Quest Group is actively recruiting for an experienced, hands‑on Controller / Accounting Manager to lead the company’s accounting and financial reporting functions. This individual will be responsible for maintaining accurate financial records, overseeing the monthly close process, preparing management reporting packages, coordinating quarterly regulatory filings, and ensuring strong financial controls and compliance.
The ideal candidate is a CPA with strong technical accounting experience and a proven track record in financial services, banking, credit unions, lending, or another highly regulated financial environment. This is a hands‑on leadership role for someone who is comfortable both managing the accounting function and rolling up their sleeves to perform the work.
Key Responsibilities
- Lead and oversee the monthly, quarterly, and annual close processes.
- Prepare and deliver comprehensive monthly financial reporting packages, including financial statements, management reports, variance analysis, and key financial metrics.
- Ensure the accuracy and integrity of the general ledger and financial statements.
- Review account reconciliations, journal entries, accruals, and other month‑end accounting activities.
- Analyze financial results and communicate key trends, variances, and issues to senior leadership.
- Establish and maintain effective accounting policies, procedures, and internal controls.
- Coordinate with external auditors, tax professionals, and other third‑party advisors as needed.
Regulatory & Compliance Reporting
- Prepare, review, and coordinate quarterly state regulatory filings and other required financial or regulatory reports.
- Ensure filings are accurate, complete, and submitted within required deadlines.
- Monitor changes in accounting standards, regulatory requirements, and reporting requirements that may impact the organization.
- Maintain appropriate documentation and supporting schedules for regulatory and financial reporting.
Leadership & Operations
- Lead, develop, and mentor accounting staff while maintaining a hands‑on approach.
- Manage accounting workflows, deadlines, and priorities to ensure timely and accurate deliverables.
- Identify opportunities to improve accounting processes, reporting systems, and controls.
- Partner closely with senior leadership and other departments on budgeting, forecasting, financial analysis, and business decisions.
- Serve as a key financial resource to the organization and provide practical, business‑oriented insight.
Qualifications
Required
- Active CPA license required.
- Bachelor's degree in Accounting, Finance, or a related field.
- 5+ years of progressive accounting experience, with experience managing or leading an accounting function.
- Strong experience with monthly financial close and financial reporting.
- Demonstrated experience preparing monthly reporting packages for management or executive leadership.
- Experience preparing or overseeing quarterly regulatory/state filings.
- Strong understanding of GAAP and financial statement preparation.
- Excellent attention to detail and organizational skills.
- Strong analytical, problem‑solving, and communication skills.
- Ability to work independently while also leading and developing an accounting team.
Preferred
- Previous experience in financial services, banking, credit unions, lending, mortgage, fintech, or another regulated financial institution.
- Experience with regulatory reporting and compliance requirements within the financial services industry.
- Experience with audits and working directly with external auditors.
- Experience with accounting system implementations, process improvements, or automation.
- Advanced Excel skills and experience working with financial/accounting systems.