Controller
Overview
The Controller is primarily responsible for overseeing and managing the department of Finance and coordinating it's overlap of other functions such as employee benefits, compliance, technology, and office administration. The Controller is responsible for developing and monitoring the firm's financial strategy, budgeting, accounts payable, accounts receiveable, vendor management, forecasting programs, and overseeing financial reporting and control. Responsibilities also include overseeing the Office Administrator.
This position is managed directly by the CEO of Petersen Hastings. Oversight of the above items includes close coordination with the CEO, COO, CCO.
Essential Duties and Responsibilities
Corporate Financials
- Create, implement, and maintain financial policies, systems, processes, and tools to maximize efficiency of workflow and financial controls.
- Oversee the preparation and ensure accuracy of all financial reporting materials for monthly, quarterly, and annual financial statements.
- Monitor all purchasing and payroll activity for employees.
- Approve vendor payables for check signing.
- Develop and manage direct accounting/finance staff.
Forecasting
- Provide analysis and compile other supporting information for special projects.
- Develop and execute analysis of various business initiatives.
- Prepare various reports to assist with financial decision-making.
Fiscal Responsibility
- Develop and monitor the annual budget.
- Oversee cash management, financing activities and banking relationships.
- Ensure legal and regulatory compliance regarding all financial functions.
- Coordinate/oversee proper filing of tax returns (income tax, DOR, and payroll).
Compensation, Benefits, and Policy Programs
- Assist with the firm's employee benefits plans (401(k), group insurance, FSA, leave).
- Assist in the implementation of employee salary reviews.
- Oversee timely calculations of employee performance incentives.
- Review and maintain business liability insurance policies.
- Ensure compliance with federal and state employment regulations and taxes.
- Maintain and update company policies for the employee handbook and BambooHR.
Office Administration
- Oversee and manage the periodic and day-to-day office administrative duties of all firm offices.
- Complete external surveys that provide benchmarking related to wealth advisory firms.
Prerequisites
Education and Experience
- Certified Public Accountant License
- Minimum 3 years of experience in public accounting, or
- Minimum 5 years of experience as controller or assistant controller
Skills and Knowledge
- Ability to provide valuable insights and logical explanations when faced with difficult questions.
- Proven ability to be a creative and innovative thinker.
- Proven commitment in a team setting.
- Proficient with database technology and client reporting software applications, particularly Contact Management System and Portfolio Management System.
Personal and Interpersonal
- Committed to strong values and upholding the highest ethical behavior.
- Adhere to strict standard for confidentiality and discretion of all client and employee information.
- Ability to project a professional image to clients, prospects, and community.
- Work well under pressure and willing to contribute to the wider strategic picture.
- Capable of developing partnerships with internal departments and external organizations with clarity, flexibility, and sensitivity.
- Collaborative, able to work with and through others.
With current offices located in Kennewick and Walla Walla, WA, Petersen Hastings provides financially established individuals with clear and personalized visions of their unique financial futures. The result is a more meaningful wealth management experience because of the connections between the firm, advisor and client.
We do this by utilizing our proprietary client discovery process to dig deeper into each individual situation, always acting only in the best interests of our clients, and by building a team of great advisors through a culture of shared success. For more information about Petersen Hastings, please visit us at: www.PetersenHastings.com.
If you find that you have the above characteristics, we invite you to discuss being a part of our team. To apply, submit your cover letter and resume to https://petersenhastings.bamboohr.com/jobs/.
