Controller

3 weeks ago


Boston, United States The Planet Group Full time

Title: Controller

Location: Boston, MA (Seaport, Hybrid)

Industry: Retail and Design focused in the biotech/life sciences space


Company Information: Incumbent is retiring in July. Long term outlook is opportunity to grow to CFO.


Job Summary:

The Controller will help direct and oversee the financial activities of the company, direct the preparation of current financial reports and summaries, and create forecasts predicting future growth.


Controller Related Duties & Responsibilities:

  • Directs the preparation of all financial statements, including income statements, balance sheets, shareholder reports, tax returns, and governmental agency reports.
  • Compares sales and profit projections to actual figures and budgeted expenses to actual expenses; makes or oversees any necessary adjustments to future projections and budgets.
  • Reviews planning process and suggests improvements to current methods.
  • Analyzes operations to identify areas in need of reorganization, downsizing, or elimination.
  • Studies long-range economic trends and projects their impact on future growth in sales and market share.
  • Identifies opportunities for expansion into new product areas.
  • Oversees investment of funds and works with investment bankers to raise additional capital required for expansion when required.
  • Works in collaboration with the Project Coordination and Management teams on invoicing.
  • Research and implementation of new operation and enterprise software.
  • Assist in the business development goals of the company, including outreach and participation in client presentations and client negotiations when required.
  • Performs other related duties as assigned.


Supervisory Responsibilities:

  • Oversees the accounting, budget preparation, audit and tax functions.
  • Works with other department heads to monitor each department and make recommendations.


Accounting Related Duties & Responsibilities:

  • Maintaining records according to generally accepted accounting principles including the recordation of journal entries, asset depreciation schedules, accounts payable, accounts receivable, cash management, check payments, and reconciliation of bank statements and credit cards.
  • Monitoring and planning cash flow and reporting back to company executives.
  • Administering Payroll and Employee Reimbursement
  • Management of 401-K plan.
  • Implementation and management of SPIFF (Sales Initiative) program.
  • Management of Manufacturer DIF Program (Dealer Incentive Funds).


Education & Experience:

  • Bachelor’s degree in Business Administration, Accounting, or Finance required.
  • Certified Public Accountant designation preferred.
  • Eight to ten years of experience in financial management required.


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