Job SummaryThe Controller is responsible for overseeing the accounting and financial operations of a privately held organization. This role also serves as the primary liaison for human resources administration and provides strategic financial guidance to executive leadership.
Organizational Relationships Reports To: Executive Leadership
Direct Reports: Staff Accountant
Department: Accounting / Finance
Essential Duties and Responsibilities - Oversee all accounts payable, accounts receivable, and general ledger activities.
- Reconcile bank accounts and prepare cash flow projections.
- Manage organizational cash flow and financial resources.
- Maintain business insurance programs and related requirements.
- Prepare and distribute monthly financial statements and reports.
- Analyze and reconcile financial data to ensure accuracy and compliance.
- Coordinate human resources administrative functions, including payroll processing and onboarding activities, in partnership with external service providers.
- Establish and maintain relationships with banks and financial institutions.
- Advise leadership on insurance coverage and risk management strategies.
- Lead the budgeting process, including budget development, review, supporting documentation, and financial justification.
- Monitor tax law changes and recommend operational or financial adjustments as needed.
- Support the development of financial strategies, objectives, and organizational policies.
- Assist with annual tax filings and related compliance requirements.
- Maintain and organize contracts, corporate records, and legal documentation.
Additional Responsibilities - Provide support for general administrative functions as needed.
- Perform other duties as assigned.
Core Competencies - Problem Solving
- Interpersonal Effectiveness
- Diversity and Inclusion Awareness
- Ethics and Integrity
- Initiative
- Planning and Organization
- Safety and Security Awareness
- Verbal and Written Communication Skills
Qualifications Education & Experience - Bachelors degree in Accounting
- MBA with a concentration in Accounting, Finance, or a related field preferred.
- 7-10 years of progressive accounting and financial management experience.
- Strong knowledge of accounting principles and procedures.
- Familiarity with quality management systems such as ISO 9001 preferred.
- Proficiency with Microsoft Office applications.
- Strong attention to detail and organizational skills.
Knowledge & Skills Language Skills - Ability to read, analyze, and interpret financial reports, contracts, and legal documents.
- Ability to communicate effectively with employees, customers, regulatory agencies, financial institutions, and business partners.
- Strong written communication and reporting skills.
Mathematical Skills - Ability to calculate percentages, interest, commissions, and other financial metrics.
- Strong analytical and quantitative skills.
Reasoning Ability - Ability to define complex problems, analyze information, and develop sound conclusions and recommendations.
- Ability to manage multiple priorities and interpret technical information.
Computer Skills - Proficiency with Microsoft Office Suite and accounting software applications.
Work Environment & Physical Requirements - Primarily an office-based environment with occasional exposure to operational or manufacturing areas.
- Moderate noise levels are typical.
Physical Demands - Occasionally lift and/or move up to 10 pounds.
- Must be able to perform prolonged periods of sitting.
- Frequent communication and interaction with others.
- Occasional standing and walking.
- Close vision and ability to focus on detailed work.
