Controller

$150,000 - $170,000/Yr

Grassi & Co. - New York, NY

posted 4 months ago

Full-time - Mid Level
New York, NY
Professional, Scientific, and Technical Services

About the position

The Controller position at Grassi is a pivotal role within a full-service company that specializes in providing commercial and residential title insurance across the United States. The company prides itself on its high standards of personal service, integrity, and reliability, ensuring that every real estate transaction is executed efficiently and professionally. The Controller will be responsible for overseeing the accounting team, managing financial reporting, and coordinating with external CPA firms and underwriters. This role requires a combination of strong leadership skills, technical accounting knowledge, and the ability to communicate effectively with clients and team members. In this role, the Controller will coordinate with an external CPA firm to prepare and provide necessary financial data. They will oversee and manage an accounting team of five, ensuring that all accounting functions are performed accurately and timely. The Controller will review various tax forms, including 1065 and K-1s, and will be responsible for processing and calculating monthly New York State sales tax, as well as preparing year-end non-employee compensation forms (10-99s). Additionally, the Controller will manage business insurance renewals and coordinate with external banking teams to handle various financial transactions. The position also involves preparing financial reports, including income statements and balance sheets, and managing accounts payable and receivable processes. The Controller will be expected to host monthly management department calls, identify areas for process improvement, and prepare annual budgets and ad-hoc reports. This role requires a strong understanding of the real estate industry, particularly in title insurance, and the ability to work collaboratively with various departments, including HR, to manage payroll and employee benefits.

Responsibilities

  • Coordinate with external CPA firm, prepare and provide firm with financial data
  • Oversee & manage accounting team of 5
  • Review 1065, K-1s and all associated forms
  • Process and calculate monthly NYS sales tax & annual tax and quarterly estimated payments
  • Prepare year end non-employee compensation 10-99s
  • Coordinate with external underwriters in response to audit requests
  • Manage business insurance renewal - E&O, Cyber, Crime
  • Prepare various state business filings
  • Coordinate with external banking team
  • Notify clients with abandoned funds and distribute unclaimed property to NYS
  • Host monthly management department calls & identify and implement management process improvement
  • Prepare financial reports including income statements, balance sheets, sales team financial reports, underwriter remittance, accounts receivable
  • Prepare annual budget, check analysis & ad-hoc reporting
  • Oversee AP/AR work including: vendor payments, managing incoming invoices, review sales tax prior to payment, setup payment: ACH, Check, Wire, input of non-title bill receivables, pre-paid survey, construction loan contin's
  • Update Caspio accounts receivable reporting tool
  • Follow up with clients/sales teams on collections
  • Coordinate with HR to handle various tasks including payroll, commission, bonus and expense reimbursement, employees 401K plan
  • Bank reconciliations, positive pay review, calculate revenue, deposit checks, calculate sales team commission, deposits incoming paper checks
  • Manage contract deposit process
  • Coordinate with external clients to prepare statements
  • Verify wire instructions and enter/release disbursement wires
  • Book settlement entries into TrackerPro

Requirements

  • 7+ years in accounting role
  • 3+ years in management role
  • CPA preferred
  • Knowledge of real estate industry
  • Familiar with real estate title insurance
  • Able to commute to office in NY, NY (midtown)
  • Strong interpersonal skills for client facing
  • Team player, willing to be flexible, wear many different hats

Benefits

  • 401(k)
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