Controller
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Job Description
Controller leading accounting, audits, financial reporting, and Sage Intacct implementation for a professional wealth-management credentialing association.
Responsibilities:
- Lead the Institute's accounting function and oversee financial reporting, accounting operations, and internal controls
- Set strategy, goals, and priorities for the accounting function in collaboration with the fractional CFO
- Develop and own the accounting operating plan and budget; support organization-wide budgeting and reforecasts
- Lead the monthly and year-end close, targeting completion within 10 business days
- Prepare financial statements, budget-to-actual reports, and variance analysis
- Own the general ledger, chart of accounts, reconciliations, and journal entry review
- Apply ASC 606 to revenue streams and maintain deferred revenue schedules and recognition policies
- Research and document technical accounting positions, including ASC 958 and ASC 842
- Manage the annual audit as the primary contact for external auditors
- Coordinate Form 990 and 990-T, sales and use tax, 1099s, and other filings
- Design, document, and test internal controls and maintain accounting policies and SOPs
- Oversee AP, AR, payroll accounting, expense management, and cash management
- Lead the finance side of the Sage Intacct implementation, including chart of accounts and dimension design, data migration, integrations, testing, and go-live
- Administer Sage Intacct, FP&A tools, Ramp, AMS, payment platforms, and GL integrations
- Automate manual processes where practical
- Hire, manage, and develop accounting staff
- Represent accounting in leadership discussions and partner with peer Directors on cross-functional work
- Serve as the CFO's backup, escalate significant risks, and act as a finance partner across the Institute
Requirements:
- Bachelor's degree in accounting or finance
- 5+ years of progressive accounting experience
- Experience managing the month-end close and a financial statement audit from start to finish
- Experience supervising staff
- Experience developing and managing a departmental budget
- Strong knowledge of U.S. GAAP, including hands-on experience with ASC 606 across multiple revenue streams
- Experience administering cloud-based accounting systems
- Experience developing financial reports and automating workflows
- Advanced Excel skills
- Ability to work at a desk and computer for prolonged periods
- Ability to occasionally lift up to 15 pounds
- Ability to travel to Denver quarterly for meetings and organizational activities
- Active CPA preferred
- Non-profit or association experience preferred
- Sage Intacct experience, ideally including an implementation, preferred
- Martus, Ramp or similar tool experience preferred
- Public accounting audit background preferred
- AMS-to-GL integrations experience preferred
Benefits:
- Medical, dental, and vision insurance
- 401(k) retirement plan with employer match
- Paid time off
- Paid holidays
- Life and disability insurance
- Flexible spending accounts
- Employee assistance resources
- Professional development opportunities
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