What are the responsibilities and job description for the Controller position at DataServ Integrations, LLC?
Title: Controller
Location: Westlake, Ohio
Employment Type: Full Time
Travel: <15%
Requirements:
- 5 years progressive accounting and finance experience, including 2 as controller
- Certified Public Accounting (CPA) is required
- Strong working knowledge of detailed financial data analysis
- Bachelor’s or advanced degree preferred or relevant prior work experience
- Critical thinking skills
- Leadership skills
We want you!
As Controller you play a key role in our Financial Services team to analyze, negotiate, and prepare all financial activities within our growing organization. This individual will work cross-functionally with operations, finance, and executive leadership teams.
On a day-to-day basis, this role includes tasks such as financial reporting, budgeting, forecasting, cash flow management, internal controls, and compliance with accounting standards and regulations. If you seek involvement with supporting financial strategic decision-making and providing insight, this role could be for you!
1. Financial Responsibilities:
- Interpreting accounting principles and procedures to ensure that the company’s financial statements are presented according to GAAP and up to date
- Ensuring that accounting standards are followed in order to maintain the integrity of financial records
- Develop forecasting metrics for company performance
- Complete project profitability review and engage appropriate team members when exceptions are identified
- Analyze company performance, financial statements, business drivers and operational metrics against budget and prior years
- Oversee all accounting operations including general ledger, accounts receivable, accounts payable, purchasing, inventory and fixed assets
- Review unearned revenue spreadsheet for completeness and accuracy
- Coordinate and execute month-end closing activities including the completion of all needed journal entries to maintain accuracy of general ledger
- Facilitate and prepare annual budgets by creating and maintaining supporting schedules and assisting with implementation plans
- Manage payroll and sales commission program, including calculations, reconciliations and payments to applicable team members
- Monitor and control cash flow, including collections and related disbursement activities
- Act as a liaison with financial institutions and provide requested documentation, as necessary
- Effectively use, manage and document online banking activities on behalf of the company
- Understand USAC School and Libraries Division E-rate program and bill and collect monies customer projects per program requirements
- Monitor compliance with regulatory requirements for 401k and employee benefit plans.
- Lead annual physical inventory counts in conjunction with audit team
- Develop and document business processes, financial audits, and accounting policies to maintain and strengthen internal controls
- Coordinating with external auditors to make sure audits are performed correctly and on time
- All other duties as assigned
2. Tax Responsibilities:
- Work with external tax advisors to ensure all corporate tax filings are accurate, compliant and done in a timely manner
- Resolve tax notifications
- Monitor payroll processing and tax compliance for accuracy
3. Organization Responsibilities:
- Negotiate company insurance policies and deductibles with broker
- Negotiate company healthcare and employee benefits with broker
- Become familiar with DataServ policies and procedures and develop new as warranted
- Develop, manage and support workflow process as it relates to purchasing, inventory and invoicing, including requesting and participating in workflow changes and improvements for both new sales offerings and existing ones
- Communicate risks and opportunities and advise CEO/President as necessary
4. Team Lead Responsibilities:
- Provides operational management and support for the accounting team members, including but not limited to, ongoing status meetings, regular performance reviews, interviewing, hiring, onboarding, exits, etc.
- Represent DataServ in a positive manner to colleagues, customer base and vendors
- Engage in root cause analysis activities for solving recurring department pain points
- Provide redundancy and backup support for other team members
- Be a supportive team member to others
Proficiencies we seek:
- Experience in Great Plains preferred, but not required
- Experience with databases preferred
- Experience with technology manufacturers (i.e. Cisco, Microsoft, HP, Dell, etc.) preferred
- Strong computer skills, including Microsoft Office products (Teams, Outlook, Excel, Word, PowerPoint)
- Strong verbal and written communications skills, including the ability to proofread
Pre-employment driver’s license check, background check, and drug screening are required.
Why you’ll love us:
We care. We coach. We lead. DataServ, founded in 1986, continues to use this approach in all we do for our culture. It’s truly the people who make working here great. We are social and supportive of one another, providing flexibility when needed. As lifelong learners, promoting from within is a priority to provide our team members opportunities for internal mobility and growth.
DataServ offers a competitive compensation plan including 10 paid holidays, PPTO, Performance bonuses, , 401K (with match), medical, dental, vision, life, STD, and LTD benefits. Team members also enjoy our bright, open, casual environment with standing desks, filtered water, coffee, lunches, kitchen, and outdoor patio along with many other inclusive benefits and perks!
About DataServ:
For over 35 years, DataServ’s primary mission has been to provide technology solutions and services to K-12 schools. With our focus of understanding people and processes, we created the concept of Technology as a Utility so that our K-12 schools can buy only what they need, without having to make an investment in infrastructure. We take pride in helping to align goals, build trust, and add value to exceed our schools’ technology expectations. For more about DataServ, visit www.dataservtech.com.
Qualities we want in you:
• team player • good communicator • tech savvy • service oriented • motivated • self-disciplined • professional • flexible in a fast-paced environment • works independently with minimal supervision • exhibits strong work ethic • detail oriented • handles demanding situations/timelines • organized • responsible/dependable • willing to receive/provide feedback to improve performance • supportive •
Sound like you? Visit https://www.dataservtech.com/careers/ to apply today!
How you can apply:
https://www.dataservtech.com/careers/
DataServ is an equal opportunity employer and does not discriminate in hiring or employment, in accordance with the requirements of all applicable laws, including race, color, religion, national origin, ancestry, age, gender, marital status, military status, sexual orientation, disability, or medical condition.