Hands on executive handling the day to day finance and accounting needs of this finance industry professional services firm. This role encompasses handling, oversight and strategy related to the finance, accounting, payroll, tax, and audit needs of the organization.

* Plan, direct, and coordinate all purchasing, accounting payable, and general accounting functions* Oversee day-to-day operation of the finance and accounting department* Prepare financial reports for investment and capital expenditure decisions* Review and prepare reports for contract negotiations* Establish short and long-term financial goals for the budget* Oversight of the annual operating and capital expenditure budget process* Assist with financial audits* Oversee all financial systems, including monthly financial close processes, daily cash management, and audit processes and controls* Oversee the development and execution of policies, procedures and systems that establish and maintain the integrity and accuracy of the organizations financial data* Establish policies and procedures to ensure compliance with evolving state and federal laws and regulations* Assess current accounting operations, offering recommendations for improvement and implementation of new processes* Oversee the preparation of reports which summarize and forecast the business activity and financial position in areas of revenues and expenses* Oversee regulatory reporting* Hiring, training, and retention of competent financial staff* Other duties as assigned by the CEO/President

* Provide overall direction and guidance for trust operations* Implement processes to ensure attainment of company's goals and objectives* Create efficiences and improve procedures to generate higher ROI and optimize workflow* Strategic consulting, including business and sales strategies and goals* Manage trust relationships with partners, carriers, and trustees* Negotiate annual renewals with vendors, carriers, and partners* Mentor and guide trust administration staff* Lead broker and client meetings and seminars* Manage financial statements processes and procedures* Website and database management and development

* Manage entire work cycle of trust accounting department, including financial statement preparation, month-end close, and commission processing* Implement automated accounting and commissioning system* Establish accounting department policies and procedures* Implement best practice solutions for growing department* Manage trust staff* Business analysis* Trust analytics and benchmarking * Trust administration support including policy and procedure review, contract filing, and strategic planning * Carrier negotiations* Operations management support for customer call center

* Prepare individual, corporate, and estate tax returns* Manage tax and accounting staff* Create and implement a paperless tax office* Review personal and S-corporation tax returns prepared by peers * Manage, review, and prepare monthly client write-up (bookkeeping)* Multi-State/Multi-Company Payroll* Prepare monthly, quarterly, and annual payroll and federal tax filiings* Prepare and file annual client W-2's, W-4's, and 1099's

* Prepare and facilitate IT audit programs* Automate internal audit department (Software and Hardware)* Create and analyze audit benchmarking metrics* Prepare and facilitte annual budgeting and forecasting models for internal audit* Asssit with financial audits* Create SQL based databases for audit and IT departments* Analyze needs of internal business partners and provide solutions and strategic planning* Supervise staff (operations and audit)* Prepare tax workpapers* Prepare multi-state tax coupons and filing forms