Controller

Description:

SUMMARY: Responsible for management of the firm’s internal accounting operations such as cash management, accounts receivable, accounts payable, general ledger maintenance, and financial reporting and analysis of financial results of the firm by performing the following duties.

DUTIES AND RESPONSIBILITIES:

Accounting Operations:

• Manages the accounting function which may include but is not limited to daily cash management reporting, accounts receivable, accounts payable, journal entry preparation/posting, daily/monthly reconciliation activities, and the monthly close and financial reporting preparation process. All to be completed in a timely manner and in accordance with Firm standardized policies and processes.
• Manages and directs the processing of client billing and collection of accounts receivable to ensure healthy cash flow.
• Manages and directs the processing of accounts payable entries and expense reports review to ensure compliance with Firm policies relating to delegation of authority approvals, general ledger coding, expense reimbursement and contract compliance.
• Assists with the development of expense policies that control expenses, comply with Firm and governmental regulations and allow for business growth and employee retention.

Reporting & Analysis:

• Designs, prepares and/or reviews internal financial reporting and analysis for use by leadership. Reporting may focus on the income statement as a whole or on specific P&L components such as revenue, margin and/or operating expenses.
• Assists with the creation, implementation and communication of financial results to key stakeholders.

Process Management:

• Identifies areas for improvement in accounting operations, financial modeling, and processes with an ultimate objective of creating accurate and timely financial projections and reports by monitoring and analyzing ongoing processes. Recommends and implements enhancements and best practices to increase efficiencies and effectiveness

COMPETENCIES:

• Demonstrates leadership skills, including motivating and recognizing others.
• Strong communication skills, both orally and in writing.
• Ability to interact and maintain professional relationships with staff as well as clients.
• Ability to work both independently and as part of a team with professionals at all levels.
• Promotes teamwork by contributing to a positive team atmosphere, exhibiting objectivity and openness to others’ views, and supporting everyone’s efforts to succeed.
• Identifies issues and proposes solutions while demonstrating the ability to solve problems and make timely decisions.
• Must exhibit a high degree of professionalism including the ability to maintain the highest levels of confidentiality.
• Exhibits strong analytical ability and performs assigned tasks with the highest degree of professionalism and integrity.
• Must be well organized, detail oriented and thorough.
• Ability to handle multiple projects simultaneously while providing superior service.
• Follows policies and procedures, supports the Firm’s goals and values, and develops strategies to achieve Firm IT goals.
• Adapts to changes in the work environment while managing competing demands and developing innovative approaches and ideas.

SUPERVISORY RESPONSIBILITIES:

Supervises employees of the internal Accounting Department. Carries out supervisory responsibilities in accordance with the Firm’s policies and applicable laws. Responsibilities may include training employees; planning, assigning, and overseeing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Requirements:

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:

Bachelor’s degree from four-year college or university in Accounting or Finance. Minimum five years’ experience of progressive experience in Finance & Accounting. CPA preferred. Professional services experience preferred. Minimum three years’ experience managing staff preferred.

Computer Skills:

Thorough knowledge and experience Microsoft suite of applications (including Office 365, Word, Excel, PowerPoint, Outlook, Publisher, Access), hardware and software, office automation, database design, and data communications. Advanced knowledge of networking, operating systems and servers. Extensive knowledge of software testing methods, practices, and preventative maintenance activities.

Firm Culture/Client Service:

Promotes the firm’s culture, including supporting Heard, McElroy & Vestal’s philosophy of developing a relationship with each client on a personal level, catering to their specific needs.

Ability and judgment to interact and communicate appropriately with other employees, clients and management. Ability to serve clients, both internal and external (community/public) in a manner that will support superior client relations.

Physical Demands/Work Environment:

While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is frequently required to walk or use hands to finger, handle, or feel. The employee is occasionally required to stand; reach with hands and arms and stoop, kneel, crouch or crawl. The employee must frequently lift and/or move up to 25 pounds and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. The noise level in the work environment is usually quiet.

This job description reflects management’s assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Heard, McElroy & Vestal shall, in its discretion, modify or adjust the position to meet the Firm’s changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Firm’s sole discretion.

Heard, McElroy & Vestal is an Equal Opportunity Employer. We actively seek and employ qualified persons in all job classifications and administers all personnel actions without regard to race, color, religion, age, gender or sex (including pregnancy), national origin, ancestry, marital status, non-job related disability, veteran/military status, genetic information, gender identity, sexual orientation or any other characteristic protected by applicable federal, state or local law.