What are the responsibilities and job description for the Comptroller position at The A Team Consulting?
Responsibilities
Overall Leadership Expectations
- Demonstrate a deep knowledge of the rm and business landscape with the ability to leverage financial systems turning data into insights to support the partners and the financial team
- Collaborate across the rm to cultivate a team culture of high performance with constant improvement.
- Proactively identify opportunities for innovation, challenge the ‘status quo’, and lead implementation of new and enhanced techniques, tools, and systems.
- Reinforce best practices and processes that promote compliance with internal controls, safeguarding of assets, and fraud prevention.
Financial Management / Accounting / Planning & Analysis
- Manage all general accounting, treasury/cash management, payroll, tax, and financial systems
- Provide data for annual operating plan, budgets, ongoing forecasts, and cash ow projections
- Deliver annual data reports on the Company’s performance versus industry KPIs and benchmarks
- Prepare data for financial reports and monitor plan variances
- Ensure adequate cash flow for efficient business operations
- Manage insurance activities - monitor industry trends, update renewal information, provide certificates of insurance for projects, review contracts, and interface with insurance providers
- Collaborate on financials, bank accounts, and taxes for 3rd party investment entity
- Record vendor bills and credit expenses to proper accounts and projects
- Provide data for climate-Neutral and other certifications and surveys
- Provide annual accrual financials to the valuation accountant
- Ensure compliance with all tax regulations, lings, remittances, tax oversight, and planning
- Review year-end projections to provide data for tax return preparation
- Prepare and le sales tax calculations for appropriate jurisdictions (NY, Utah, and Canada
Client Relations / Project Management
- Review and build client proposals and contracts into projects in financial software to bill clients, track Project Manager profit, and allow Company payments
- Collaborate with Project Managers on client billing and monitor project profitability
- Manage WIPs in Ajera, clean up concluded WIPS quarterly, and close approved projects
- Manage accounts receivable and communicate with clients on their overdue invoices
- Verify client invoicing for 3rd party furnishings, work with purchasers to record vendor invoices in Ajera, generate invoices to clients, receive payments, and pay vendors
Human Resources / Payroll & Benefits
- Audit timesheets and payroll bi-weekly assuring accurate data and information and oversee legal payroll requirements for the Department of Labor, NYS, and the IRS
- Evaluate and implement annual salary and payroll updates
- Maintain employee information in the database
Administration / Systems
- Foster productive business relationships with external providers: accountants, payroll services, tax authorities, insurance, etc.
- 401k plan administration instruction: plan assets, employer contributions, annual reporting, fidelity bond, requirements, participant notices, loans, and plan education
- Collaborate on migrations and implement changes in ERP systems
- Manage lease adherence and updates for real estate requirements
- Develop and maintain procedures for, accounts payable, accounts receivable, billing and collections, and payroll. Maintain SOP documentation
Background & Qualifications
Requirements Education & Experience
- 10 years’ progressive financial leadership experience including people management experience gained within the design/engineering/construction industry
- Bachelor’s degree in accounting/finance, complemented by a professional accounting designation or equivalent advanced degree
- Superior technical nance, accounting skills, and business acumen: strong knowledge of internal controls and processes, audit, financial reporting, controllership, and financial systems
- Prior ERP and project management systems implementation experience
- Thorough knowledge of payroll and legal requirements, compliance, and benefits administration
Leadership Skills & Personal Attributes
- High-energy, creative, and forward-thinking, exhibiting a strategic mindset and mental agility combined with a proactive drive for execution
- Exceptional communication and interpersonal skills
- Proven ability to develop and foster productive relationships within an entrepreneurial organization
- Proven leadership capabilities and ability to communicate strategy and vision
- Intellectually curious, with an innovation mindset open to new ideas, yet comfortable with ambiguity and a catalyst for change
- Demonstrates strong people focus, professional maturity, and impeccable integrity
- Excellent organizational skills and a high level of attention to detail
- Collaborative, dedicated, team leader with broad credibility, capable of earning respect and motivating others
- Strong sense of ownership and inspiration, with a demonstrated commitment to the values of quality and continuous improvement
Compensation
Total compensation range between $125,000 - $150,000 will consist of a base salary plus bonus and benefits.
Salary : $125,000 - $150,000