The Controller is responsible for managing the ongoing financial operations of the Firm. This position will be in-office every day, with the possible option of one remote day per week in the future.
Responsibilities
- Oversee all financial activities and reporting for the firm, including budgeting, forecasting, and financial analysis
- Prepare monthly and annual financial statements, including monthly reports for origination, billable hours, cash receipts, etc.
- Monthly preparation of Partnership distributions
- Ensure the accuracy and integrity of the firm’s financial records and reports
- Payroll preparation and processing, including PTO updates and balance tracking
- 401K contribution processing and transmissions
- Management of the IOLTA account
- Bank reconciliations
- Credit card reconciliations and receipt verification
- Complete vendor requests for enrollment in their systems
- Onboarding new employees into payroll, health insurance and other benefits
- Accounts payable and accounts receivable, including posting payments and collections
- Business license tracking and renewals
- Attorney license tracking and renewals
- Monthly preparation of draft bills with the assistance of the Billing Coordinators
- Tracking of budgets related to firm projects
- Providing financial analysis and details as requested to Partners and in Partnership meetings
- Work in coordination with firm CPA for finalizing all year end reports for tax preparation
- Assist with annual application and renewals of insurance policies
- Assist with vendor relationships and renewals of office equipment contracts.
- All other duties as assigned by supervisor or Partners
Qualifications/Skills and Experience
- Bachelor’s Degree in Accounting or related field, Master’s Degree in related field preferred
- 5?7 years of experience in legal accounting and administration
- Strong technology skills in accounting software, preferably in Tabs or other legal billing software
- Knowledge of electronic billing platforms
- Excellent attention to details as well as analytical, organizational and problem-solving skills
- Strong technology skills using Microsoft Office, expert level Excel skills
- Experience working in a paperless environment preferred
- Strong interpersonal and relationship building skills
- Team player with a positive “can?do” approach
- A general and growing knowledge of Firm products and services in the practice area
- Project and time management skills
- The ability to handle stress and manage multiple priorities