Fort Pitt Capital Group – an independent Registered Investment Advisor (RIA) – is currently seeking an experienced Controller to join our team. As Controller, you’ll oversee all financial operations and accounting functions at Fort Pitt, ensuring accuracy and timelines in financial reporting while driving initiatives to enhance efficiency and streamline processes. Your responsibilities extend to developing and implementing financial strategies, budgets, and forecasts to support business objectives. Collaborating closely with departmental leaders, you’ll provide insightful financial analysis to guide decision-making. Ultimately, your role as Controller is crucial in ensuring Fort Pitt’s financial integrity and guiding strategic financial decision-making.
What You’ll Do
- Lead and oversee the accounting department
- Prepare and analyze financial information in accordance with GAAP standards
- Collaborate with other department leaders to provide financial insights and support decision-making processes
- Review and improve workflows in accounting systems to enhance departmental efficiency
- Develop standard operating procedures (SOPs) for accounting policies and procedures
- Prepare and present monthly and quarterly financial packets and statements for presentation to Executive Leadership
- Conduct monthly bank reconciliations for payroll accounts and collaborate with HR to address payroll-related financial matters
- Coordinate with external accounting firms for tax preparation and reporting
Ideal Candidate Attributes
- Attention to Communication: The ability to ensure that information is passed on to others who should be kept informed
- Initiative: Identifying what needs to be done and doing it before being asked or before the situation requires it
- Thoroughness: Ensuring that one’s own and others’ work and information are complete and accurate; carefully preparing for meetings and presentations; following up with others to ensure that agreements and commitments have been fulfilled
- Communication Skills:
- Verbal: Clearly expresses ideas in conversations and interactions
- Written: Articulates thoughts effectively in business writing
- Results Orientation: The ability to focus on the desired result of one’s own or one’s unit’s work, setting challenging goals, focusing effort on the goals, and meeting or exceeding them
- Building Collaborative Relationships: The ability to develop, maintain, and strengthen partnerships with others inside or outside the organization who can provide information, assistance, and support
- Customer Orientation: The ability to demonstrate concern for satisfying one’s external and/or internal customers
- Developing Others: The ability to delegate responsibility and to work with others and coach them to develop their capabilities
Experience Requirements
- Bachelor’s degree in finance, accounting, business, or related field is required
- A minimum of five (5) years of relevant work experience managing accounting and financial operations is required for this position
- Ten (10) years of relevant work experience is strongly preferred
- Prior management experience is strongly preferred for this position
Other Requirements
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, and Outlook)
- Experience using MS Dynamics GP Accounting Software is required
- Exposure to ADP software is preferred
- Exposure to Concur software is preferred
- Exposure to Orion software is preferred
About The Job
- 100% in-office work environment
- Green Tree, PA location (Foster Plaza)
- Reports to the Chief Administrative Officer
- This position has supervisory responsibilities
- Finance & Accounting team (Staff Accountants)
- Regular Full-Time (40 hours per week)
- Exempt/No Overtime
- Work Schedule is Monday – Friday, 8:30 AM – 5:00 PM
- Occasional evening and weekend work may be required as job duties demand
- Little to no travel is expected for this position
- Competitive base salary
Fort Pitt offers its eligible employees a comprehensive and competitive total rewards package, including:
- Medical/Prescription, Vision, and Dental Insurance
- Depending on plan selected, Fort Pitt will pay 100% of the cost of employee-only coverage
- Health Savings Account (HSA) or a healthcare Flexible Spending Account (FSA)
- 401(k) Profit Sharing Plan
- 12 Paid Holidays
- 4 weeks of Paid Time Off (PTO), prorated during first year of employment
About The Firm
Fort Pitt is a trusted fiduciary investment advisory firm with offices in the Greater Pittsburgh and Central PA regions. Our mission is to lead every client to financial security by providing exceptional client service and advice with our customized, in-house portfolio management. Since our inception in 1995, we have focused on continued growth, and as a well-established and highly respected firm, and we are regularly featured in CNBC, Forbes, Barron's, Financial Advisor, Harrisburg Magazine, and Pittsburgh Business Times.
Fort Pitt Capital Group, LLC is an Equal Opportunity Employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
What We Do
Fort Pitt Capital Group is an independent, fee-only investment management firm that provides solutions-based portfolio management and consulting. We manage these two aspects of our business separately – a characteristic that sets us apart from our peers. We prefer that our financial advisors focus on our clients’ needs so our investment managers can devote themselves entirely to implementation of our firm’s value-conscious investment philosophy.
Our depth and breadth of experience is one of our greatest strengths. Our founding partners have been working together since 1991, through shifting market environments and consumer moods. All the while, our philosophy has remained steadfast: Preserve capital while maximizing growth and income.
Talk with an advisor by calling (816) 482-3773.