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Position Summary
The Controller at Keegan, Linscott & Kenon, P.C. (KLK) provides responsible management in the financial area in order to create a positive impact on the Firm and its employees, as follows:

Responsibilities
The KLK Controller is responsible for finance and accounting functions for the Firm, providing information, primarily financial in nature, about all company activities that will assist its Directors, management and other users in making educated economic decisions about the company's future.

Essential Functions

• Oversee the activities necessary for the accurate and timely dissemination of financial management reports including, but not limited to, internal and external monthly financial statements and annual budgets.
• Oversee disbursement activities, ensuring the accurate and timely processing of accounts payable, petty cash, employee expense reports, cash control, employee timesheets and Overtime Banks, payroll processing, corporate payroll tax compliance, and 401(k) coordination and administration.
• Oversee the reasonableness of all expenditures with firm-wide fiscal security in mind.
• Oversee accounts receivable activities to ensure the accurate and timely management of all accounts receivable aging components including billings and cash receipts.
• Provide information for the accurate and timely completion of all corporate income tax returns.
• Establish, maintain and maximize systems and controls that verify the integrity of all systems, processes and data, and enhance the company's value.
• Respond to CFO as assigned with accurate and timely work to facilitate financial needs.
• Maintain all appropriate insurance coverages for the Firm.
• Participate in a wide variety of special projects and compile a variety of special reports as needed.
• Communicate with co-workers, management, clients and others in a courteous and professional manner.
• Conform with and abide by all regulations, policies, work procedures and instructions.
• Supervise administrative employees who may assist with Firm accounting work.
• Maintain contact with McGladrey Alliance personnel, comply with their financial reporting requirements, and utilize their firm administration and HR resources and training as needed.
• Coordinate with the management team and external parties on human resources and recruiting functions of the Firm.
• Review and make recommendations to management for improvement of the Firm’s policies, procedures and practices on payroll and benefit matters.
• Maintain knowledge of industry trends and employment legislation and ensure Firm’s compliance with payroll and benefits.
• Maintain responsibility for Firm compliance with federal and state legislation pertaining to all payroll and benefit matters.
• Assist management in the annual review, preparation and administration of Firm wage and salary program.
• Work with Directors and managers to assist them in carrying out their responsibilities on payroll and benefit matters.
• Recommend, evaluate and participate in staff development.
• Coordinate employee benefits with management and outside consultants in accordance with Firm policies.
• Work with Management Team to coordinate hiring interns and new and experienced staff.
• Manage on-boarding and termination processes for employees.

Qualifications and Specifics

Supervisory Responsibility
There are currently no other employees permanently assigned solely to assist the Controller. However, the Controller coordinates with employees who at times assist with financial, HR or recruiting work. The Controller will provide input into the annual performance reviews of these employees as needed.

Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, scanners and fax machines.

Physical Demands
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; and taste or smell. The employee must occasionally lift or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.

Position Hours Expectation This is a full-time position. Standard office hours are Monday through Friday, 8:00 a.m. to 5 p.m. but schedule flexibility is available with prior approval. This position may from time to time require longer hours or weekend work.

Travel
Travel is not part of the position except occasionally during the business week for local day or evening events; very rarely, out-of-area and overnight travel could be expected.

Competencies

• Financial management knowledge
• Technical accounting capability
• Ethical conduct, personal credibility and ability to maintain confidentiality
• Communication proficiency
• Capacity to interact positively with various personalities
• Strategic thinking and long-range planning talents
• Leadership and decision-making ability
• Presentation and training skills
• Good computer and software skills needed, including the ability to successfully utilize technology to efficiently and effectively manage the Firm’s administrative tasks and objectives

Required Education and Experience

• Bachelor’s degree in accounting, finance or management, or equivalent of 5 to 10 years of related experience or training, or equivalent combination of education and experience.
• CPA certification.
• Five years of hands-on accounting experience of increasing complexity.
• Experienced QuickBooks user.

Preferred Education and Experience

• Experience working in a professional services firm.
• Experience with CCH Practice Management software.

Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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