Controller

Nextera Search Group; New York (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

Nextera Search Group in New York City seeks an experienced Controller to lead accounting operations for a financial services firm. The role focuses on large-scale nonprofit reporting, internal controls, and strategic financial analysis.

The ideal candidate brings CPA credentials, 15+ years of technical accounting, and a proven ability to manage month-end closes, audits, and tax coordination with external advisors to ensure accurate, timely financial statements.

Qualifications

• Bachelor's degree in Accounting or Finance; CPA license required.
• 15+ years of accounting experience with nonprofit focus.
• Strong nonprofit accounting knowledge, Form 990 and tax reporting.
• Experience leading month-end close, financial reporting, and GL activities.

Responsibilities

• Prepare and review journal entries for payroll, investments, intercompany, depreciation, accruals, prepaids, and fixed assets.
• Monitor weekly cash balances and ensure client accounts are funded.
• Prepare and review monthly financial statements, analyses, and management reports.
• Maintain budgeting and planning systems with cross-team collaboration.
• Develop ad hoc analyses and reporting for business and client needs.
• Communicate with clients, vendors, banks, and external stakeholders.
• Identify process improvements for cash management and accounting operations.
• Prepare annual audit workpapers, financial statements, and disclosures with external auditors.
• Support annual tax compliance including tax schedules and coordination with advisors.
• Manage grant reporting and monitor restricted assets for nonprofits.
• Provide on-site client support to improve financial operations and reporting.

Skills

Accounting

Nonprofit accounting

Month-end close

Financial reporting

Budgeting & forecasting

Audit coordination

Internal communication

Education

Bachelor's degree in Accounting/Finance

CPA license

Job description

A Financial Services Firm based in New York City is seeking an experienced accounting professional to join their team as a Controller.

Responsibilities:

• Prepare and review journal entries related to payroll, investments, intercompany transactions, depreciation, accruals, prepaids, fixed assets, and other complex accounting activities.
• Monitor weekly cash balances and ensure client accounts are appropriately funded to support ongoing operations.
• Prepare and review monthly financial reports, analyses, and management reporting packages.
• Maintain and support budgeting and financial planning systems, partnering with internal teams to implement updates and enhancements.
• Develop ad hoc financial analyses and reporting to support business and client needs.
• Communicate effectively with clients, vendors, financial institutions, and other external stakeholders.
• Identify and implement process improvements to enhance efficiency, accuracy, and value within cash management and accounting operations.
• Prepare and review annual audit workpapers, financial statements, and related disclosures while coordinating with external auditors.
• Support annual tax compliance processes, including preparation of tax schedules and coordination with tax advisors.
• Manage grant reporting requirements and monitor restricted assets for nonprofit organizations.
• Provide on-site client support to improve financial operations, reporting processes, and overall efficiency.

Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field; CPA license required.
• 15+ years of accounting experience, with significant experience supporting nonprofit organizations.
• Strong knowledge of nonprofit accounting principles, including Form 990 preparation and related tax reporting requirements.
• Proven experience overseeing month-end close processes, financial reporting, and general ledger activities.