Current jobs related to Controller - Financial Services - Rochester, New York - Bowers CPA's & Advisors


  • Rochester, New York, United States Bowers CPA's & Advisors Full time

    Client Accounting and Advisory Services refers to a range of accounting and financial services provided by Bowers CPAs & Advisors. These services include outsourced CFO, Controller and accounting services including budgeting, forecasting, financial analysis, and strategic planning; financial statement preparation; full-service bookkeeping; vendor bill...


  • Rochester, New York, United States Insero Talent Solutions Full time

    Controller Job DescriptionInsero Talent Solutions is seeking a highly skilled Controller to join our team in Rochester, NY. As a key member of our finance team, you will be responsible for overseeing general and cost accounting, financial closing and reporting, fixed assets, journal entries, and daily, monthly, and quarterly reporting.Key...


  • Rochester, New Hampshire, United States OneMain Financial Full time

    Job SummaryWe are seeking a highly motivated and results-driven Dealer Representative to join our team at OneMain Financial. As a key member of our sales team, you will be responsible for building strong relationships with our dealer partners and driving sales growth through effective prospecting, qualification, and sales strategies.Key...


  • Rochester, New Hampshire, United States OneMain Financial Full time

    Empower Customers with Access to Friendly, Fast, and Affordable FinancingAs a Consumer Loan Sales Specialist at OneMain, you will play a vital role in empowering customers by listening to their needs and providing access to financing for life's expenses. This role offers a unique opportunity to learn the lending and servicing business, allowing you to grow...


  • Rochester, New York, United States Thrivent Financial Full time

    Job SummaryThe Lead Advisor at Thrivent Financial plays a pivotal role in guiding clients towards achieving their financial and investment goals. This position requires a deep understanding of financial planning, investment strategies, and client relationship management.Key ResponsibilitiesLead, mentor, and develop a team of financial advisorsSet performance...


  • Rochester, New York, United States Thrivent Financial Full time

    Job SummaryThe Lead Financial Advisor plays a pivotal role in guiding clients towards achieving their financial and investment goals. This position requires a deep understanding of financial planning, investment strategies, and client relationship management.Key ResponsibilitiesLead, mentor, and develop a team of financial advisorsSet performance goals,...

  • Financial Advisor

    4 weeks ago


    Rochester, New York, United States Meron Financial Agency Full time

    Unlock Your Financial PotentialMeron Financial Agency is a leading firm dedicated to empowering individuals and businesses to achieve their financial goals. As a Financial Consultant, you will play a crucial role in helping our clients navigate the complex world of finance and achieve financial freedom.As a member of our team, you will have access to...

  • Financial Planner

    3 weeks ago


    Rochester, New York, United States Equitable Services Full time

    Financial Advisor Role at Equitable ServicesWe are seeking a talented Financial Advisor to provide comprehensive financial planning, investment advice, and portfolio management services to clients. As a Financial Advisor, you will utilize your knowledge and expertise to assess clients' financial goals and develop personalized financial plans.Key...


  • Rochester, New Hampshire, United States Creative Financial Staffing Full time

    Creative Financial Staffing has partnered with a global manufacturing firm to identify a Financial Audit Specialist to join their team. This is a great opportunity to join an organization that values its employees and looks to promote from within. The role requires 2-3 days/week in the office.Highlights of the Financial Audit Specialist opportunity:The...


  • Rochester, New Hampshire, United States Creative Financial Staffing Full time

    Senior Accountant OpportunityCreative Financial Staffing is partnering with a global manufacturing firm based in Rochester, NH to identify a Senior Accountant to join their team. This is a great opportunity to join an organization that values its employees and looks to promote from within. This is a hybrid position requiring 3 days/week in office.About the...


  • Rochester, New Hampshire, United States Creative Financial Staffing Full time

    Senior Accountant OpportunityCreative Financial Staffing is partnering with a global manufacturing firm to identify a Senior Accountant to join their team. This is a great opportunity to join an organization that values its employees and promotes from within.About the CompanyThe company is a Rochester, NH-based global publicly traded manufacturing company...


  • Rochester, New York, United States Thrivent Financial Full time

    Job SummaryThe Lead Financial Advisor plays a pivotal role in guiding clients towards achieving their financial and investment goals. This position requires a deep understanding of financial planning, investment strategies, and client relationship management.Key ResponsibilitiesLead, mentor, and develop a team of financial advisorsSet performance goals,...


