Controller, Finance & Banking, Financial Manager

Overview

Our client, with a nationwide presence, is seeking an experienced professional to oversee accounting, reporting, planning, and budgeting operations. This is an opportunity for a detail-focused individual adept at formulating financial solutions.

• Lead a team focused on financial reporting, accounting, billing, collections, and budgeting.
• Coordinate the financial planning and budgeting process across the organization.
• Establish and enforce closing schedules and procedures.
• Develop and document internal control policies and procedures related to budget administration, and cash and credit management.
• Monitor and refine our accounting policies and procedures as necessary.
• Stay informed about changes in organizational policies, federal and state directives, and accounting standards.
• Oversee the preparation of financial statements, business activity reports, financial forecasts, annual budgets, and regulatory reports.
• Analyze financial statements to identify trends and unusual variations.
• Provide guidance to other organizational units on accounting and budgeting policies, and effective utilization of financial resources.
• Evaluate financial details of past, present, and expected operations to identify growth opportunities and areas needing improvement.
• Advise management on short-term and long-term financial objectives, policies, and actions.
• Monitor financial activities and metrics, including cash flow and reserve levels, to ensure compliance with legal and regulatory requirements.
• Execute additional duties as required.

• Bachelor’s Degree and a minimum of 10 years of experience, including supervisory roles.
• Certified Public Accountant (CPA) designation is required.
• Prior experience with finance businesses and financing structures is preferred.
• Proficiency in Excel, accounts payable, and accounting is required.
• Familiarity with investment statements and taxes is a plus.
• Independent, detail-oriented, and accurate.
• Familiar with policies, procedures, and regulations related to confidentiality.
• Able to work independently as well as part of a team.