The Controller will work directly with the CFO and featuring a wide variety of challenging and exciting duties. Implements corrective actions and conducts performance evaluations. Provides leadership direction and guidance in finance and accounting. Prepares monthly quarterly and annual analytical reports including comparisons to budget and forecast as well as financial projections in support of management decision-making. • Manages banking relations. • Coordinates and manages external audits • Oversees and coordinate all tax return preparation and filings principally by outside firm • Manages organized continuous improvement of all policies and procedures. • Manages and schedules accounting staff including development of goals and priorities and assignment of tasks and projects. • Interviews and hires new employees, develops staff skills and training plans. • Counsels trains and coaches assigned staff. • Develops and implements accounting policies and procedures to maintain accounting records in accordance with generally accepted accounting principles • Develops implements maintains and periodically reviews control systems Routine Accounting Matters: • Manages working capital including receivables and payables. • Maintains adequate tax records • Manages journal entries bank reconciliation cash flow analysis expense report processing payment posting • Reviews and approves journal entries • Manages commission tracking and management reporting Human Resources Administration: • Maintains all records related to payroll and benefits • Supports annual review of employee benefits and solicitation of proposals from brokers carriers and/or consultants. • Interfaces with and manages external accounting firms as needed • Reconciliation of benefits deducted from payroll payments to the administrator and amounts applied to the individual accounts. • Prepares the annual budget and periodic (monthly or quarterly as required) reforecast including organizing the budget framework and interacting with department heads. • Performs other financial analysis as required or requested to support management decision making • May be required to prepare financial reports according to generally accepted accounting principles for the use of outside investors or potential investors. Knowledge and Skills • Ability to produce well-organized and well-formatted documents when needed. • The ability to work and communicate effectively with people of diverse cultural backgrounds. • Knowledge of accounting principles practices and applications. Able to prepare and present financial reports in accordance with generally accepted accounting principles. • Understanding of the needs of the users of financial statements and analytical reports. • Knowledge of related federal state and local laws codes and regulations. • Knowledge of budget preparation and analysis techniques. • Skill in effectively managing and leading staff and delegating tasks and authority. • Skill in assessing and prioritizing multiple tasks projects and demands. • Skill in analyzing and evaluating accounting and internal control methods and financial reports. • Skill in establishing and maintaining cooperative working relationships with other employees. • Strong project management problem solving and organizational skills. • Excellent written verbal and interpersonal communication skills.
Requirements: • Minimum 7 years of progressively responsible accounting and finance experience. • Demonstrated accounting skills with high degree of accuracy and timeliness • Demonstrated supervisory skills, ability to train and motivate staff, organized detail oriented hands-on manager. • Excellent written and oral communications skills, experience in insurance brokerage operations desirable
• EDUCATION: BA and CPA or equivalent
• JOB DURATION: This job is full time and long term.
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