Controller

Financial Finesse is a US based financial wellness company trying to make the world a better place by advocating for and helping people achieve financial security. As the leading independent provider of unbiased financial wellness programs in the country, we provide personalized and innovative financial education and coaching to over 600 organizations and Fortune 1000 companies, reaching over 2.4 million individuals each year.

The Controller will report under the strategic direction of the CEO and the tactical direction of the operational director. This opportunity is ideal for someone with an independent, entrepreneurial spirit that appreciates a team-centric environment of a mission-driven business, and is looking to make a meaningful contribution with a long term career path. The best candidate will embody the spirit of financial wellness to drive effective financial and strategic decision making for the business. The career is what you make of it.

In this newly created role, the Controller will partner with the CEO and department leaders in strategic planning, effectively interpret and communicate data, and manage all day to day financial functions. The individual in the role will be responsible for finding opportunities to cut costs, enhance efficiencies, and plan for the future, while managing cash flows, projections, and reporting

• Financial Planning & Analysis:

  • Budgeting and Projections
  • Financial Statements and Valuations

• Bookkeeping:

  • Accounts Payable / Accounts Receivable
  • Cash Flow Management
  • Maintaining General Ledgers

• Employee Financials:

  • Employee Payroll
  • Expense Management

• Projects:

  • Cost-Benefit Analyses
  • Systems and Infrastructure
  • Best Practices Standards
  • Vendor Contracts

• The Resources:

  • We currently use systems such as Quickbooks, Intuit, Bill.com, Nexonia, and of course, Excel. While these systems have worked for us, we also respect the Controller’s expertise in understanding both our business and the most effective resources and tools -- our philosophy is to build efficiencies in the areas that can be automated to free up our time and minds to think creatively and drive the business forward.
  • We also have a team with CPAs, Financial Planners, former investment bankers, and excel aficionados to tap the minds of.

• The ideal candidate is well-rounded, resourceful, has common sense in decision making, is responsible and organized, and upholds the highest standards of integrity in all that they do.

• Mission-Driven – industry background is not required, but having an appreciation for the value of being part of an organization having a positive social impact is a necessity

• Strategic decision maker – can assess goals, risks, and rewards, and will leverage knowledge to apply the spirit of the law in effective business decision making
• Real, humble, and transparent, and can find humor in everyday situations
• Can thrive in ambiguity and see opportunities over obstacles
• Self-directed and proactive, with a demonstrated ability to manage multiple projects simultaneously
• Through creative problem solving and effective simplicity, constantly look to create meaningful results
• Tremendous integrity and loyalty, along with strong intrinsic motivation and sense of ownership
• Able to properly give constructive criticism and take it as well
• Experience working in a small, growing company, with a preference for entrepreneurial environments preferred
• Bachelor’s degree in Accounting or Finance (preferred) with a minimum of 7-10 years of related professional experience
• Knowledge of US GAAP Accounting
• CPA and/or MBA is a plus