Financial Controller- CPA required

2 weeks ago


New York, United States Trandon Associates, Inc Full time $150,000
Job DescriptionJob Description

The Financial Controller assumes a leadership and a strategic role for the oranization. The role will have responsibilities for planning, implementing, and managing the financial activities for the Firm.

Essential Responsibilities:

  • Directs, performs, and oversees the Finance and Accounting functions for the organization.
  • Develops annual and quarterly budgets and forecasts.
  • Continuously evaluates, improves, and advises on all finance and accounting systems, processes, and internal controls.
  • Monitors and performs all banking and treasury activities for the firm.
  • Works with external CPA firm on all tax filings.
  • Handles employees 401K Plan deferred contributions and postings with Plan sponsor. Acts a primary Point of Contact with 401k Plan’s Third-Party Administrator.
  • Maintains communication with banking representatives, vendors, and external parties.
  • Facilitates and approves Payroll functions on a semi-monthly basis.
  • Prepares monthly commissions (participation / referral fees).
  • Issues and reviews employee spend requests using the firm’s digital credit card processor.
  • Proposes spend limits/ budgets to management. Processes employee expense reimbursements.
  • Prepares and distributes financial reporting package with analysis to Executive Leadership.
  • Performs periodic compliance audits.
  • Directs, supervises, and collaborates with an Accountant and offshore resources.
  • Delegates, performs, and reviews month-end and year-end closing responsibilities.
  • Maintains and documents all financial and accounting processes (SOPs).

Qualifications:

  • CPA REQUIRED
  • Bachelor’s/ Master’s degree in accounting preferred
  • Minimum of 6+ years’ experience with financial leadership responsibilities
  • Completion of a Financial Excel Modeling course a plus.
  • QuickBooks Advisor Certification a plus.
  • 2+ years working in Big Four Audit.
  • Must possess strong technical skills, problem solving skills, and analytical skills.
  • High level of integrity and dependability required.
  • Knowledge and proficiency with accounting software: QuickBooks, ADP Payroll, Paylocity Payroll, Ramp, Bill.com, ERPs, etc.
  • Computer proficiency with Microsoft Office applications: Excel, Outlook, Word, PowerPoint.


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