What are the responsibilities and job description for the Controller position at The Quest Organization?
Controller - Family Office
The Controller will work on project-based engagements across multiple clients and industries.
Responsibilities :
- Oversee client accounting operations, including month-end and year-end closing processes.
- Prepare, review, and approve financial reports using GAAP and other applicable standards.
- Develop and implement internal controls to safeguard client assets and compliance.
- Develop and prepare management reporting, forecasts, and budgets.
- Train client staff on financial controls, best practices, tools, and reporting standards.
- Set and maintain compliance standards to meet federal, state, and local requirements.
- Support the client in preparing for and guiding them through external audits.
- Manage multiple client engagements simultaneously, including building client relationships and managing on-time, high-quality deliverables.
- Act as the primary point of contact for your client for financial matters.
- Evaluate potential and current client financial systems, processes, policies, and controls, and provide recommendations for improvement.
- Lead clients through selection, design, and implementation of new policies, software, and other accounting systems.
- Advise the client on budgeting, forecasting, and strategic financial planning to align financial objectives with the business strategic goals.
- Be an active leader on the Accounting and Advisory team mentoring staff and identifying and implementing internal initiatives and projects to consistently deliver the best work to the firm's clients.
- Create internal playbooks and tools to support delivery excellence.
Qualifications :
