Finance Controller & Operations Leader

Gresham Partners; Chicago (IL); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Employer Paid Life Insurance

Employer Paid Short Term Disability

401(k) with Company Match

Education Reimbursement Programs

Job summary

Gresham Partners, LLC, a Chicago-based wealth management firm, seeks an experienced Controller to join the Finance Team in downtown Chicago. You will manage relationships with bookkeepers, tax advisors, auditors, and counsel while leading cash flow analyses, budgets, and forecasts.

The role requires 5–8 years of finance/accounting experience with a strong command of GAAP and internal controls. You will supervise the outside bookkeeper, draft financial statements, and drive operational

Qualifications

• Bachelor’s degree in finance or accounting required; strongly preferred.
• 5–8 years of prior work experience in finance/accounting.
• Proficient in MS Office Suite with Excel and financial modeling.
• Experience at a financial firm is a plus.
• Knowledge of capital transactions and capital controls is a plus.
• Ability to work independently and in a team; high attention to detail.

Responsibilities

• Maintain relationships with third party bookkeepers, tax accountants, banking relationships, auditor, and legal counsel.
• Research accounting issues for GAAP and other compliance requirements.
• Assist in processing payroll.
• Review expenses and invoices; enforce segregation of duties, expense, and other internal controls.
• Provide cash flow, profitability and other financial analyses and models.
• Provide back-up and create budgets and forecasts.
• Lead and manage outside bookkeeper.
• Provide monthly and year end variance analyses.
• Manage outside auditors and provide reconciliations and support documentation. Draft audited financial statements.
• Lead operational improvement projects.
• Maintain and update expense policies and communicate with the Firm.
• Create wire templates, process wires, and monitor cash flow.
• Recommend changes and lead new software implementations and automation projects.
• Provide ad-hoc reporting to co-workers and third parties as needed.

Skills

Financial analysis

Excel modeling

Communication skills

Attention to detail

Self-starter

Education

Bachelor's degree in finance or accounting

Tools

Microsoft Office Suite

Microsoft Excel

Financial modeling

Job description

Gresham Partners, LLC, a Chicago-based wealth management firm, seeks an experienced Controller to join the Finance Team in downtown Chicago. You will manage relationships with bookkeepers, tax advisors, auditors, and counsel while leading cash flow analyses, budgets, and forecasts.

The role requires 5–8 years of finance/accounting experience with a strong command of GAAP and internal controls. You will supervise the outside bookkeeper, draft financial statements, and drive operational