Financial Services Controller

The Financial Services Controller will oversee all accounting operations, including financial reporting, budgeting, and audit processes. They will ensure compliance with industry regulations and internal controls. While providing strategic financial guidance to support business goals. Additionally, the controller will manage a team, streamline financial processes, and work closely with executive leadership to drive profitability and operational efficiency. 

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Duties and Responsibilities

• Maintains a documented system of accounting policies and procedures; implements a system of controls over accounting transactions to minimize risk.
• Oversee and manage all aspects of financial services accounting and financial reporting.
• Prepare and review monthly, quarterly, and annual financial statements, ensuring accuracy and compliance with accounting standards.  Monthly budget versus actual     variance analysis.
• Develop and implement internal controls to safeguard company assets and ensure regulatory compliance.
• Lead budgeting, forecasting, and variance analysis to support strategic planning and decision-making.
• Coordinate and oversee annual audits, working closely with external auditors and regulatory bodies.
• Manage cash flow, investments, and financial risks to optimize financial performance.
• Collaborate with senior leadership to provide financial insights, identify growth opportunities, and support business initiatives.
• Mentor and develop accounting team members, fostering a culture of accountability and continuous improvement.
• Meet with association board of directors and work closely with finance committee leaders. Work closely with cross functional operational team to deliver exceptional service to our clients as it relates to financial reporting and financial analysis.   

Supervisory Responsibility

 This position manages employees of the accounting department and is responsible for the performance management and hiring of the employees within that department. 

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment. 

Physical Demand

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sit for prolonged periods at a desk and work on a computer.  Must be able to lift to 15 pounds at times. 

Expected hours of work

This is an in-office, full-time position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5:30 p.m.  This schedule may change to accommodate the business needs of the company

Travel

 Some travel will be required to attend company sponsored meetings and trainings.

Requirements Education and Experience

• Bachelor’s degree in Accounting, finance or other related field.
• 8 or more years of related experience required.
• Certified Public Accountant or Certified Management Accountant designation preferred.
• Proven experience in financial reporting, budgeting, forecasting and analysis
• Strong understanding of regulatory requirements in the financial services o association management industry. 

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice