Gregory Fca - Ardmore, PA

posted 19 days ago

Full-time - Senior
Remote - Ardmore, PA
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

Gregory FCA is seeking a Controller to oversee day-to-day accounting operations, manage month-end closings, generate financial forecasts, and provide financial advice. The ideal candidate will have a strong background in business services, particularly in retainer-based accounting and expense tracking, and must be proficient in various accounting software. This role requires a commitment to working in a near paperless environment and utilizing tech-enabled solutions to enhance efficiency.

Responsibilities

  • Manage all accounting operations including Billing, A/R, A/P, G/L, Accounting and Revenue Recognition
  • Manage month-end closing and prepare monthly financial statements and other operational reports
  • Analyze variances and communicate to management with recommended actions
  • Automate accounting tasks and procedures
  • Prepare forecasts of income statements, balance sheets, and statements of cash flows; prepare an annual budget; create, maintain and forecast team-based profit margins
  • Prepare quarterly financial overview for board of directors and attend board meetings to discuss financial reports
  • Interface with accountant and PE investors
  • Provide proactive consultation, interpretation, and education of financial matters to drive business decisions
  • Oversee firm's banking process including bank statement reconciliation and review of EFT and check activity
  • Process payroll
  • Manage and comply with local, state, and federal government reporting requirements and tax filings
  • Oversee an accounting clerk, providing support and reviewing work as needed

Requirements

  • Proven working experience as a financial controller
  • At least 10 years of overall combined accounting and finance experience
  • Degree in Accounting
  • Experience with business services providers that work on a retainer basis
  • Thorough knowledge of accounting principles and procedures
  • Experience with creating financial statements
  • Experience with general ledger functions and the month-end/year-end close process
  • Excellent accounting software user and administration skills, with an emphasis on Excel/Google Sheets, QuickBooks, Google Workspace, Paychex Flex, and time management software

Nice-to-haves

  • Experience in handling multiple concurrent tasks and meeting strict deadlines
  • Ability to remain flexible with changing priorities and meet both short and long deadlines
  • Ability to read, analyze, and interpret financial reports and legal documents
  • Strong analytic, planning, and organizational skills
  • High standards of personal and professional integrity and character
  • Demonstrate strong and pragmatic business acumen
  • Business services in legal, accounting, advertising/PR preferred

Benefits

  • Health insurance
  • 401(k) plan
  • Paid time off
  • Paid holidays
  • Work from home flexibility
  • Life insurance
  • Short-term and long-term disability insurance
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