Controller/Bookkeeper

Overview:
We are seeking a detail-oriented and proactive Controller/Bookkeeper to support the financial management of a diverse portfolio of businesses, including an S-Corp and several real estate-focused LLCs. This role is essential for maintaining accurate financial records, supporting decision-making processes, and driving financial efficiency across multiple entities.

The S-Corp is managed by a full-service accounting firm that handles payroll, taxes, benefits, and retirement plans, while the LLCs are currently supported by a part-time accountant for basic reconciliations. We are looking for a candidate who can oversee the S-Corp activities and take control of LLCs activities bringing a high level of strategic insight to the financial side of our businesses.

Key Responsibilities:

Accounting and Financial Management:

• Reconcile receipts and upload to QuickBooks; ensure proper transaction classification.

• Analyze and oversee insurance policies: track renewal deadlines, compare competitive rates, and negotiate terms.

• Maintain schedules for property taxes, ensuring all deadlines are met and payments are accurate.

• Opportunity to act as a liaison with bankers, attorneys, vendors, and insurance agents.

• Serve as a strategic advisor to aid in business decision-making and financial planning.

• Regularly assess and identify opportunities for financial improvement and efficiency.

• Research potential tax-saving strategies and trend analysis to maximize profitability.

• Monitor voucher tax due dates and submit payments online.

Budgeting and Reporting:

• Develop and manage departmental and company-wide budgets for the S-Corp; provide ongoing budget monitoring and variance analysis.

• Analyze expenses for cost-saving opportunities and identify spending trends.

• Oversee general ledger accuracy to reflect the true financial position of each business entity.

Real Estate LLC Specific Duties:

• Assist with LLC management and ensure compliance with annual state reporting requirements.

• Provide project support including coding and receipt reconciliation to streamline processes and ensure smooth financial operations within real estate ventures.. (An assistant is available to aid with organization)

Qualifications:

• Proven experience as a Controller/ Bookkeeper, ideally with experience managing both S-Corps and LLCs.

• Strong knowledge of QuickBooks Online (QBO) and experience in general accounting practices.

• Excellent organizational skills, with a keen eye for detail and accuracy.

• Ability to work independently while managing multiple tasks and deadlines.

• Strong communication skills to build and maintain relationships with external partners and vendors.

• Experience in real estate accounting or property management is a plus.

• Keeping current with technology to improve processes and increase efficiency in financial operations.

This role offers the opportunity to work one-on-one with the owner to directly influence the financial success of diverse businesses, from improving day-to-day financial processes to advising on high-level business strategy. If you’re ready to bring expertise and insight to a dynamic, multi-business environment, we encourage you to apply!

Place of work