Controller – Hybrid – Galleria –

Why you should consider joining this company…..

  • Hybrid schedule!
  • Work hand in hand with the CFO who appreciates a true partnership and work-life balance
  • Processes need to be changed… if you like “fixing” things this would be a great role for you.
  • Amazing office space and location.
  • Competitive salary and benefits.
  • Very relaxed and casual work environment. Wear jeans on Fridays if you come in that day!

What you will be doing….

  • Manage accounting team including accounts payable clerk, accounts receivable clerk, payroll accountant, and a senior staff accountant
  • Create quarterly budgets and projections
  • Prepare accurate, timely consolidated financial statements each month
  • Review monthly account reconciliations to ensure accurate reporting and ledger maintenance
  • Analyze financial statements for discrepancies and any issues
  • Review all inter-company transactions and generate invoices as necessary
  • Prepare quarterly debt covenant calculations
  • Coordinate preparation of monthly FINRA FOCUS filings
  • Reconcile cash accounts daily
  • Review and authorize bill payments and employee expense reports
  • Coordinate annual audits and assist CFO with conducting audits and working with tax preparers
  • Review and supervise the semi-monthly payroll
  • Collaborate with third-party administrator and review and process monthly distributions related to the advisor’s proprietary investment vehicles
  • Proactively shares ideas and contributes ongoing suggestions for enhancement of the Firm

What you need to bring to the table….

  • Bachelor’s Degree in Accounting or Finance required
  • CPA required
  • 8-10 years experience in general or tax accounting
  • Experience with computerized ledger systems
  • Advanced knowledge of Excel
  • Strong problem-solving and analytical skills
  • Team player with leadership qualities
  • Ability to collaborate and work well with all levels of the organization
  • Courteous, personable, approachable, and professional in all relationships
  • Innovative and possesses the confidence to take initiative
  • Self-starter who is resourceful, flexible, and willing to work hard
  • Outstanding organizational abilities
  • Strong written and verbal communication skills with keen attention to detail
  • Critical thinking, problem-solving, and project management skills

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