The controller is the chief accounting officer  within the firm that possesses inherent leadership qualities. The controller is responsible for all activities with the firm. The controller oversees and  supervises employees by assigning and following up with assignments and special projects.

The controller is responsible for supervising  all of the accounting activities within the organization. Some of the many  things that the controller will oversee is the drafting of financial statements, updating the general ledger, processing cost accounting paperwork, completing payroll, processing accounts payable and receivable, budgeting  expenses, stay compliant with tax laws, and analyzing financial data. In addition to supervising all of these activities, the controller will coordinate with management in other departments to interpret management  accounting information and to address areas where the company can save.

Key Objectives:

• Monitor cash balance reconciliations of  accounts

• Oversee A/R, A/P and payroll for firm

• Review monthly closing, journal entries, and general review

• Address transfers and wires as required

• Facilitate banking support: setting up new accounts, closing and monitoring

• Prepare and monitor quarterly banking financials

• Create and address monthly firm profitability reports

• Tabulate monthly Partner payment / collection reports

• Assist in New Hire Set-up

• Maintain firm census data, license and certification tracking

• Maintain salary tracking / history

• Manage 401(k)

• Manage and facilitate CHIPS Computer Support, data conversion, CCH and Thomson Reuters as needed

• Assist employees with program access issues

• Monitor and ensure software renewals are completed with no lapse in service (CCH, Thomson Reuters, QuickBooks, etc.)

• Manage Great Neck sublease (collect rent, resolve tenant issues)

• Build and archive firm history (documentation, excel files, etc.)

• Monitor and implement insurance policy renewals, and applications

• Run reports requested by equity Partners

• Assisting existing partners as needed (Reporting, software, etc.)

• Backup for Assistant Controller when out of the business (enter deposits to QuickBooks and Capital One)

• Family Offices function:

• Receive, sort and process mail to entities

• Enter Bills, scan to QB

• List of transfers needed

• Pay bills

• Manage insurance policies

• Prepare and review financial statements

• Complete tax payments (State and Federal)

• Contact vendors (including payments / setup of services)

• Complete Payroll for entities

• Manage Investment Management

• Special projects as needed

Requirements:

• Ability to multi-task and manage processes

• Have a working knowledge and aptitude for  financial software

• Familiarity with Audit, Accounting, Corporate  Finance, Tracking Budget Expenses

• Ability to analyze information, develop and implement budgets and performance management

• High degree of decision making

• High degree of independence

Experience:

• 5 years running complex processes

• Ability to multitask and hold accountable to  deadlines and calendared events

• Strong verbal and written communication skills

• Excellent organization and executions skills

Education:

• Master’s Degree

License:

• CPA (Desirable, but not required)

Salary: Commensurate with experience

Comprehensive benefits package including 401(k).

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability or protected veteran status.

Job Type: Full-time