Financial Controller

We are seeking a highly skilled and detail-oriented Controller to join our growing financial firm. The Controller will report directly to the CFO and be responsible for overseeing the company’s financial reporting, internal controls, budgeting, and compliance. This role is critical to ensuring the financial health and integrity of the organization by managing accounting functions, preparing financial statements, and providing strategic insights into financial performance.

Key Responsibilities:

Financial Reporting & Analysis:

• Oversee the preparation of accurate and timely financial statements, including balance sheets, income statements, and cash flow statements.
• Ensure compliance with accounting principles (GAAP or IFRS) and regulatory requirements.
• Prepare detailed financial reports for the CFO, and senior management.
• Analyze financial data to identify trends, variances, and areas for improvement.
• Coordinate and manage month-end, quarter-end, and year-end close processes.

Budgeting & Forecasting:

• Lead the annual budgeting process and assist in the development of financial forecasts.
• Monitor budget performance, provide variance analysis, and recommend corrective actions as needed.
• Collaborate with various departments to gather inputs for budgeting and financial forecasting.

Internal Controls & Compliance:

• Ensure the implementation and maintenance of effective internal controls to safeguard company assets and ensure accuracy in financial reporting.
• Oversee internal and external audit processes, ensuring that findings are addressed and resolved promptly.
• Stay up to date with changing financial regulations and ensure compliance with all relevant financial laws and standards.

Team Leadership & Development:

• Supervise and mentor accounting staff, providing guidance, training, and support.
• Foster a culture of continuous improvement and efficiency within the finance department.
• Manage the team’s workflow to ensure deadlines and goals are met.

Cash Flow & Treasury Management:

• Oversee cash flow management, ensuring the company maintains sufficient liquidity for operations.
• Assist in managing bank relationships and financial agreements.
• Prepare cash forecasts and monitor working capital.

Strategic Financial Insights:

• Provide financial analysis to the CFO to support strategic decision-making.
• Assist in the evaluation of potential investments, acquisitions, or other strategic initiatives.
• Collaborate with business leaders to assess financial risks and opportunities.

Technology & Process Improvements:

• Implement and maintain financial systems, ensuring that they are up to date and functioning efficiently.
• Identify opportunities for process improvements and automation within the accounting and financial reporting functions.

Qualifications:

• Bachelor's degree in accounting, Finance, or related field (CPA or CMA preferred).
• 7 years of progressive experience in financial management or accounting, with at least 3 years in a supervisory or managerial role.
• Strong understanding of GAAP or IFRS, financial analysis, and reporting.
• Experience with budgeting, forecasting, and financial planning.
• Knowledge of financial software and ERP systems (e.g., QuickBooks, NetSuite, SAP).
• Exceptional leadership, communication, and interpersonal skills.
• High attention to detail and problem-solving capabilities.
• Ability to manage multiple priorities and meet tight deadlines.

Benefits:

• Competitive salary and performance-based incentives.
• Health, dental, and vision insurance.
• Retirement plan (401k) with company match.
• Paid time off and holidays.
• Opportunities for professional development and career growth.

To Apply: Please submit your resume outlining your qualifications and experience.

This job description highlights the key duties and qualifications expected from the Controller while ensuring alignment with the CFO's goals and the broader objectives of the financial firm.

About Samuel A. Ramirez & Co., Inc.

Samuel A. Ramirez & Co., Inc. is a premier financial services firm that provides a wide range of investment banking, wealth management, and advisory services. With a legacy of excellence and a reputation for integrity, we specialize in delivering tailored financial solutions to our diverse client base, including corporations, institutions, and individuals. Our team is dedicated to maintaining the highest standards of professionalism and expertise while adapting to the dynamic needs of the financial industry.

We are committed to fostering a collaborative and inclusive workplace, where innovation and growth are encouraged. As we continue to expand, we are looking for talented professionals to join our team and help us further enhance our financial capabilities and services.