Strategic Finance Director & Controller

The Jacobson Group; Town of Penfield (NY); In loco; USD 150.000 - 175.000; Tempo pieno

Descrizione del lavoro

The Jacobson Group is seeking a proactive Director of Finance & Controller to oversee daily accounting operations, strengthen internal controls, and modernize the finance function across subsidiaries in the United States. You will partner with senior leadership to develop financial strategies, produce board-ready reports, and drive automation and improvements.

Responsibilities include month-end close, budgeting, forecasting, financial modeling, and accurate financial statements, with regular

Competenze

• Bachelor’s degree in accounting, finance or related field.
• 5+ years of progressive accounting or finance experience.
• Strong understanding of GAAP and accounting controls.
• Hands-on experience with general ledger accounting, reconciliations, financial statement preparation and month-end close.
• Proficiency in Microsoft Excel and analytical skills.
• Excellent organizational, problem-solving and communication skills.
• Ability to communicate complex financial information to non-financial stakeholders.
• Willingness to remain hands-on while taking broader ownership of the finance function.
• CPA designation or progress toward certification (preferred).
• Experience with QuickBooks and Bill.com.
• Experience with insurance, financial services or other regulated industries.
• Experience working with external audits and tax professionals.
• Knowledge of budgeting, forecasting, financial modeling and Board reporting.
• Proven ability to improve accounting processes, systems and controls.
• Experience in a nonprofit, association, subsidiary or multi-entity environment.

Mansioni

• Manage daily accounting operations for the organization, including general ledger activities, accounts payable and receivable, journal entries, cash receipts, and reconciliations.
• Oversee accurate accounting for cash, investments, premiums, expenses, commissions, and payroll-related activities.
• Monitor cash balances and maintain audit-ready financial records.
• Develop, implement, and oversee accounting policies, procedures, and internal controls.
• Prepare monthly and annual financial statements, including reconciliations, schedules, and supporting documents.
• Partner with finance teams on month-end and year-end closing processes to ensure timely and accurate reporting.
• Conduct financial analysis to compare performance against budgets, forecasts, and prior periods, identifying trends, risks, and opportunities.
• Support the development of budgets, forecasts, financial models, and business case analyses.
• Create financial dashboards, KPIs, and management reports for leadership and board review.
• Prepare and present concise financial reports and presentations for executive leadership and the Boards of Directors.
• Collaborate with external auditors and tax professionals, providing schedule and documentation support for audits and tax filings.
• Assist with insurance regulatory reporting and examinations as needed.
• Manage banking relationships, monitor cash positions, and support treasury and investments activities.
• Serve as the internal finance owner for QuickBooks, Bill.com, and related financial technology systems.
• Lead process improvements, automation, and system upgrades to increase efficiency and scalability.
• Support infrastructure growth initiatives, especially related to new insurance products and organizational expansion.

Conoscenze

GAAP knowledge

Excel

Financial analysis

Communication

Board reporting

General ledger

Internal controls

Automation

Formazione

Bachelor’s degree in accounting or finance

CPA designation or progress toward certification

Strumenti

QuickBooks

Bill.com

Descrizione del lavoro

The Jacobson Group is seeking a proactive Director of Finance & Controller to oversee daily accounting operations, strengthen internal controls, and modernize the finance function across subsidiaries in the United States. You will partner with senior leadership to develop financial strategies, produce board-ready reports, and drive automation and improvements.

Responsibilities include month-end close, budgeting, forecasting, financial modeling, and accurate financial statements, with regular