Controller

2 months ago

Jenkintown, United States Pitcairn Trust Company, LLC Full time
Job DescriptionJob Description

Pitcairn’s innovative Shared Single Family Office™ model provides unparalleled service to wealthy families and other family offices. Since the firm’s founding in 1923, Pitcairn has helped ultra-high-net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services as well as family education and family governance support.

PRIMARY FUNCTION: The Controller is responsible for a full range of financial accounting and budget reporting operations, including the preparation of multiple corporate and partnership financial statements and disclosures, performing budget analysis, providing interpretive guidance on accounting issues, and ensuring the adequacy of internal control procedures. In this role, the Controller coordinates with external tax preparer, organizes annual audit support, and provides financial analysis of special projects for presentation to internal committees.

RESPONSIBILITIES:

  • Prepare all consolidated quarterly, annual and other periodic financial statements.
  • Manage accurate and timely preparation and dissemination of financial reports in accordance with GAAP, including internal monthly financial projections, external quarterly financial statements, annual audits and budgets.
  • Prepare regulatory filings and coordinate/support examinations by regulatory agencies.
  • Prepare and/or review cash and general ledger/sub-ledger accounting reconciliations.
  • Coordinate the maintenance of detail fixed asset records and associated book and tax basis information.
  • Support audit and control testing processes, identify potential issues and work with appropriate department managers to implement mitigating controls.
  • Prepare cash flow projections.
  • Supervise corporate and budget accountants.
  • Provide oversight, review and backup for various accounting functions.
  • Perform defined benefit plan accounting and reporting.
  • Perform accounting research and prepare initial recommendations on new pronouncements.
  • Perform other duties as assigned for the efficient operation of the department.

EDUCATION/EXPERIENCE:

  • Bachelor’s or advanced degree in Accounting or Finance.
  • CPA designation required.
  • A minimum of 8 years’ experience in public accounting, general accounting and application of accounting theory.
  • Experience with cash management planning and tax provisions.
  • Audit supervisory experience preferred.
  • In-depth knowledge of GAAP, financial reporting, and internal controls.
  • Knowledge of risk management approaches and tools.
  • Experience managing a small team preferred.
  • Microsoft Office proficient, advanced in Excel.

DESIRABLE ATTRIBUTES:

Successful candidates will possess a broad range of skills including:

  • Strong organizational, analytical, and creative problem-solving skills.
  • Self-motivation with accountability and responsiveness.
  • Strong interpersonal skills and excellent written and verbal communication.
  • Ability to work both as an individual and a collaborative Finance Team member.
  • Ability to manage multiple priorities.

Pitcairn is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, color, religion, ancestry, national origin, sex, gender identity, sexual orientation, age, disability, marital status, domestic partner status, status as a parent or medical condition. Pitcairn complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. As an investment advisor, employees of Pitcairn may be subject to certain limitations on personal investment activities.

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