controller in tampa

posted
contact
nick wilkins, tatum executive services
job type
permanent
salary
US$ 75,000 - US$ 80,000 per year
apply now

job details

posted
location
tampa, florida
job category
Accounting & Auditing
job type
permanent
working hours
9 to 5
salary
US$ 75,000 - US$ 80,000 per year
experience
7 Years
reference number
498962
contact
nick wilkins, tatum executive services
phone
312-499-4365

job description

job summary:

Tatum's client, a financially strong, fast growing, independent investment consulting firm with a collegial and entrepreneurial culture is seeking a Controller to oversee the accounting of the firm, and to prepare reports and provide bill payment for select clients.This is a fantastic opportunity to join a fast-paced, quickly evolving company to be an instrumental member of the team in promoting company growth and vision in a booming industry!

 
location: Tampa, Florida
job type: Permanent
salary: $75,000 - 80,000 per year
work hours: 9 to 5
education: Bachelor's degree
experience: 7 Years
 
responsibilities:

General responsibilities

  • Provide financial accounting, oversight, and billing for the firm:
    • Provide accurate financial statements that are useful to firm leadership;
    • Maintain integrity and control of financial statements;
    • Provide timely one-off reports to leadership;
    • Create analysis to forecast and track financial performance and key metrics;
    • Deliver financial reporting and analysis including revenue, balance sheet, funding and liquidity to management;
    • Prepare, distribute, and monitor bill payment;
    • Lead client billing process, invoices, and accounts receivable management;
    • Develop relationships with management, auditors, accountants, and other partners; and
    • Support business growth through providing accounting expertise.
  • Provide compliance support for the firm:
    • Monitor and execute compliance program including monthly checklists, annual compliance review, ad hoc compliance memos, and ADV generation
  • Provide financial accounting and bill payment for select clients:
    • Create accurate and detailed reports to illustrate household spending;
    • Prepare personal financial statements; and
    • Provide billing support and management.
  • Communicate with clients, colleagues, and vendors on a periodic basis by phone, email and other means in a professional, polite, and effective manner.
  • Utilize various software and online tools to complete tasks and gather information for clients and colleagues.
  • Lean in and care about clients and colleagues such that anticipating and seeking solutions for their needs and concerns is second nature.
 
qualifications:

Job Requirements

  • Bachelor's degree with three or more years of working experience
  • CPA or master in accounting preferred
  • Detail oriented and dependable
  • Demonstrated ability to handle multiple tasks
  • Strong verbal and written communication abilities
  • Effective time management, organizational, and analytical skills
  • A problem solver with proficiency in gathering and analyzing data, and preparing reports
  • A team player with strong interpersonal skills and a positive attitude
  • Advanced skills in QuickBooks, Excel, and database management software
  • Experience in the financial services industry preferred
  • Interest in the economy and capital markets preferred

We are interested in speaking with you about this opportunity. To be considered, please reach out to Nick Wilkins (nick.wilkins@tatum-us.com) at Tatum.

 
skills: $2 billion+

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

skills

$2 billion+

qualification

Job Requirements

  • Bachelor’s degree with three or more years of working experience
  • CPA or master in accounting preferred
  • Detail oriented and dependable
  • Demonstrated ability to handle multiple tasks
  • Strong verbal and written communication abilities
  • Effective time management, organizational, and analytical skills
  • A problem solver with proficiency in gathering and analyzing data, and preparing reports
  • A team player with strong interpersonal skills and a positive attitude
  • Advanced skills in QuickBooks, Excel, and database management software
  • Experience in the financial services industry preferred
  • Interest in the economy and capital markets preferred

We are interested in speaking with you about this opportunity. To be considered, please reach out to Nick Wilkins (nick.wilkins@tatum-us.com) at Tatum.

 

responsibilities

General responsibilities

  • Provide financial accounting, oversight, and billing for the firm:
    • Provide accurate financial statements that are useful to firm leadership;
    • Maintain integrity and control of financial statements;
    • Provide timely one-off reports to leadership;
    • Create analysis to forecast and track financial performance and key metrics;
    • Deliver financial reporting and analysis including revenue, balance sheet, funding and liquidity to management;
    • Prepare, distribute, and monitor bill payment;
    • Lead client billing process, invoices, and accounts receivable management;
    • Develop relationships with management, auditors, accountants, and other partners; and
    • Support business growth through providing accounting expertise.
  • Provide compliance support for the firm:
    • Monitor and execute compliance program including monthly checklists, annual compliance review, ad hoc compliance memos, and ADV generation
  • Provide financial accounting and bill payment for select clients:
    • Create accurate and detailed reports to illustrate household spending;
    • Prepare personal financial statements; and
    • Provide billing support and management.
  • Communicate with clients, colleagues, and vendors on a periodic basis by phone, email and other means in a professional, polite, and effective manner.
  • Utilize various software and online tools to complete tasks and gather information for clients and colleagues.
  • Lean in and care about clients and colleagues such that anticipating and seeking solutions for their needs and concerns is second nature.

educational requirements

Bachelor's degree