Controller w/Law Firm Accounting Experience

Job Description and Ad

Company Overview

At Plumb, we are on a continuous journey to go above and beyond for our clients. We focus on the numbers so our clients can focus on growing their business- helping them save time and gain clarity while remaining in control. We pride ourselves on providing financial peace of mind- and the attention to detail and customer service that comes along with it.

These values are reflected in our 13 Principles (https://www.thinkplumb.com/about-plumb/) the core of who we are and continuously strive to be. Who we are (as individuals and members of the Plumb community) is consistently reflected in what we do. If you are committed to constant improvement and embrace a similar mindset, we encourage you to read on.

Job Description – essential functions/core

At Plumb, our Controllers are resourceful problem solvers and strategic , business-minded professionals who thrive working with a variety of clients and industries. Controllers are critical thinkers and are calm under pressure : they view client engagements more like chess (strategy and long-term moves) than checkers. Specific examples of a typical day/week are as follows:

• Team Operations and Management – Understand the metrics of a successful, engaged team that works efficiently and effectively in providing our services to clients.
  • Review and analyze Client’s Monthly Financial Reports, Budgets, Tax Organizers, and special projects for accuracy with expediency.
  • Ensure division financial objectives are met or exceeded by forecasting requirements, preparing annual budgets, scheduling expenditures, analyzing variances, and initiating corrective action.
• Team Development – Make sure your teams are engaged, trained, capable and providing the best customer serviceto your client base.
  • Prioritize team workload, keeping utilization metrics consistent with set goals.
  • Set SMART Goals for team members in alignment with individual needs to ensure professional growth and success within our Plumb community.
  • Provide mentorship, technical training, and work with our Training & Development Manager to support the evolving needs of your team.
• Client Management – Work for your clients through your team.
  • Ensure your team is consistently exceeding clients’ expectations.
  • From onboarding new clients to ensuring issues are resolved with urgency, Controllers keep their teams focused on the numbers so our clients can focus on building their business.
  • Build meaningful relationships through networking with business professionals such as CPAs, Bankers, Wealth Managers and Attorneys.

Job Description – future/bigger picture

Controllers are experts at balancing detailed projects and tight deadlines. Controllers analyze challenges and devise out-of-the-box solutions. Some areas where this position can contribute are as follows:

Software Skills

The following software systems are used frequently, and extensive experience is preferred:

• QuickBooks Online
• ERP Software (Sage or NetSuite experience a plus)
• Law firm case management software experience a plus (Clio, Practice Panther, MyCase, etc.)

Skillsets and Recommended Requirements

We are looking for a candidate who can handle the managerial aspects of getting the job done while streamlining processes to ensure profitability and the growth of your team going forward. Here are the primary skillsets and characteristics a successful candidate will possess:

• Bachelor’s Degree in Accounting required.
• 2 years experience with law firm accounting experience required, specifically in Mass Tort and Class Action cases.
• Accounting experience in the following industries is a plus: manufacturing, real estate, construction, e-commerce, distribution.
• 5 years’ experience as a controller, 2 years’ experience supervising a team of 3 or more accounting professionals.
• Organized, detail-oriented, and ability to be a task master if/when necessary.
• Very good communication skills (written and verbal) and presentation skills.
• Experience working on multiple projects simultaneously and supporting remote teams.
• Expert GAAP knowledge.
• 2 years’ experience interacting with executive teams or business owners is preferred.
• Intermediate to advanced computer skills working with various office equipment, computers and programs including databases, Word, Outlook, PowerPoint, and Excel.