Senior Financial Controller

OhioX; Columbus (OH); On-site; USD 120,000 - 180,000; Full time

Job summary

OhioX, a Columbus, Ohio-based advisory and consulting firm serving financial institutions and insurance companies, seeks an exceptional senior Controller to lead the company’s financial affairs, strategic planning, reporting, audits, and tax compliance. This role partners with the President and executive team to drive financial strategy and operations for a growing portfolio of client startups.

The successful candidate will have 10+ years as a Controller and 15+ years in accounting, with ERP

Qualifications

• 10+ years as a Controller
• 15+ years in accounting
• ERP systems experience
• Leadership experience with a hands-on work ethic
• Ability to manage multiple priorities in a fast-paced environment
• Strong analytical and problem-solving skills

Responsibilities

• Manage daily accounting function for a portfolio of client startup companies
• Oversee general ledger, accounts payable, billing and accounts receivable on an accrual basis per GAAP
• Oversee cash flow, working capital and company audits
• Provide cost accounting when required
• Prepare monthly bank and balance sheet reconciliations
• Prepare financial statements and reports for Partner review
• Coordinate preparation of tax returns and ensure regulatory compliance
• Exercise independent judgment over accounts payable and vendor payments
• Provide financial analysis as needed
• Collaborate with President and executive team on financial strategy and operations

Skills

Leadership

GAAP knowledge

Financial planning & analysis

Financial reporting

Excel

Cash flow management

Attention to detail

Presentation skills

Problem solving

Strategic thinking

Tools

ERP systems

Job description

We are sourcing for our client - a Columbus, Ohio-based advisory and consulting firm that services financial institutions and insurance companies. They are owned by a boutique, private equity firm that pursues investment opportunities in lower-middle-market companies. Our client is seeking an exceptional senior-level professional to join their team for their consulting company which employs over 500 employees. The opportunity could evolve to play a significant role in helping to identify and evaluate firm acquisitions, and lead the financial aspects for all of the portfolio companies.

Our ideal candidate will be based in Columbus, Ohio and LOVE working in a fast-paced, challenging work environment and be able to handle multiple, competing priorities every day. They will work hard and be able to collaborate openly with team members and clients to lean in and solve problems.

They will also be aligned with our CORE VALUES:

• Get It Done Attitude- A strong work ethic - Displaying a high level of energy and persistence to getting the job done right the first timeandgoes the extra mile.
• Customer Centric- Exhibits a passion for servicing the customer- Exceeding customer’s expectations and building loyalty by delivering high quality service to both internal and external candidates.
• Solutions Driven- Creative ideas and problem solving with a sense of urgency- taking a customer’s concern or problem and providing timely valuable service options for the customer.

Primary responsibilities will be managing and directing the company’s financial affairs to include financial strategy, financial planning and analysis, financial reporting, company audits, compliance, cost accounting and business planning. Role will collaborate with the President and the executive team to make decisions regarding company's financial strategy and operations.

General responsibilities include:

• Manage daily accounting function for a portfolio of client startup companies
• Manage the general ledger, accounts payable, billing and accounts receivable on an accrual-basis, in accordance with GAAP
• Oversee cash flow, cash management, working capital and company audits
• Provide cost accounting, when required
• Preparation of monthly bank and balance sheet reconciliations
• Preparation of financial statements and reports for Partner review
• Preparation of any required debt amortization schedules, or depreciation schedules
• Payroll processing
• Exercise independent judgment over accounts payable process, including determining available cash to pay bills and process payments to vendors
• Provide financial analysis, as needed
• Ensure compliance with local, state, and federal government reporting requirements and tax filings
• Coordination of the preparation of required tax returns

The duties and responsibilities described in this job description may not be a comprehensive list. Additional tasks may be assigned to the employee from time to time and/or the scope of the job may change as necessitated by business demands.

Position Requirements:

• 10+years as a Controller
• 15+years in accounting
• Small business experience
• Working with ERP systems a must
• Leadership experience with a ‘roll your sleeves up’ work ethic

Core Competencies:

• Growth mindset
• Attention to detail in reviewing and analyzing financial information
• Strong mathematical skills
• Excellent verbal, written and presentation skills
• Strong, hands‑on knowledge of accounting best practices
• Must have exemplary problem-solving skills
• Proficiency in MS office, particularly Excel

If you are an experienced controller who also has the drive and ability to step into the CFO seat and help operate a business, we would like to hear from you.