Controller, Finance & Banking, Financial Manager

Responsibilities

• Supervise employees performing financial reporting, general ledger accounting, billing, collections, and payables duties.
• Prepare or direct the preparation of accurate monthly financial statements, business activity reports, client financial presentations, or reports required by regulatory agencies.
• Provide direction and assistance to other organizational units regarding accounting policies and procedures, and efficient control and utilization of financial resources.
• Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.
• Provide analysis for understanding financial performance, root causes, and trends
• Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing personnel actions, such as promotions and dismissals.
• Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.
• Work closely with the FP&A and Treasury team to develop forecasts and implement banking changes
• Conduct and coordinate third-party audits of company accounts and if needed, client entities.
• Manage projects as needed, recommend process improvements, and inform management of new GAAP pronouncements

REQUIREMENTS

• Bachelor’s degree in Accounting or Finance
• CPA designation (or currently testing to become certified)
• Minimum 3 years’ experience in a Controller role
• Substantial knowledge and experience in general ledger accounting
• Personality characteristics, including attention to detail, intelligence, curiosity, professional skepticism, reliability, and customer relations skills
• Excellent Microsoft Excel and accounting ledger system skills required
• Ability to communicate with and make presentations to executive management
• Experience in the financial services industry
• Public accounting experience
• Ability to run/manage Power BI reports

The ideal candidate will possess the following;

• Highly competitive salary
• Hybrid-work capabilities
• Performance-based rewards
• Unlimited vacation time
• Dog-friendly office
• Casual work environment
• A small executive team with promotion opportunities
• Company-sponsored medical/dental/vision/life insurance/AD&D
• Free gym membership
• 401K with generous company matching
• Paid parental leave
• Beautiful office with huge breakrooms, snacks, and activities

OUR COMPANY MISSION

Soaren Management merges time-tested business practices with bleeding-edge proprietary technologies to deliver reliable, efficient, and secure financial products and services. Our greatest strengths, technology and customer care, flow from the ingenuity, curiosity, and integrity of our partners and employees.

VISION STATEMENT

Soaren Management works toward a future where all consumers have broad and immediate access to a range of reliable, efficient, and secure financial products and services, expedited by constantly evolving technologies.

COMMITMENT TO OUR TALENT

Soaren Management believes our success flows directly from our employees. Our employees are at the heart of our success. As such, it's in our best interest to provide all the support they need to succeed and thrive. For that reason, Soaren Management is expanding its search for fresh talent and developing our current talent. Our commitment to our team ensures value and service to our ever-growing customer base through hiring and growing our people-centric, diverse, and forward-thinking talent.

We live in our values of Innovation, Superior Customer Care, Compliance, Community, Balance, and working by the Golden Rule.

EEO Policy

Soaren Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.