JOB TITLE: Controller

FLSA STATUS: Exempt

REPORTS TO: Director of Finance

LOCATION: Kansas City, MO Office (hybrid work environment)

POSITION SUMMARY

The Controller is an exempt, full time position based in our Kansas City, MO office. This position is responsible for financial reporting and analysis and works closely with the Firm’s Director of Finance and Chief Financial & Administrative Officer on all aspects of Firm financial management. This role is responsible for implementing internal control policies and procedures for all financial activities.

POSITION RESPONSIBILITIES

• Reviews monthly financial statements, reports and partner site upload reports
• Oversees the preparation of periodic financial statements, activity reports, financial forecasts, and annual budgets
• Coordinates the company’s financial planning, budgeting, and investment activities
• Reviews analytical evaluations over financial statement fluctuations on a monthly and annual basis
• Reviews financial details from past, present, and forecasted operations; identifies development opportunities and improvements that can be made
• Provides management with short- and long-term financial objectives and policies
• Provides financial analysis with an emphasis on capital investments, pricing decisions, and contract negotiations
• Identifies and implements accounting process and policy opportunities
• Safeguard the Firm’s assets and oversee and maintain robust internal controls
• Work closely with the Firm’s Director of Finance in assisting our outside CPA firm with the Firm’s tax returns and annual compiled financial statements
• Key liaison with external CPA firm on internal controls reviews and testing; Timely remediates as needed
• Manage GL, Revenue, AP and Cash teams, developing talent in managers and staff
• Business partners with the marketing team on industry surveys
• Maintains banking relationships
• Supports firm mergers and acquisitions as needed including pre-deal due diligence and post-acquisition support and integration
• Maintains knowledge of organizational procedures, federal and state regulations, and accounting standards
• Performs other related duties as assigned.

QUALIFICATIONS/SKILLS

• Bachelor’s degree or higher in accounting required
• CPA preferred
• 8-10 years of progressive accounting experience including prior experience working in both public accounting and controllership roles
• Outstanding interpersonal and client service skills
• Exceptional attention to detail
• Excellent collaboration skills and the ability to work well across departments and geographies
• Proven track record of consistently meeting deadlines
• Maintain strict confidentiality and integrity standards
• Position requires the ability to thoughtfully and positively influence, lead, and manage change

• 
  Position is generally sedentary in nature; involves sitting most of the time but may involve the need for inter-office mobility for brief periods of time.
• Ability to efficiently communicate.
• Ability to perform repetitive motions required.
• Ability to see and read PC screens, detect color coding, read fine print, and/or normal type size print.

DISCLAIMER

The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required of personnel so classified.