Financial Operations Manager

4 weeks ago


Houston, Texas, United States Creative Financial Staffing Full time
Controller Position

Our Houston-based real estate client is seeking a seasoned Controller to serve as a key partner to the Owner. The ideal candidate will oversee and assist with all financial and accounting matters, including the management and development of the company's accounting team.

Key Responsibilities:
  • Manage full-cycle Microsoft Dynamics GL close process for approximately 50 entities, including reconciliation and analysis of balance sheet accounts.
  • Support the Owner with cash management by maintaining accurate cash balances, reconciliations, and reviewing deposits for all entities.
  • Ensure timely processing of all deposits and collections, updating accounts as needed.
  • Oversee the weekly (or more frequent) processing of vendor invoices, utility bills, and personal bills, including invoice review and payment approval.
  • Prepare monthly financial statements and management reports for the Company's operating entities, verifying the integrity of reporting for approximately 40 family partnerships and trusts.
  • Lead the coordination and preparation of annual budgets and financial forecasts.
  • Collaborate with the external Houston-based Tax CPA for annual tax returns and Form K-1 preparation, including reconciliation of K-1s and 1099s.
  • Assist the external Tax CPA in responding to IRS notices and audit requests.
  • Manage bi-monthly payroll processing for 8 employees (via ADP), oversee 401(k) plan administration through Fidelity, and attend quarterly trustee meetings.
  • Review internal processes and systems, recommending enhancements to ensure best practices.
  • Participate in various tasks and special projects as needed, either directed by the Owner or initiated independently.
  • Supervise 2 direct reports (bookkeepers/clerks) responsible for AR, AP, and bookkeeping, while working closely with the Owner and external Tax CPA.
  • Evaluate staffing needs, oversee hiring, supervision, and ongoing improvements to the accounting function.
  • Provide leadership in driving value-added activities and supporting operational excellence, fostering teamwork across functions, and upholding ethical conduct in all professional matters.

This is a unique opportunity to join a family-owned business with a strong focus on financial management and accounting excellence.



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