Controller - Internal Finance

RKL•Lancaster, PA

5d•$120,000 - $140,000

About The Position

The Financial Controller’s core focus is to assist Firm leadership in making core business and financial decisions related to relationship management, strategy, forecasting and budgeting. They oversee the Firm’s financial planning and analysis function and are responsible for leading various initiatives to identifying areas of process improvement and increasing efficiencies, revenue generation and cost savings. The Financial Controller guides financial decisions by applying company policies and procedures to the Firm’s current economic landscape. Success Factors Responsibilities Responsible for managing treasury, accounts receivable, and credit functions and processes Oversee the Financial Planning & Analysis function, as well as the Sales & Operations Planning process Establish financial condition by preparing balance sheet, profit and loss, cash flow and supporting schedules in line with GAAP standards Assist in preparation of departmental budgets/forecasts and reviewing budgets to actual performance Implement processes, frameworks and systems that allow the Firm to capture and utilize timely and accurate data across the business to make better decisions Identify opportunities to enhance financial report and analysis using data and software tools Manage the consolidation of information from a variety of internal sources for forecast updates and detailed analysis for leadership within the organization Provide reporting related to profitability by service line, customers and industries, depicting financial implications of key business decisions Oversee workforce planning function and utilization/scheduling analysis and reporting Understand and highlight KPIs and drivers of change within the financial results and present findings to leadership Create what-if analyses to assess the impact of new business opportunities and long-term goals Set up tools and procedures to monitor and review business results with business and functional owners Contribute to overall department strategy and operating plans; assist in preparation of budget, planning and forecasting Support the CFO in the achievement of company-wide functional objectives Other duties as assigned People Management/Relationships Take initiative to be a team lead (proactively seek opportunities to help others) Treat everyone with respect Develop loyalty and trust within the team Successfully adapt to different personalities and working styles Proactively and effectively communicate information regarding status issues to team members Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; open to new ideas and suggestions Business Growth (if applicable) Possesses an understanding of RKL’s business (service lines, competitors) and client service capabilities and the impact of technology upon the firm’s growth and success 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.

Requirements

Excellent organization skills and strong attention to detail
Multitasker with the ability to prioritize work accordingly
Excellent verbal and written communication skills with strong client service focus
Strong analytical and interpersonal skills
Proven ability as a detail-oriented problem solver with the ability to prioritize, summarize and analyze data
Strong critical thinking abilities with an analytical and project management mindset
Ability to work autonomously under the pressure of tight deadlines and multiple priorities
Bachelor’s degree in Accounting, Finance or related field
10+ years’ experience within the Accounting function; with financial reporting and analysis knowledge
Strong US GAAP technical accounting knowledge with demonstrated ability to exercise sound judgement in the application of accounting standards
Demonstrated ability to analyze data and present likely outcome and determine impacted business areas
Experience in the adoption and use of new systems, from design to automation preferred
Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear
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 on site at client locations, stoop, kneel, crouch, push and pull
Vision abilities required include close vision, distance vision and the ability to adjust focus.
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 and events as needed, overnight travel may be required

Nice To Haves

Active CPA licensure preferred
Prior experience in a scheduling and workforce planning function preferred

Responsibilities

Responsible for managing treasury, accounts receivable, and credit functions and processes
Oversee the Financial Planning & Analysis function, as well as the Sales & Operations Planning process
Establish financial condition by preparing balance sheet, profit and loss, cash flow and supporting schedules in line with GAAP standards
Assist in preparation of departmental budgets/forecasts and reviewing budgets to actual performance
Implement processes, frameworks and systems that allow the Firm to capture and utilize timely and accurate data across the business to make better decisions
Identify opportunities to enhance financial report and analysis using data and software tools
Manage the consolidation of information from a variety of internal sources for forecast updates and detailed analysis for leadership within the organization
Provide reporting related to profitability by service line, customers and industries, depicting financial implications of key business decisions
Oversee workforce planning function and utilization/scheduling analysis and reporting
Understand and highlight KPIs and drivers of change within the financial results and present findings to leadership
Create what-if analyses to assess the impact of new business opportunities and long-term goals
Set up tools and procedures to monitor and review business results with business and functional owners
Contribute to overall department strategy and operating plans; assist in preparation of budget, planning and forecasting
Support the CFO in the achievement of company-wide functional objectives
Other duties as assigned
Take initiative to be a team lead (proactively seek opportunities to help others)
Treat everyone with respect
Develop loyalty and trust within the team
Successfully adapt to different personalities and working styles
Proactively and effectively communicate information regarding status issues to team members
Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; open to new ideas and suggestions
Possesses an understanding of RKL’s business (service lines, competitors) and client service capabilities and the impact of technology upon the firm’s growth and success