An established professional services organization is seeking an experienced Financial Controller to lead accounting and financial operations. This opportunity arises from a planned retirement, allowing for a structured transition period and knowledge transfer from the departing financial leader.
This is a true Controller position focused on accounting leadership, financial operations, compliance, reporting, payroll administration, banking relationships, and day-to-day financial management. The role is not designed as a CFO-level strategic finance position.
What You'll Do
- Oversee all day-to-day financial operations
- Manage trust accounting and compliance requirements
- Supervise two direct reports
- Process payroll and coordinate related reporting
- Administer retirement plan contributions and reporting
- Review client invoicing and billing arrangements
- Manage accounts payable and accounts receivable activities
- Reconcile multiple bank accounts and oversee deposits
- Prepare financial reports for leadership
- Coordinate annual audits and insurance-related reviews
- Work directly with outside accounting professionals on year-end matters
- Review and approve payments, checks, and wire transfers
- Support employee benefits administration and enrollments
- Identify operational improvements and technology enhancements
Qualifications
- Bachelor's degree in Accounting, Finance, Business, or a related field preferred
- 7 years of accounting and financial operations experience preferred
- Prior leadership or supervisory experience required
- Experience with payroll administration required
- Advanced Excel skills required
- Strong financial judgment and decision-making ability
- Ability to manage confidential financial information with discretion
- Professional services experience preferred
- Trust accounting experience is highly preferred
- Experience with legal accounting software is a plus
Work Environment
The organization offers a collaborative, team-oriented culture with long employee tenure and strong professional relationships. Leadership values operational excellence and welcomes ideas that improve efficiency, processes, and technology utilization.
Compensation & Benefits
- Base salary: $140,000 - $180,000
- Hybrid work arrangement following onboarding
- Employer-paid employee medical coverage
- 401(k) plan with employer match
- Employer-paid life insurance
- Employer-paid long-term disability coverage
- Flexible spending account
- Paid holidays
- Parking or public transportation reimbursement
Reference: 148699
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