Controller

An established professional services organization is seeking an experienced Financial Controller to lead accounting and financial operations. This opportunity arises from a planned retirement, allowing for a structured transition period and knowledge transfer from the departing financial leader.

This is a true Controller position focused on accounting leadership, financial operations, compliance, reporting, payroll administration, banking relationships, and day-to-day financial management. The role is not designed as a CFO-level strategic finance position.

What You'll Do

• Oversee all day-to-day financial operations
• Manage trust accounting and compliance requirements
• Supervise two direct reports
• Process payroll and coordinate related reporting
• Administer retirement plan contributions and reporting
• Review client invoicing and billing arrangements
• Manage accounts payable and accounts receivable activities
• Reconcile multiple bank accounts and oversee deposits
• Prepare financial reports for leadership
• Coordinate annual audits and insurance-related reviews
• Work directly with outside accounting professionals on year-end matters
• Review and approve payments, checks, and wire transfers
• Support employee benefits administration and enrollments
• Identify operational improvements and technology enhancements

Qualifications

• Bachelor's degree in Accounting, Finance, Business, or a related field preferred
• 7+ years of accounting and financial operations experience preferred
• Prior leadership or supervisory experience required
• Experience with payroll administration required
• Advanced Excel skills required
• Strong financial judgment and decision-making ability
• Ability to manage confidential financial information with discretion
• Professional services experience preferred
• Trust accounting experience is highly preferred
• Experience with legal accounting software is a plus

Work Environment

The organization offers a collaborative, team-oriented culture with long employee tenure and strong professional relationships. Leadership values operational excellence and welcomes ideas that improve efficiency, processes, and technology utilization.

Compensation & Benefits

• Base salary of $140,000–$180,000
• Hybrid work arrangement following onboarding
• Employer-paid employee medical coverage
• 401(k) plan with employer match
• Employer-paid life insurance
• Employer-paid long-term disability coverage
• Flexible spending account
• Paid holidays
• Parking or public transportation reimbursement

Salary Range: $140,000–$180,000

Reference: 148699