month end and year end workpapers
- Fill-in bookkeeper as needed
- General Ledger maintenance
- Work closely with clients in facilitating payroll and payroll tax reporting
- Handle all record keeping of investments in accounting system (Brokerage, Private Investments, Real Estate, etc)
- Verify & Oversee distributions received from Private Investments/Alternatives
- Possibly Execute capital calls for Private Investments/Alternatives
- Posting of monthly journal entries
- Reconciliation of bank accounts
- Reconciliation of all Brokerage Investment accounts (possibly oversee integration of such data)
- Prepare annual 1099s and recurring sales tax returns
Skills, Knowledge and Expertise
- 10 years in the Accounting Industry
- 5 years in a role managing clients and staff
- Strong understanding of Investment Accounting (Brokerage, Alts, etc) experience preferred
- Client Accounting experience preferred (ex: CPA Firm)
- Sage Intacct experience preferred
- Experience managing multiple clients/projects at the same time
- Fundamental knowledge of GAAP
- Strong attention to detail and willing to get your hands dirty
- Seeks perfection
- Extremely organized
- Independent work ethic and able to solve problems on your own
- Self-starter
- Always looking for ways to improve processes and add value to clients
- Family Office Fund accounting experience a plus
Core Competencies
Core Competencies
- Financial Acumen- Interpreting and applying understanding of key financial indicators to make better business decisions
- Ensures Accountability- Holding self and others accountable to meet commitments
- Interpersonal Savvy- Relating openly and comfortably with diverse groups of people
- Optimizes Work Processes- Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement
- Being Resilient- Rebounding from setbacks and adversity when facing difficult situations
