Job Description

Job Description

Job Description

Controller

Job Description and Ad

Company Overview

At Llum dba Plumb, we are on a continuous journey to go above and beyond for our clients. We focus on the numbers so our clients can focus on growing their business- helping them save time and gain clarity while remaining in control. We pride ourselves on providing financial peace of mind- and the attention to detail and customer service that comes along with it.

These values are reflected in our 13 Principles (-plumb/) the core of who we are and continuously strive to be. Who we are (as individuals and members of the Plumb community) is consistently reflected in what we do . If you are committed to constant improvement and embrace a similar mindset, we encourage you to read on.

Job Description – essential functions/core

At Llum dba Plumb, our Controllers are resourceful problem solvers and strategic , business-minded professionals who thrive working with a variety of clients and industries. Controllers are critical thinkers and are calm under pressure : they view client engagements more like chess (strategy and long-term moves) than checkers. Specific examples of a typical day/week are as follows:

• Client Management – Understand the metrics of a successful, engaged team that works efficiently and effectively to provide services to our clients. Be proactive and prepared.
  • Consult all assigned clients for budgets, forecasts, and broader knowledge of financial operations. Onboard new client and manage expectations.
  • Review and analyze Client’s Monthly Financial Reports, Budgets, Tax Organizers, and special projects for accuracy with expediency.
  • Proactively identify client needs ensuring client expectations are exceeded on a consistent basis. Conduct on-going process improvement and appropriate follow-up activities to guarantee issue resolution.

• Team Development – Make sure your teams are engaged, trained, capable and providing the best customer service to your client base.
  • Prioritize team workload, keeping utilization metrics consistent with set goals.
  • Set SMART Goals for team members in alignment with individual needs to ensure professional growth and success within our Plumb community.
  • Provide mentorship, technical training, and work with our Training & Development Manager to support the evolving needs of your team.

• Resource Management – Manage expectations through detailed project management.
  • Coordinate advisor activities by providing information to CPA, bankers, attorneys, regarding taxes, legal issues and insurance.
  • Ensure division financial objectives are met or exceeded by forecasting requirements, preparing annual budgets, scheduling expenditures, analyzing variances, and initiating corrective action.
  • From onboarding new clients to ensuring issues are resolved with urgency, Controllers are experts at seeing beyond the numbers, providing information and solutions to the client in a concise and professional manner.

Job Description – future/bigger picture

Controllers are experts at balancing detailed projects and tight deadlines. Controllers analyze challenges and devise out-of-the-box solutions. Some areas where this position can contribute are as follows:

• Business Mindset - Run your team like you would a business unit. Understand how to evaluate processes, how to shift gears, find solutions to challenges, and ensure profitability. Within the first 6 months, lead and manage at minimum 20+ client relationships at one time while overseeing 1 accounting manager and 3-5 client associates. Be highly utilized, billing at 90% or higher to clients.
• From Manager to Leader- Train, develop and coach staff. Assist in career mapping and personalized training plans to help motivate and foster your team’s success.
• Process Improvement – Develop and implement policies and procedures that keep the team motivated, productive, and highly utilized.
• Manage Expectations - Be able to customize the client experience to meet their specific goals and needs. Ensure division financial objectives are met or exceeded by forecasting requirements, preparing annual budgets, scheduling expenditures, and analyzing. Set clear objectives and manage expectations through proactive communication, thorough financial analysis, and problem solving.
• Think Plumb - Bring new ideas to the table that add value to our Plumb community: focus on responsive solutions that help manage client and team expectations. Model Plumb Principles in action to staff and instill these principles into your team.

Software Skills

The following software systems are used frequently, and extensive experience is preferred:

• Sage 300/100/50/Intacct
• NetSuite
• QuickBooks

Skillsets and Recommended Requirements

We are looking for a candidate who can handle the managerial aspects of getting the job done while streamlining processes to ensure profitability and the growth of your team going forward. Here are the primary skillsets and characteristics a successful candidate will possess:

• Bachelor’s degree in accounting or finance required.
• Accounting experience in construction and law firms highly preferred.
• 4+ years’ experience as a controller, 2+ years’ experience supervising a team of 3 or more accounting professionals.
• Organized, detail-oriented, and ability to be a task master if/when necessary.
• Very good communication skills (written and verbal) and presentation skills.
• Experience working on multiple projects simultaneously and supporting remote teams.
• Expert GAAP knowledge.
• 2+ years’ experience interacting with executive teams or business owners is preferred.
• Intermediate to advanced computer skills working with various office equipment, computers and programs including databases, Word, Outlook, PowerPoint, and Excel.

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