Record Retention Supervisor

Purpose:

The fundamental role of the Controller will be to handle all corporate accounting across 6 entities in a timely manner.  This is a very hands-on role and will require a quick monthly close with all reconciliations and revenue reports.

Duties & Responsibilities:

• Review the monthly P&L to ensure accuracy of expenses and all invoice billing, COGS, and profit margins per unit.
• Ownership of all Month end workpapers for companies directly handling the GL and close process.
• Work with Subsidiary Texas companies and other future subs on the Closing Timeline and Workpaper standards to ensure accurate reporting.
• Prepare the Consolidating Financials using GAAP standards and prepare key MDA Metric reporting schedules.
• Collaborate with almost all aspects of the business, with primary goals of ensuing accurate financial reporting, and helping the organization hit its financial goals.
• Prepares, review and analyze business activity repots, financial forecast, and annual budgets.
• Drives the production of periodic financial reports; ensures the reported results comply with generally accepted accounting principles or financial reporting standards
• Reviews the monthly P&L to ensure accuracy of expenses and all invoice billing COGS and profit margins per unit
• Performs monthly reconciliation of balance sheet accounts and bank reconciliations across multiple companies.
• Hire staff and maintain an accounting team and assign key functions of the GL and Closing process.
• Own and Drive the Budget process with direction from the VP of Finance
• Oversees the completion of ledger accounts and financial statements.
• Evaluates and makes appropriate improvements to internal accounting processes ensuring that practices are in line with the overall goals of the organization.
• Provides financial projections by coordinating budget/forecast preparation; collecting, analyzing, and consolidating financial information; advising departments on the collection and analysis of data.
• Ownership of monthly close process with agreed upon key metrics.
• Oversee and manage monthly financials – Balance Sheet, Income Statement, Cash Flow
• Responsible for inventory management and inventory counts/audits
• Performs other duties as assigned.

Skills & Abilities:

• Strong knowledge of Generally Accepted Accounting Principles and Proper Applications
• Extensive experience in month-end close from GL level all the way through Final Financial Statements including Consolidation of Interco Sales and Transactions
• Ability to create workpapers in a clear, concise manner and execute a quick month-end workpaper package that supports the month-end financials for the combined group.
• Ability to analyze data and work with large data sets in Excel.
• Critical thinking skills
• Accounting organizational skills that in include strong GL expertise and GAAP treatment of GL entries.
• Strong analytical thinker, excellent communication skills, strong interpersonal skills; ability to effectively lead and interact with multiple departments.
• Excellent attention to detail
• Self-motivated ensuing closes it done on time each month.
• Strong verbal and written communication
• Ability to work in a team environment or independently as needed.
• Experience with Microsoft programs.
• Strong knowledge of Excel a must
• Good knowledge of QuickBooks and/or other accounting software
• Ability to documents work with legible handwriting.
• Ability to anticipate and solve problems.
• Ability to meet deadlines

Education & Experience:

• Bachelor’s degree in Accounting, Finance or Business Management required.
• CPA or MBA strongly preferred.
• 5-15 years of progressive experience
• Ability to Manager a professional Accounting staff from hiring to full integration.
• Previous work experience as Accounting Manager or Controller with Public Accounting highly preferred
• Experience with Oracle NetSuite very helpful to assist with our transition to NetSuite within 12 to 18 months
• Experience in QuickBooks useful