Parasol Alliance is looking for a Financial Controller to join our talented team! 

Responsibilities:

• Compliance and Reporting:
  • Ensure adherence to federal, state, and local legal requirements; file reports; advise management on necessary actions.
  • Complete monthly, quarterly, and annual compliance and regulatory filings, including tax depositions.
  • Oversee regulatory reporting, including tax planning and compliance.
• Financial Management:
  • Execute weekly financial tasks: accounts payable/receivable, billings & collections, and payroll backup.
  • Manage financial systems, including bookkeeping policies and procedures.
  • Maintain and balance subsidiary accounts and the general ledger; reconcile entries.
  • Manage the profit-loss statement and balance sheets.
  • Handle invoicing, client collections, and cash management.
• Budgeting and Forecasting:
  • Manage the production and monitoring of the annual budget and forecasts.
  • Assist with budget, forecasting, financial projections, client pricing, and mergers and acquisitions.
  • Guide strategic financial direction and evaluate business decisions against budget and strategic goals.
• Reporting and Analysis:
  • Manage monthly and annual close of income statement and balance sheet; perform reconciliations and G/L analysis.
  • Work with the accounting consultant to analyze and present monthly financial reports to the executive team and board.
  • Develop and monitor business performance metrics.
  • Responsible for financial metrics, trending, and reporting.
• Relationship Management:
  • Manage the relationship with the company’s financial advisor to ensure the portfolio and 401k program meet business objectives.
  • Oversee and manage business insurance accounts.
• Leadership and Collaboration:
  • Work closely with the leadership team to ensure company-wide finance operations meet all regulations.

Requirements:

• Experience:
  • Proven experience in financial management, accounting, or a similar role.
  • Experience with compliance and regulatory filings.
  • Experience in managing budgets, forecasts, and financial projections.
• Technical Skills:
  • Proficiency in accounting software and financial systems.
  • Strong knowledge of bookkeeping policies and procedures.
  • Advanced skills in Microsoft Excel and financial reporting tools.
• Analytical Skills:
  • Ability to analyze financial data and present insights to the executive team.
  • Strong problem-solving skills and attention to detail.
  • Experience in developing and monitoring business performance metrics.
• Communication and Interpersonal Skills:
  • Excellent communication skills for advising management and working with the leadership team.
  • Ability to manage relationships with financial advisors and consultants.
  • Strong client management skills for invoicing and collections.
• Organizational Skills:
  • Ability to manage multiple financial tasks and deadlines.
  • Strong organizational skills for maintaining subsidiary accounts and the general ledger.
  • Experience in overseeing regulatory reporting and compliance.
• Leadership and Strategic Thinking:
  • Ability to guide the strategic financial direction of the company.
  • Experience in evaluating business decisions against budget and strategic goals.
  • Leadership skills to work closely with the leadership team and ensure finance operations meet all regulations.
• Additional Requirements:
  • Supervise the Administrative Assistant responsible for supporting client billing and invoicing tasks.