Controller

CFO Selections; Portland (OR); Hybrid; USD 105,000 - 175,000; Full time

Job summary

Our SW Portland client, CFO Selections, seeks a long-term Controller to lead the accounting team and ensure GAAP compliance. This hybrid opportunity offers excellent work/life balance and reports to the President.

Responsibilities include month/year-end close, policy development, tax reporting, and HR/benefit administration. The role collaborates with IT on ERP systems and interfaces with external accountants.

Qualifications

• Bachelor’s degree in Accounting, Finance, or Business Administration.
• Current or inactive CPA license and public accounting experience preferred.
• Multiple years at Controller level leading an accounting department.
• Strong knowledge of GAAP and internal controls.
• Experience with IT professionals on business information issues.
• Excellent communication and organizational skills.

Responsibilities

• Maintains the general ledger and closes monthly and year-end books with GAAP compliance.
• Establishes accounting procedures and policies for accurate records.
• Prepares quarterly reports detailing consignment sales and inventories.
• Administers retirement plans and manages benefit contracts.
• Oversees payroll system and tax reporting to authorities.

Skills

Leadership experience

Internal controls

Communication skills

IT collaboration

Tax reporting

S-corporation taxation familiarity

Education

Bachelor’s degree in Accounting, Finance, or Business Administration

CPA license (preferred)

Job description

Our SW Portland client is looking for their next long-term Controller. This is a hybrid opportunity to have excellent work/life balance and be at a company that values family life and has long tenured employees. The role reports directly to the President.

RESPONSIBILITIES:

• Maintains the general ledger and all related accounts with proper documentation and records of all transactions. Initiates or approves entries to the general and subsidiary ledgers to assure accuracy and compliance with generally accepted accounting principles. Responsible for the monthly and year-end closing of the general ledger and preparation of financial statements.
• Establishes accounting procedures and processes for maintaining general accounting records and documentation. Monitors accounting systems and recommends new or revised policies and procedures where appropriate and applicable.
• Prepares or reviews the preparation of quarterly reports detailing consignment sales and inventories.
• Maintains the company’s retirement plan records. Serves as the primary administrative contact with participants, legal counsel and fiduciaries.
• Administers the company’s health and other benefit plans. Reviews and recommends changes to plan benefits and contracts with administrators and insurance companies.
• Administers the firm’s risk management program. Ensures adequate coverage for property and casualty insurance.
• Maintains the relationship with the company’s bank; monitors cash flow; reviews the reconciliation of bank records for all accounts.
• Coordinates with a small team of internal IT professionals, who maintain the company’s ERP software and hardware infrastructure.
• Oversees the payroll system.
• Prepares or reviews the preparation of the company’s sales, property and income tax reports.
• Maintains investment records including investment purchases and sales, income, gains and losses, and related tax records.
• Serves as primary contact with the company’s independent accountants; engages for annual review of financial statements and preparation of federal and state tax returns.
• Advises the President on human resource matters.
• Maintains fixed asset and personal property tax records.
• Performs or advises on various administrative duties, such as records storage, property maintenance, etc.

QUALIFICATIONS:

• Bachelor’s degree in Accounting or Finance or Business Administration
• Current or inactive CPA license and public accounting experience is preferred
• Several years’ experience at the Controller level or equivalent, demonstrating the ability to lead an accounting department and manage accounting/finance related projects
• Thorough knowledge of accounting functions, internal financial controls, and generally accepted accounting principles
• Prefer some experience managing and/or working closely with information technology professionals on tactical and strategic business information issues
• Strong communication, organizational, and interpersonal skills
• Experience with medical, dental, and 401(k) plan administration is desired as is a familiarity with S-corporation taxation

Salary up to $175k + bonus + amazing benefits.