Financial Services Controller

KW Property Management LLC; Town of Florida (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

KW Property Management and Consulting is seeking a Financial Services Controller to oversee accounting operations, ensure regulatory compliance, and provide strategic financial guidance. You will lead a team, manage monthly/quarterly/yearly reporting, budgeting, and audits while partnering with executives to improve profitability and efficiency.

The role emphasizes robust internal controls, process improvements, and collaboration with senior leadership to support growth initiatives and client

Qualifications

• Bachelor’s degree in Accounting, Finance or related field.
• 8+ years of related experience in financial services or association management.
• Proven experience in financial reporting, budgeting, forecasting and analysis.
• Strong understanding of regulatory requirements in the financial services and association management industry.

Responsibilities

• Maintains a documented system of accounting policies and procedures; implements a system of controls over accounting transactions to minimize risk.
• Oversee and manage all aspects of financial services accounting and financial reporting.
• Prepare and review monthly, quarterly, and annual financial statements, ensuring accuracy and compliance with accounting standards. Monthly budget versus actual variance analysis.
• Develop and implement internal controls to safeguard company assets and ensure regulatory compliance.
• Lead budgeting, forecasting, and variance analysis to support strategic planning and decision-making.
• Coordinate and oversee annual audits, working closely with external auditors and regulatory bodies.
• Manage cash flow, investments, and financial risks to optimize financial performance.
• Collaborate with senior leadership to provide financial insights, identify growth opportunities, and support business initiatives.
• Mentor and develop accounting team members, fostering a culture of accountability and continuous improvement.
• Meet with association board of directors and work closely with finance committee leaders. Work closely with cross functional operational team to deliver exceptional service to our clients as it relates to financial reporting and financial analysis.

Skills

Strong work ethic

Innovative

Detail Oriented

Education

Bachelor’s degree in Accounting

CPA

Tools

MS Excel

Job description

The Financial Services Controller will oversee all accounting operations, including financial reporting, budgeting, and audit processes. They will ensure compliance with industry regulations and internal controls. While providing strategic financial guidance to support business goals. Additionally, the controller will manage a team, streamline financial processes, and work closely with executive leadership to drive profitability and operational efficiency.

As a team member of KW PROPERTY MANAGEMENT & CONSULTING, you are expected to understand and support the mission statement of the company and practice our GREAT values every day. These values include but are not limited to greeting and smiling; showing respect with name recognition and eye contact; accepting the empowerment to exceed everyone's expectations and showing enthusiasm for your position and duties; being accountable to show a positive attitude and accountable for your actions; and be trustworthy in your duties and transparent in everything you do. These are our GREAT values and are part of your work practices and expected as part of your daily activities while working at KW Property Management and Consulting.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Maintains a documented system of accounting policies and procedures; implements a system of controls over accounting transactions to minimize risk.
• Oversee and manage all aspects of financial services accounting and financial reporting.
• Prepare and review monthly, quarterly, and annual financial statements, ensuring accuracy and compliance with accounting standards. Monthly budget versus actual variance analysis.
• Develop and implement internal controls to safeguard company assets and ensure regulatory compliance.
• Lead budgeting, forecasting, and variance analysis to support strategic planning and decision-making.
• Coordinate and oversee annual audits, working closely with external auditors and regulatory bodies.
• Manage cash flow, investments, and financial risks to optimize financial performance.
• Collaborate with senior leadership to provide financial insights, identify growth opportunities, and support business initiatives.
• Mentor and develop accounting team members, fostering a culture of accountability and continuous improvement.
• Meet with association board of directors and work closely with finance committee leaders. Work closely with cross functional operational team to deliver exceptional service to our clients as it relates to financial reporting and financial analysis.

This position manages employees of the accounting department and is responsible for the performance management and hiring of the employees within that department.

This job operates in a professional office environment. This role routinely uses standard office equipment.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to sit for prolonged periods at a desk and work on a computer. Must be able to lift to 15 pounds at times.

This is an in-office, full-time position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5:30 p.m. This schedule may change to accommodate the business needs of the company

Some travel will be required to attend company sponsored meetings and trainings.

• Bachelor’s degree in Accounting, finance or other related field.
• 8 or more years of related experience required.
• Proven experience in financial reporting, budgeting, forecasting and analysis
• Strong understanding of regulatory requirements in the financial services o association management industry.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice

Qualifications

Skills

Preferred

Strong work ethic

Advanced

MS Excel

Advanced

Behaviors

Preferred

Innovative

Consistently introduces new ideas and demonstrates original thinking

Detail Oriented

Capable of carrying out a given task with all details necessary to get the task done well

Education

Preferred

Bachelors or better in Finance or related field.

Licenses & Certifications

Preferred

CPA

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.