Controller

Wells Group; New York (NY); On-site; USD 120,000 - 200,000; Full time

Job summary

Wells Group, a boutique accounting and financial advisory firm in New York, seeks a Controller with 7-15 years of experience to join as a salaried full-time team member serving multiple clients in SaaS, media, healthcare, fintech and consumer goods.

The role leads month-end closes, builds accounting processes from scratch, ensures data integrity, and delivers clear reports and KPI analyses to leadership.

Qualifications

• Active CPA mandatory
• Bachelor’s or higher degree in Accounting or Finance
• Big Four experience and/or private company experience preferred
• 7-15 years of accounting experience
• Experience with complex ERP systems
• Excellent communication and collaboration skills

Responsibilities

• Prepare financial statements and reports (BS, P&L, management reports)
• Lead month-end close for multiple clients
• Ensure data integrity and internal controls over financial reporting
• Analyze financial results and report variances to leadership
• Lead KPI development and external audit responses
• Oversee General Ledger accounts and multi-department collaboration
• Identify and implement process improvements and automation
• Manage junior team responsibilities

Skills

CPA

Communication skills

Team player

Multi-tasking

Excel proficient

Education

Bachelor’s or higher in Accounting or Finance

Tools

QuickBooks

NetSuite

Job description

We’re a boutique, dynamic accounting and financial advisory firm and are seeking a Controller with 7-15 years of experience to join our team. Wells Group of New York is a 30 FTE business services firm headquartered in New York City. We specialize in interim CFO and interim Controller services on a part-time and fractional basis for high-growth businesses in SaaS, media, healthcare, fintech, and consumer goods, among other industries.

We run extremely flat and are looking for someone who can not only execute but also become a core member of our team and contribute to the mission, vision, and culture both in our firm and for our clients. We operate with a highly collaborative and flat organizational structure. We are seeking an individual who not only excels in execution but also seeks to become an integral part of our team, actively contributing to our mission, vision, and culture. This applies not only within our organization but extends to the positive impact you'll make for our clients as well. This is a salaried full-time position. Salary range: $120k to $200k.

POSITION OVERVIEW

We are seeking an accounting professional to add to our Controller team. The ideal candidate can work efficiently without sacrificing accuracy and is a self-starter. Candidate should be able to work with large amounts of financial data, handle multiple tasks and clients with deadlines, and provide transparent and complete reports to management. Candidate should have a firm grasp of accounting and financial practices and possess strong computer, verbal and written communication skills. Candidate should be detail-oriented, professional, and analytical. Candidate must be able to devise and create accounting processes from scratch, as opposed to relying on templates.

RESPONSIBILITIES

• Prepare financial statements and other financial reports, such as Balance Sheets, Profit and Loss statements, and management reports
• Lead and own the month-end close process and other assigned department related tasks for multiple clients, as necessary
• Ensure data integrity for assigned accounts including understanding of required upstream internal controls over financial reporting
• Analyze financial results on a monthly basis and report on variances versus plan and prior periods to efficiently report results to clients’ Leadership
• Investigate reporting discrepancies and communicate issues, effectively and in a timely manner
• Lead process for calculation, presentation and communication of company-wide KPI’s
• Lead development of internal controls
• Lead external audit requests
• Actively maintain and review designated General Ledger accounts and activity
• Support business processes by partnering with other departments, including but not limited to FP&A, Accounts Payable, Treasury, IT, and Marketing
• Consistently evaluate areas for process improvement and automation
• Partake in ad hoc accounting or finance projects and analysis, as assigned
• Ensure oversight of junior team responsibilities including providing clear direction for work and reviewing / analyzing results

QUALIFICATIONS

• Bachelor’s or higher degree in Accounting or Finance
• Active CPA mandatory
• In depth knowledge of Accounting theory and application of U.S. GAAP
• Big Four experience and/or experience at reputable private companies highly preferred
• 7-15 year(s) of relevant Accounting experience
• Ability to multi-task and prioritize, as this role will require working with approximately 10 clients at any given time
• Experience with working in a complex ERP system
• Excellent communication skills; proven ability to communicate effectively with internal and external business partners at various levels in a clear and concise manner
• Team player with a strong work ethic
• Quickbooks / Netsuite experience a plus but not required
• Tech savvy and MS Excel super user (candidate must be comfortable working with and analyzing large datasets)