Controller, Finance & Banking, CFO

Overview

The Controller works with the CFO, firm executives and partners on financial accounting, treasury and ERP financial systems and reporting.

Leadership, guidance and change agent for:

• Treasury Team - Responsible for establishing and maintaining effective business processes, controls, validations and completeness for:
• Daily cash receipts accepted through 4 primary payment channels
• Customer reimbursements
• Suppliers, Supplier Invoice Requests & Supplier Payment Settlements
• Partner Settlements
• Employee Expense reimbursement settlements
• Purchase Card issuance, submission, approval and reconciliation
• Adhoc wire and payment settlements, including foreign operations
• Weekly, monthly & annual reporting of key metrics for business processes noted above
• Maintain and update documentation and standardized procedures for areas noted above.
• Support business operations requests for information and changes.
• Proactively communicate with business operations on business process changes and firm initiatives.
• Accounting Team - Responsible for establishing and maintaining effective business processes, controls, validations and completeness for:
• Revenue to Cash
• Facilities & Capital Expenditures
• Personnel, Partner & Equity
• IT, Operating Expense, Intercompany, Allocations, FX
• Monthly close
• Reconciliations and validations
• Validate and approve all Workday dimension changes
• Maintain and update documentation and standardized procedures for areas noted above.
• Prepare necessary budget information as required by Financial Planning and Analysis team.
• Prepare necessary tax work papers as required by Performance and Partner Operations team.
• Support business operations requests for information and business changes.
• Proactively communicate with business operations on business process changes and firm initiatives.
• Financials ERP & Reporting Team - Responsible for establishing and maintaining effective business processes, controls, validations and completeness for:
• Develop, validate, train, support & manage Workday financial reporting, visualization dashboards, and Workday integrations (internal and external)
• Maintain and update documentation and standardized procedures for areas noted above.
• Support business operations requests for information and business changes.
• Proactively communicate with business operations on business process changes and firm initiatives.
• Research and resolve financial reporting inquiries from CFO, firm executives and partners.
• Integration of practice structure changes and acquired and merged business into teams noted above.
• Change agent for AI and other Firm approved technology adoption.
• Maintain & update Finance team internal web page resources.
• Guide, develop and provide annual performance reviews for direct reports for the teams noted above.
• Establish a culture of Unmatched Client Experience with in the various teams.
• Establish and foster a culture of change management and change agility within the accounting team based on Forvis Mazars guidelines.
• Collaborate within the overall Finance team, National Operations and Regional Operations on business matters and firm initiatives.

• Bachelors Degree
• 8+ years of experience leading financial reporting, budgeting, and compliance functions, with a deep understanding of GAAP and tax regulations
• Proficient in Microsoft Office Suite
• Advanced knowledge and use of complex ERP systems, preferably Workday.
• Knowledge of U.S. generally accepted accounting principles.

• Master's Degree
• 20+ years of relevant experience
• Current and valid CPA (Certified Public Accountant) license