US Controller - VP of Finance

Job description

Job Details

• Job Category: VP II
• Requisition Number: USCON001780
• Posted: February 21, 2025
• Full-Time
• Location: Florida

Tasks

Financial Close & Accounting Operations:

• Leads the monthly financial close, including timely journal entry recording, reconciliations and preparation of financial reports for the broker/dealer and other finance related entities.
• Ensures accurate and timely preparation and review of financial reports and management reports in accordance with US GAAP; includes review of underlying support for completeness and accuracy.
• Reviews income and expense journal entries in the general ledger for appropriateness and ensures that all monthly entries have been made, accrued or prepaid prior to the month-end close.
• Checks daily/weekly/monthly general ledger reconciliations.
• Performs various accounting and financial control functions consistent with the organization's strategies, policies and procedures.
• Accounting of the holding company and affiliated units.
• Maintains a documented system of accounting policies and procedures, including appropriate internal controls and internal audits.
• Performs financial analysis to identify trends, variances and opportunities for cost savings.
• Provides insights and recommendations to senior management to support strategic decisions.
• Works with the MIS group and provides information to develop analysis to support management initiatives and the quarterly review process.
• Takes on projects and ad hoc tasks.

Budgeting & Forecasting:

• Works within the finance team on annual budgeting processes and monthly/quarterly forecasts for all units.
• Manages performance against budgets, investigates variances and recommends corrective actions.

Tax Reporting & Compliance:

• Oversees, in conjunction with outside vendors, the preparation and filing of tax returns to ensure compliance with federal, state and local tax laws.
• Ensures accurate and timely reporting of all types of taxes.
• Coordinates and manages external audits and tax returns, serves as main point of contact for auditors.
• Monitors internal controls to protect company assets and maintain financial integrity.

Vendor Payments & Accounts Payable:

• Manages the accounts payable process to ensure that payments to suppliers are made timely and accurately.
• Reviews and approves payment schedules and disbursement reports.

Cash management:

• Monitors cash flow planning and ensures that the necessary funds are available.

Strategic Partnership & Advisory:

• Works closely with senior management on long-term financial planning and strategic decision making.
• Assists in the evaluation of investment strategies, capital expenditures and new products (if applicable).
• Provides insights into potential risks, opportunities and the financial impact of business initiatives.
• Monitors financial activities and details such as reserves to ensure that all legal and regulatory requirements are met.

Requirements

• Bachelor's degree in finance or accounting or related field
• Proven leadership skills in digital transformation
• Advanced programming and/or coding skills
• Relevant work experience in accounting/finance for broker/dealers and/or US banks and/or public accounting
• Proven leadership qualities and experience in team management
• Strong