What are the responsibilities and job description for the Financial Controller position at Confidential?
The Controller is responsible for overseeing all financial and accounting operations for a professional services firm while providing leadership for the finance department. This role focuses on five primary responsibilities: managing accounting and financial operations, overseeing payroll and benefits administration, directing billing and revenue cycle management, ensuring regulatory compliance and risk management, and providing strategic financial guidance to firm leadership.
Requirements:
• 7–10 years of progressive accounting and finance experience
• Experience working in a professional services firm (public accounting, legal, consulting, engineering, architecture, or similar billable-hour environment)
• Bachelor's degree in Accounting or Finance required; CPA preferred
• Proven experience overseeing:
- General accounting operations
- Accounts payable and accounts receivable
- Payroll administration
- Employee benefits administration
- Financial reporting and analysis
- Budgeting and forecasting
• Experience managing the full month-end and year-end close process
• Strong understanding of professional services billing, WIP management, and revenue cycle operations
• Experience administering 401(k) plans, payroll compliance, and employee benefits programs
• Experience partnering with executive leadership on budgeting, profitability analysis, and strategic planning
• Experience coordinating with external auditors, tax advisors, benefit providers, and banking partners
• Ability to work independently while managing multiple priorities in a fast-paced environment
Technically, this candidate should be proficient in:
• Financial statement preparation and analysis
• Budgeting, forecasting, and cash flow management
• Payroll processing and payroll compliance
• Benefits administration and retirement plan oversight
• Accounts payable and accounts receivable management
• Microsoft Excel and Microsoft Office Suite
• QuickBooks and/or accounting software platforms
• Practice management, ERP, or professional services accounting systems
• Internal controls, reconciliations, and financial compliance