Safe Harbor Estate Law
Description
The Controller is a key financial leader responsible for ensuring the accuracy, integrity, and efficiency of the organization's accounting and reporting functions. This role oversees all aspects of financial management, including day-to-day accounting operations, budgeting, forecasting, and compliance with regulatory requirements.
The Controller plays a strategic role as an advisor to executive leadership. This role analyzes trends, identifies risks, and provides recommendations that drive business performance and long-term growth. Leading and developing the finance team, the Controller fosters a culture of accountability, continuous improvement, and collaboration across departments.
Responsibilities
Financial Management & Reporting • Oversee Daily accounting operations, including accounts payable, accounts receivable, and general ledger. • Prepare and present monthly, quarterly, and annual financial statements. • Ensure timely and accurate financial reporting in compliance with GAAP and company policies. • Analyze financial reports and data, trends and costs, revenues, and cash management, assuring compliance with company policies and procedures, and make recommendations.
Budgeting & Forecasting • Lead the annual budgeting process. • Review annual budget drafts before presenting to the executive leadership team. • Coordinate with the executive leadership team on the business plan and adjustments to the budget. • Supports the creation and maintenance of a cashflow forecast, closely working with executive leadership to monitor and address any forecasted shortfalls. • Develop financial forecasts under variable billing structures and provide analysis of variances. • Partner with executive leadership to provide insights and recommendations for financial performance improvement.
Internal Controls & Compliance • Design and maintain strong internal controls that detect and prevent financial errors and fraud, and also ensure compliance with federal, state, and local tax regulations. • Prepares annual Financial Statements and Reports for CPA to prepare Corporate Income Tax Returns. Prepares annual Non-W2 worker Misc Tax Forms for Subcontractors. Prepares all other tax reports required by the state and/or federal governments. • Ensure Annual License (State/County/City) renewal. • Coordinate external audits and manage relationships with auditors. • Analyze profitability by client and case type. • Manage billing, collections, and realization rates for optimal cash flow. • Develop, implement, and monitor accounting policies, procedures, and systems for efficiency and accuracy. • Identify and mitigate financial risks before they impact firm operations.
Team Leadership • Supervise and mentor the finance team, fostering a culture of accountability and continuous improvement. • Provide training and support when necessary. • Communicate financial data to attorneys and other stakeholders.
Strategic Support & Process Improvement • Act as a financial advisor to executive leadership by analyzing financial trends and risks. • Identify opportunities for new financial models and processes. • Improves profitability and cost effectiveness across all departments without compromising compliance. • Measure ROI from technology and infrastructure investments. • Streamline month-end and year-end close processes. • Support long-term business planning and strategic initiatives, and align financial strategy with the firm's revenue growth goals.
Vendor Management • Develop and maintain strong relationships with vendors to monitor vendor performance, ensuring adherence to contractual obligations, quality standards, and timelines. • Implements processes to evaluate, select, and review vendors to align with the company's financial and operational objectives. • Holds vendors accountable for delivering value, escalating and resolving issues as needed. • Partners with internal departments to ensure vendor services support business needs and compliance requirements.
Qualifications
• Master's degree in accounting, finance, or related field strongly preferred; bachelor's degree in one of those fields required. • 7+ years of progressive accounting/finance experience, with at least 3 years in a leadership role. • In-depth knowledge of GAAP, financial reporting, and regulatory compliance. • Strong analytical, problem-solving, and organizational skills. • Proficiency with accounting software (e.g., QuickBooks, NetSuite, Sage Intacct) and advanced Excel skills. • Excellent leadership and communication abilities. • Strong attention to detail while maintaining a big-picture perspective. • High ethical standards and integrity.
The Controller is a key financial leader responsible for ensuring the accuracy, integrity, and efficiency of the organization's accounting and reporting functions. This role oversees all aspects of financial management, including day-to-day accounting operations, budgeting, forecasting, and compliance with regulatory requirements.
The Controller plays a strategic role as an advisor to executive leadership. This role analyzes trends, identifies risks, and provides recommendations that drive business performance and long-term growth. Leading and developing the finance team, the Controller fosters a culture of accountability, continuous improvement, and collaboration across departments.
Responsibilities
Financial Management & Reporting • Oversee Daily accounting operations, including accounts payable, accounts receivable, and general ledger. • Prepare and present monthly, quarterly, and annual financial statements. • Ensure timely and accurate financial reporting in compliance with GAAP and company policies. • Analyze financial reports and data, trends and costs, revenues, and cash management, assuring compliance with company policies and procedures, and make recommendations.
Budgeting & Forecasting • Lead the annual budgeting process. • Review annual budget drafts before presenting to the executive leadership team. • Coordinate with the executive leadership team on the business plan and adjustments to the budget. • Supports the creation and maintenance of a cashflow forecast, closely working with executive leadership to monitor and address any forecasted shortfalls. • Develop financial forecasts under variable billing structures and provide analysis of variances. • Partner with executive leadership to provide insights and recommendations for financial performance improvement.
Internal Controls & Compliance • Design and maintain strong internal controls that detect and prevent financial errors and fraud, and also ensure compliance with federal, state, and local tax regulations. • Prepares annual Financial Statements and Reports for CPA to prepare Corporate Income Tax Returns. Prepares annual Non-W2 worker Misc Tax Forms for Subcontractors. Prepares all other tax reports required by the state and/or federal governments. • Ensure Annual License (State/County/City) renewal. • Coordinate external audits and manage relationships with auditors. • Analyze profitability by client and case type. • Manage billing, collections, and realization rates for optimal cash flow. • Develop, implement, and monitor accounting policies, procedures, and systems for efficiency and accuracy. • Identify and mitigate financial risks before they impact firm operations.
Team Leadership • Supervise and mentor the finance team, fostering a culture of accountability and continuous improvement. • Provide training and support when necessary. • Communicate financial data to attorneys and other stakeholders.
Strategic Support & Process Improvement • Act as a financial advisor to executive leadership by analyzing financial trends and risks. • Identify opportunities for new financial models and processes. • Improves profitability and cost effectiveness across all departments without compromising compliance. • Measure ROI from technology and infrastructure investments. • Streamline month-end and year-end close processes. • Support long-term business planning and strategic initiatives, and align financial strategy with the firm's revenue growth goals.
Vendor Management • Develop and maintain strong relationships with vendors to monitor vendor performance, ensuring adherence to contractual obligations, quality standards, and timelines. • Implements processes to evaluate, select, and review vendors to align with the company's financial and operational objectives. • Holds vendors accountable for delivering value, escalating and resolving issues as needed. • Partners with internal departments to ensure vendor services support business needs and compliance requirements.
Qualifications
• Master's degree in accounting, finance, or related field strongly preferred; bachelor's degree in one of those fields required. • 7+ years of progressive accounting/finance experience, with at least 3 years in a leadership role. • In-depth knowledge of GAAP, financial reporting, and regulatory compliance. • Strong analytical, problem-solving, and organizational skills. • Proficiency with accounting software (e.g., QuickBooks, NetSuite, Sage Intacct) and advanced Excel skills. • Excellent leadership and communication abilities. • Strong attention to detail while maintaining a big-picture perspective. • High ethical standards and integrity.