Controller

Requires Ability To:

• Work with minimal supervision
  
• Multi-task
  
• Manage time well
  
• Work a flexible schedule
  
• Work effectively with Plan counsel, consultants, and actuaries
  

Qualifications:

• 5-10+ years of progressively responsible experience including positions as a Sr. Accountant, Asst. Controller or Controller strongly preferred
  
• Bachelor’s degree in Accounting from an accredited four year university or college
  
• CPA, CMA, or equivalent certifications a plus
  
• Strong communication skills, a positive attitude and professional demeanor
  
• Knowledge of Microsoft Excel required
  
• Knowledge of or ability to learn Funds/accounting software (Sage 100)
  
• Familiarity with ERISA, Pension and Health Benefits
  
• Strong work ethic and attention to detail
  

Specific Tasks Include (but are not limited to):

• Ensure accurate, timely and consistent accounting and financial reporting across the Funds
  
• Prepare monthly, quarterly, and annual financial statements and other presentations as necessary for the Board of Trustees, identifying and explaining variances and important trends
  
• Prepare audit work papers on an annual basis and work directly with auditors each year
  
• Prepare monthly journal entries and reconciliations for balance sheet accounts
  
• Monitor operations and financial condition of the Funds on a continuous basis
  
• Have final accountability for timely and accurate preparation and filing of tax returns
  
• Establish and maintain comprehensive internal controls to ensure compliance with all laws, rules and generally accepted accounting principles
  
• Establish accountability, policies and procedures and performance measurements for the prudent administration of the Funds
  
• Oversee audits by regulatory agencies and other external entities
  
• Remain current on benefit plan audit best practices and state and federal laws regarding benefit plan operations and tax requirements
  
• Ensure the proper maintenance of all financial systems and programs
  
• Mentor and develop an effective support staff person through training, problem resolution and performance evaluation
  
• Perform as main backup for support staff person