Controller - KBW Financial

An industry leading, professional services company has an opening for a Controller to join their team in Burlington, MA. The Controller will report to the CFO & have the primary responsibility of playing a crucial role in enhancing the financial operations, ensuring accuracy and efficiency while supporting the growth and development of the firm. The Controller will also get involved with process improvement and various project tracking systems with a focus on scalability.

Up to $125,000 DOE.

The role requires someone to be local to be the Boston area and will be in the office a few days each week.

Job Description:
- Reviewing project budgets and confirming projected revenue recognition amounts with Account Managers each month
- Managing journal entries and reconciling accounts for monthly and annual closing
- Producing monthly financial packages for Leadership
- Overseeing payroll, accounts payable, accounts receivable, bank account and credit cards
- Processing all appropriate federal tax, state tax, use tax, 401(k) and Safe Harbor deposits
- Coordinating with outside agencies for annual tax preparation and financial reports
- Managing 401(k) plan, investments, documents, reporting and compliance
- Managing monthly and annual cash flow
- Working closely with project teams to provide insight into project budgets vs. actuals
- Assisting in the preparation of annual budgets
- Preparing annual censuses for 3rd party quotes
- Reviewing client contracts, engagement letters, statements of work and services agreements
- Managing vendor contracts, terms, and renewals
- Supporting continuous process improvements and appropriate process automation
- Serving as liaison with corporate travel agency
- Evaluating and coordinating annual insurance renewals
- Coordinating with IT Director and appropriate vendors to ensure IT compliance
- Providing support for client security assessments
- Coordinating training grants from application to reimbursement
- Management of one Finance team member

Job Requirements:
- Advanced user of QuickBooks Desktop Pro
- Understanding of and experience with accrual accounting and GAAP
- Experience with project-based, revenue recognition accounting
- Advanced Excel (experience using pivot tables is helpful)
- Well-organized, detail oriented, superior problem-solver, collaborative with strong work ethic

All interested and qualified candidates send a resume to Kyle Emery -kemery@kbwfinancial.com.

KBW789
*MONKBW*

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