Financial Controller

My Financial Partner is a subsidiary of Teamshares (a national, for-profit company helping American small businesses become employee owned. We bring the resources of big business to small business, starting with stock ownership). My Financial Partner (MFP) supports these multiple network companies with a team of experienced accounting professionals, delivering fractional accounting resources. Join our team and play a crucial role in driving financial success for our network companies!

Position

As a Controller at MFP, you'll provide high-quality financial management for a subset of Teamshares network companies. You'll partner with company presidents and employee-owners to ensure robust financial oversight and identify profit improvement opportunities. This hands-on role requires active involvement in the financial operations of small to medium-sized businesses.

Key Responsibilities

Lead accounting operations, including AP/AR, GL, inventory accounting, and revenue recognition

Serve as a strategic advisor to company presidents, overseeing accounting and finance functions

Evaluate and implement financial tools and systems, developing key business metrics

Collaborate on financial budgets, forecasts, and strategic projects

Develop internal control policies and document business processes

Perform risk management activities

Oversee treasury and cash management functions

Support HR and payroll management

Duties

Oversee month-end and year-end close process

Perform balance sheet reconciliations (cash, credit card, A/R, A/P, etc.)

Record fixed assets and depreciation

Record and amortize prepaid expenses

Calculate and record payroll/bonus accruals

Calculate and record revenue/expense accruals as needed

Review income statement accounts for classification and cutoff

Submit TB, variance analysis, and monthly close checklist to OneStream

Develop and maintain 13-week cash flow forecast to identify potential cash flow issues and propose solutions

Book deferred revenue entries and reversals in the accounting system

Review and book income tax entries from Teamshares

Review trial balance regularly and make adjustments

Provide support for quarterly sales tax returns

Make year-end adjustments and prepare worksheets

Assist with inventory adjustments associated with annual physical count

Oversee lead bookkeeping/other related finance functions

Prepare 1099s

Work closely with the company President to prepare a financial forecast for the annual and quarterly strategic planning process

Deliver key financial metrics, identify trends, and provide insights on business performance

Requirements

Bachelor’s degree in business, accounting, or related field (CPA preferred)

10+ years of professional accounting experience

Experience in small to medium sized business accounting

Experience working for a mid-market accounting firm helpful

Experience working in a start-up environment strongly preferred

Experience with inventory preferred

Experience in operational finance and inventory issues with exposure to both financial and tax (reporting) accounting

Proficiency in QuickBooks Online and POS systems

Working knowledge of US GAAP

Advanced project-management and problem-solving skills

Adaptable, proactive attitude with willingness to “roll up your sleeves”

Tech savvy individual that can problem solve in a remote environment required

This position is remote, occasional travel may be required

Benefits

Medical, Dental, Vision, FSA/HSA

100% paid for employee (and dependents on most plans)

15 days of vacation time to keep you balanced, rested and recharged and paid time off for 12 holidays, 5 sick days, and one floating holiday of your choice

Ongoing support and advice from Teamshares accounting, finance, and small business experts