  • Rochester, New Hampshire, United States Creative Financial Staffing Full time

    {"title": "Senior Accountant Opportunity", "company": "Global Manufacturing Firm", "location": "Rochester, NH", "job_description": "Creative Financial Staffing is partnering with a leading global manufacturing company to find a Senior Accountant to join their team. This is a great opportunity to work with a company that values its employees and promotes from...


  • East Rochester, New York, United States Creative Financial Staffing Full time

    Financial Operations AssociateAt Creative Financial Staffing, we're seeking a highly organized and detail-oriented Financial Operations Associate to join our AR/Billing team. As a key member of our team, you'll play a crucial role in maintaining our financial operations, resolving partner billing inquiries, and collaborating with other departments to address...


  • Rochester, New York, United States Creative Financial Staffing Full time

    Why this Billing Analyst opportunity?Be part of a dynamic team that values collaboration and teamworkEnjoy a comprehensive benefits package including free lunches, generous PTO, tuition reimbursement, and moreOpportunity for career growth in a fast-paced, expanding organizationWork with a diverse team in a vibrant, innovative environmentAs our new Billing...


  • East Rochester, New York, United States Creative Financial Staffing Full time

    Financial Operations RoleThis is an exciting opportunity to join our team as a Financial Operations Associate. As a key member of our financial operations team, you will play a crucial role in maintaining our financial operations. Your responsibilities will include:Resolving partner billing inquiries through various communication channelsCollaborating with...


  • Rochester, New York, United States Creative Financial Staffing Full time

    Unlock Your Potential as a Billing Operations AssociateAre you a recent graduate with a passion for finance and a drive for success? Do you thrive in fast-paced environments and enjoy building strong relationships with clients? If so, we have an exciting opportunity for you to join our team as a Billing Operations Associate.About the RoleWe're seeking a...


  • Rochester, New York, United States Magellan Health Full time

    Job SummaryThis position provides personal financial services at assigned military installations. The primary responsibilities include delivering a full range of personal financial counseling services to military service members and their families at military installations. Services encompass education and counseling addressing financial services, including...


  • Rochester, New York, United States JK Executive Strategies, LLC Full time

    Client Services AssociateRochester, NYJK Executive Strategies is partnering with a well-respected financial services firm to find a Client Services Associate to join its team. This role offers an exciting opportunity to contribute to a growing team and make a significant impact on client relationships.As a Client Service Assistant, you'll play a crucial role...

  • Controller - Finance

    3 weeks ago


    Rochester, New York, United States Cascades Full time

    Controller - FinanceCascades Recovery+ division is seeking a skilled Controller - Finance to join our team. As a key member of our finance team, you will be responsible for maintaining and developing key performance indicators to monitor the financial performance of our operations. You will also provide various ad-hoc analysis as required by the business,...

Controller - Financial Services

2 months ago


Rochester, New York, United States Bowers CPA's & Advisors Full time
Job Title: Controller - Financial Services

Bowers CPAs & Advisors is a leading public accounting firm seeking a highly skilled Controller to join our Client Accounting and Advisory Services department.

Job Summary:

The successful candidate will be responsible for providing Controller-level accounting services, including month-end review and closing of financial records, budgets and forecasts, and financial reporting and analysis.

Key Responsibilities:
  • Oversee and manage the responsibilities of assigned outsourced accounting staff
  • Meet with clients as necessary and maintain a presence in client offices located in the surrounding local area
  • Ensure completeness and accuracy of all transaction processing performed by staff
  • Perform monthly accounting reconciliations of bank and general ledger accounts for assigned clients
  • Manage month-end close for assigned clients
  • Prepare and analyze financial reporting
  • Assist in preparing proposals for Client Accounting & Advisory Services
  • Participate in client networking events
Requirements:
  • B.S. degree in Accounting
  • 5 years of experience in Client Accounting Services/Consulting with an accounting firm
  • 2+ years of supervisory experience
  • 5 years of experience with budgets, financial modeling, and accounting transactions
  • Client-facing experience with the ability to travel and support local clients
  • Experience with QuickBooks preferred
  • Proficiency in Microsoft Office Suite, specifically Word, Excel, and PowerPoint
  • Excellent communication skills
  • High level of attention to detail and accuracy
  • Strong verbal and written communication skills
  • Strong organizational, problem-solving, and analytical skills
  • Able to manage priorities and workflow
  • Commitment to excellence and high standards
What We Offer:

Bowers CPAs & Advisors offers a comprehensive compensation and benefits package, including health, dental, vision, life, long-term disability, 401(k), paid time off, volunteer time off, work-life balance, and more.

We are an equal opportunity employer and welcome applications from diverse candidates.