Controller, Financial Services

Position Objective, Typical Duties and Responsibilities
World Investment Advisors is looking to add a vibrant accounting professional to our roster. The candidate should be a self-starting, tech savvy professional who is comfortable managing a general ledger and subledgers while also possessing the ability to provide excellent customer service to our management team and advisors.
What we want:

• Strong accounting background (Don’t be green. This is a senior position).
• Ability to handle a month-end close that is audit-proof.
• Self-starter who can manage multiple deadlines and run points on new projects.

What we offer:

• Great Salary and bonus incentives.
• Full benefits package (Medical, Dental, Vision, Life, Retirement Match, FSA).
• Flexible schedule and work environment.
• Awesome team environment!

Summary:
 

The Controller plays a vital role in the day-to-day management of accounting cycles by overseeing all activities involved in maintaining the general ledger, revenue recognition, expenditures, assets and liabilities. This position is expected to take a role in the working with the accounting team in completing the processes and tasks required to ensure timely, successful completion of month-end close, completeness and accuracy of financial reports, and adherence to procedures and internal controls, among other duties. Excellent time management, critical thinking, multi-tasking, attention to detail, and diligence to ensure timely completion of tasks are some of the skills required for success in this position. This position reports to the CFO of World Investment Advisors.
Responsibilities include, but are not limited to:

• Manage all accounting processes from implementation and reviews.
• Oversight of A/P cycle completeness, ensuring timely payments to vendors, assisting in vendor dispute resolution when escalated, and ensuring the overall relationship with vendors are in good standing.
• Oversight of 1099 preparation at year-end.
• Verification of A/R cycle completeness, ensuring timely completion and submittal of invoices, regular payment collection, and that overall relationship with clients’ customers remains in good standing.
• Management of cash balances, ensuring cash on hand is appropriate for upcoming financial commitments (i.e. A/P, payroll, etc.) and anticipating short- and long-term cash needs.
• Prepares reports which summarize and forecast company business activity and financial position based on past, present, and expected operations. 
• Directs preparation of budgets and reviews budget proposals. 
• Provides management with reviews of the organization's financial status and progress in its various initiatives. 
• Coordinates information for audits of company's accounts, drafting audit schedules, and financial statements 
• Prepares and/or reviews reports required by regulatory agencies, tax returns, etc. 
• Analyzing financial data including reviewing and correcting potential errors in the entries into the company’s software platform, to ensure the accuracy of financial reports. 
• Ensuring team compliance with GAAP, internal control processes, and segregation of duties.
• Other projects and tasks as assigned.

Skills Requirements:

• Strong accounting background (experience and education) with solid knowledge and understanding of GAAP accounting.
• Excellent verbal and written communication skills, as well as a professional demeanor, are required.
• Ability to multi-task and manage time efficiently and effectively to meet critical and aggressive internal and external deadlines.
• M&A and acquisition accounting experience is highly preferred.
• Great attention to detail, problem-solving and critical thinking skills.
• Able to work independently, as well as collaboratively to achieve individual and team goals.
• Proactive and self-motivated attitude with the drive to take ownership of responsibilities assigned.
• Did we mention the attention to detail?

Experience Requirements:

• Familiarity with advanced accounting software.
• Experience in GL management
• Knowledge of tax law, current GAAP requirements, audit standards
• Advanced user of Microsoft Excel. 
• 7-10 years (minimum) relevant accounting experience.
• Experience with M&A/acquisition accounting.
• Experience in Netsuite or similar financial software.
• API Software familiarity (Boomi, Workato, etc.) a plus

Education Requirements:

• Bachelor’s degree in accounting or finance (minimum)

Equal Employment Opportunity

At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.