Offer summary

Qualifications:

Bachelor’s degree in Accounting, Finance or related field strongly preferred., Minimum of 10 years general accounting experience in a corporate setting required., Strong communication skills, both written and verbal, to interface effectively with management and staff., CPA certification or other relevant certification is a plus..

Key responsibilities:

Oversee accounting functions for a portfolio of businesses, ensuring accuracy and adherence to deadlines.

Manage and lead engagement teams to deliver high-quality service to clients.

Coordinate and execute month-end close procedures, including review and approval of team members' work.

Produce monthly and annual financial statements and reporting for clients, presenting results as necessary.

Job description

The Outsourced Controller - CAS is tasked with delivering accurate and comprehensive financial reporting to clients. This role ensures the integrity of financial practices, from revenue recording to balance sheet reconciliations, while offering insights and best practices to aid client decision-making. The Controller’s work encompasses both oversight of transactional accounting and strategic advisory, including the training of staff and the enhancement of efficiency through automation and policy application.

Success Factors

Responsibilities

Oversee accounting functions for a portfolio of businesses, ensuring accuracy and adherence to deadlines, including accounts payable/receivable, bank transactions, payroll, and financial statement preparation
Manage and lead engagement teams, including offshore resources, to deliver high-quality service to each assigned client
Coordinate and execute month-end close procedures for clients, including review and approval of team members' work
Prepare for and participate in month-end close meetings, including financial statement analysis and client meetings
Produce monthly and annual financial statements and reporting for clients, presenting results to clients or governing bodies as necessary
Establish and maintain standardized accounting procedures and processes to streamline operations

Develop a deep understanding of each client's industry, business model, accounting operations, and financial management requirements
Identify and implement technology or process improvements to enhance efficiency and automation of client engagement workflow
Create engagement budgets and leverage technology and staffing to meet economic objectives, monitoring work progress against budgeted time and completion dates
Direct various levels of staff to ensure the achievement of project objectives, stepping in to assist directly when needed
Ensure quality control through the review of the client work performed by other service line leaders
Research and propose solutions to client issues, collaborating with Team Leads to address and resolve client concerns
Contribute to developing best practices, and effectively communicate with both team members and clients
Follow up with client communications, ensuring high levels of client satisfaction and addressing ad hoc inquiries and tasks
Participate in continuing professional education (CPE) and training sessions to maintain and enhance expertise
Attend business development events and meetings to foster growth and networking opportunities for the firm
Any other duty as needed to drive to the vison, fulfill the mission, and abide by the values of RKL Virtual Management Solutions

People Management and Relationships

Cultivate and strengthen client relationships by understanding their business goals, ensuring responsive communication, and consistently meeting or exceeding their service expectations
Lead client meetings with strategic focus, addressing critical financial matters, reviewing progress, and collaboratively setting goals to drive future success
Proactively seek and value client feedback to enhance service delivery and reinforce a trusting, respectful partnership
Promote a cooperative team atmosphere by offering support to colleagues, sharing knowledge, and aligning efforts to achieve collective objectives
Demonstrate respect and build trust with both team members and clients through transparent communication, reliability, and a commitment to ethical conduct
Take personal responsibility for the quality and timeliness of work, actively pursuing professional growth and being receptive to new ideas and constructive feedback

Business Growth

Demonstrate an understanding of RKL's business model, service lines, and competitive landscape
Leverage knowledge of client service capabilities to contribute to the firm's growth and client satisfaction
Stay informed on technological advancements and their potential impact on the firm's success and service delivery

Qualification

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Required Knowledge, Skills, and/or Ability

Strong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusions
Problem solving skills; ability to shift focus and adapt to changes
Proficiency with Microsoft Word, Excel and Outlook
Excellent organizational skills with a strong attention to detail
Ability to thrive and adapt in a fast paced environment
Excellent attention to detail with the ability to manage multiple project

Education, Experience and Certifications

Bachelor’s degree in Accounting, Finance or related field strongly preferred
Minimum of 10 years general accounting experience in a corporate setting required
CPA certification or other relevant certification a plus

Essential Functions

Must be able to remain in a stationary position as needed

The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
Ability to communicate in a professional manner and exchange information with internal and external actors as needed
Ability to lift/carry up to 20 pounds
Ability to work outside of normal business hours and weekends as needed
Ability to travel to local and non-local clients as needed, overnight travel may be required
This job description is subject to change at any time and employee will be given additional responsibilities as assigned

Salary Range:

$80,000 - $95,000

Required profile