Controller

Summary

Reporting to the Managing Partner, the Controller is responsible for working to ensure that all Company accounting and financial processes and controls produce accurate results, are in legal compliance and in accordance with best accounting practices.   This position will also coordinate with the external accounting firm as needed for audits and tax preparation matters. This is a fractional Controller role with an estimated time commitment of 25 hours per week (on average).

Responsibilities

• Responsible for the activity, accuracy, and effectiveness of the general ledger accounting functions.
• Perform month-end closing functions, including posting of adjusting journal entries and analysis/reconciliation of balance sheet and profit/loss accounts.
• Review bank statements and perform cash management activities to optimize Company cash flow.
• Compile financial information to create monthly, quarterly, and year-end financial statements.
• Assist the Managing Partner with analysis for important financial decisions.
• Develop strong relationships with Company personnel to provide support and information sharing on a regular basis as appropriate.
• Assist in the preparation of budgets, reviews, updates, and analysis including the annual business plan, projections, and special project analysis.
• Oversee all A/R and A/P processes/procedures.
• Oversee all payroll and employee expense reimbursement matters.
• Prepare bank reconciliations and cash-flow projections.
• Assist external accounting firm with tax preparation activities.
• Provide support for annual audits.
• Oversee the management and annual audit of the Company’s Cash Balance and 401(k) Plans, coordinating with third party administrators as required.
• Other projects as assigned.

Qualifications/Related Experience

• Minimum education requirements – Bachelor’s Degree in Accounting or Finance. MBA and/or CPA certification a plus.
• 5 years of experience as a staff accountant or controller, with prior experience in the financial services or legal industry a plus.
• Strong knowledge of accounting systems and financial controls, generally accepted accounting principles, payroll, and budgeting.
• Highly proficient in Microsoft Office. 
• Proficient in QuickBooks and Paychex.
• Excellent Excel skills in spreadsheet, database application required (V-lookups, Pivot Tables, & Macros).
• Prior experience administering 401(k), Cash Balance, or other retirement plans preferred.
• Previous supervisory experience, including coaching and developing direct reports, is preferred.

Orientation/Attributes:

• Able to juggle multiple priorities and produce accurate results.
• Exceptional interpersonal and influencing skills, with a proven ability to work effectively across all levels of an organization.
• High personal integrity and a strong work ethic.
• A strategic thinker, open to new perspectives and better ways to do things, with the ability to solve problems and manage change.
• Focused, disciplined, and well-organized, with a high level of self-motivation.
• Ability to create accountability and to lead by example.
• Exhibits a positive outlook with all internal and external stakeholders.

Supervisory Responsibilities

Oversee A/R, A/P and payroll functions, and serve as a liaison with the Company’s Executive Assistant, HR Director, and Partners.

Physical Requirements

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

Work is performed in a general office or home office environment. Repetitive bending and stooping with occasional lifting of up to 20 lbs. is required. Repetitive finger/hand/forearm motion necessary for completing data entry. Ability to manipulate keyboards, telephone keypads and copy equipment are essential. Talking and listening required for answering telephones and conversing personally with the public and staff. Manual dexterity required for accessing filing cabinets in various locations.

Other Requirements

• Must be authorized to work in the United States without employer sponsorship, now or in the future.
• Must submit to and pass Novo’s pre-employment screening (criminal background check, education and employment verification).
• Must provide professional references.

Compensation

The hourly rate for this position is $75. 

Equal Employment Opportunity Statement

Novo Advisors is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state, or local law.