Corporate Controller
CurrentInnovative business leader responsible for core accounting processes of a family owned private equity firm and managing central services for multiple portfolio companies. Strong organizational skills in a fast-paced environment with expertise in financial reporting & treasury management for multiple entities and welfare benefit plans. • Cash Management | Banking Relationships | QuickBooks Enterprise • Internal Controls | Property Management | Non-Profit Accounting • Welfare Benefit Plans | Human Resources | Training & Development • DB & DC Plans | Lean Office Training | Special Team Projects • Financial statement preparation, review and analysis for multiple companies. • Manage banking relationships and facilitate treasury management functions.• Implement QuickBooks accounting software and train personnel.• Manage bank loans and shareholder loans for portfolio companies.• Supervise accounts receivable, accounts payable and payroll transactions.• Prepare AJE’s and year end financials for multiple tax returns for external accountants.• Process monthly donations and prepare year end financials for non-profit foundations.• Develop and implement accounting procedures and internal controls. • Coordinate welfare benefit plans, including health insurance and all ancillary plans.• Plan Administrator for multiple 401(k) Plans, process contributions, approve plan document changes, oversee plan compliance and audit requirements with TPA firms and auditors. • Plan Administrator for multiple pension plans: Coordinate with actuaries on PBGC filings, PBGC premium payments and processing quarterly and annual plan contributions. • Prepare and/or review bank reconciliations for high volume of business and personal accounts.• Prepare quarterly and annual tax filings as required.
