Job Summary

The Controller is responsible for overseeing the accounting and financial operations of a privately held organization. This role also serves as the primary liaison for human resources administration and provides strategic financial guidance to executive leadership.

Organizational Relationships

Reports To: Executive Leadership

Direct Reports: Staff Accountant

Department: Accounting / Finance

Essential Duties and Responsibilities

• Oversee all accounts payable, accounts receivable, and general ledger activities.
• Reconcile bank accounts and prepare cash flow projections.
• Manage organizational cash flow and financial resources.
• Maintain business insurance programs and related requirements.
• Prepare and distribute monthly financial statements and reports.
• Analyze and reconcile financial data to ensure accuracy and compliance.
• Coordinate human resources administrative functions, including payroll processing and onboarding activities, in partnership with external service providers.
• Establish and maintain relationships with banks and financial institutions.
• Advise leadership on insurance coverage and risk management strategies.
• Lead the budgeting process, including budget development, review, supporting documentation, and financial justification.
• Monitor tax law changes and recommend operational or financial adjustments as needed.
• Support the development of financial strategies, objectives, and organizational policies.
• Assist with annual tax filings and related compliance requirements.
• Maintain and organize contracts, corporate records, and legal documentation.

Additional Responsibilities

• Provide support for general administrative functions as needed.
• Perform other duties as assigned.

Core Competencies

• Problem Solving
• Interpersonal Effectiveness
• Diversity and Inclusion Awareness
• Ethics and Integrity
• Initiative
• Planning and Organization
• Safety and Security Awareness
• Verbal and Written Communication Skills

Qualifications

Education & Experience

• Bachelors degree in Accounting
• MBA with a concentration in Accounting, Finance, or a related field preferred.
• 7–10 years of progressive accounting and financial management experience.
• Strong knowledge of accounting principles and procedures.
• Familiarity with quality management systems such as ISO 9001 preferred.
• Proficiency with Microsoft Office applications.
• Strong attention to detail and organizational skills.

Knowledge & Skills

Language Skills

• Ability to read, analyze, and interpret financial reports, contracts, and legal documents.
• Ability to communicate effectively with employees, customers, regulatory agencies, financial institutions, and business partners.
• Strong written communication and reporting skills.

Mathematical Skills

• Ability to calculate percentages, interest, commissions, and other financial metrics.
• Strong analytical and quantitative skills.

Reasoning Ability

• Ability to define complex problems, analyze information, and develop sound conclusions and recommendations.
• Ability to manage multiple priorities and interpret technical information.

Computer Skills

• Proficiency with Microsoft Office Suite and accounting software applications.

Work Environment & Physical Requirements

• Primarily an office-based environment with occasional exposure to operational or manufacturing areas.
• Moderate noise levels are typical.

Physical Demands

• Occasionally lift and/or move up to 10 pounds.
• Must be able to perform prolonged periods of sitting.
• Frequent communication and interaction with others.
• Occasional standing and walking.
• Close vision and ability to focus on detailed work.