Assistant Controller/Director of Finance

Cherry Bekaert•Austin, TX

3d•Hybrid

About The Position

An established $40M professional services firm in the Austin, TX area - recognized for its exceptional product, outstanding service, and highly personalized client experience - is seeking to add a Assistant Controller/Director of Finance to its growing team. This is a unique opportunity for the right candidate - someone who values a strong culture, an exceptional team, and long-term professional growth within a 100-person firm. This individual will be excited to join a collaborative, supportive environment and motivated to own the finance and accounting function for a thoughtful and steadily growing organization. The Assistant Controller/Director of Finance will embrace a leadership role within the Finance team and partner closely with leaders across the firm. The Assistant Controller/Director of Finance will lead all financial operations, including FP&A, budgeting and planning, accounting (from transactional processes through financial reporting), financial systems, and overall fiscal stewardship. In addition to overseeing accounting and reporting, this role will play a critical part in strengthening and enhancing financial processes that support the company’s continued flexibility and growth.

Requirements

10+ years' experience in accounting and finance
BS in Accounting or Finance
CPA or MBA preferred but not required
ERP training (NetSuite, QuickBooks, Sage Intacct or similar)
Proven ability to mentor and manage 1-2 staff members
Steadfast belief in servant leadership and customer service
Be able to support and rally around a founder-led company emphasizing cultural quality and endurance and team spirit
Ability to work through the mundane, execute stakeholder presentations ..... and keep the big picture in mind!
Someone who would like to plant true roots and grow with this group (VP, beyond)

Responsibilities

Prepare and present monthly financial reports including but not limited to monthly profit and loss by department/business unit/market, actual vs budget by department/business unit/market, balance sheet and cash flow.
Review and analyze monthly financial results.
Maintain monthly operating budget and annual company operating budget.
Ensure the proper function of all transactional and reporting systems, financial databases and financial software.
Review and ensure application of appropriate internal controls and financial procedures.
Lead the preparation and communication of monthly, quarterly and annual financial statements.
Lead the preparation and timely filing of all local, state and federal tax returns.
Lead the month-end close process.
Review all month-end closing activities including general ledger accounts, balance sheet accounts and overhead cost allocation.
Lead organizational audit effort with outside accounting firm.
Seek advice and maintain best practices around compliance with audit requirements, state, federal and local laws.
Assist team in performing reconciliations and journal entries for month end close as needed as well as preparing and filing monthly sales tax reporting
Communicate, engage and interact with Executive Team where financial topics are in play.
Serve as key transactional contact to banks, lending organizations, auditors, taxing authorities and industry trade partners.
Assess and evaluate financial performance of the organization with adherence to financial plans, forecasts, budgets and key performance indicators.
Manage and improved financial systems, software and solutions providing critical financial and operational information; Evaluate Finance Department processes and make suggestions for automating processes and increasing accuracy and efficiency.
Work with the CEO to establish yearly financial budgets and forecasts in advance of the budgetary period in time to provide adequate review and discussion.
Implement financial policies, procedures and processes as deemed appropriate by the Executive Team.