Controller

Join CSI Group - A Thriving Career Awaits You!
CSI Group is a leading financial services firm dedicated to enriching lives and legacies by providing personalized services that guide individuals and families to achieve lasting financial prosperity.
We specialize in financial planning, tax preparation, and estate planning, offering a comprehensive suite of services tailored to meet the unique needs of middle-class individuals and families. Our mission is rooted in the belief that financial security and expert guidance should be accessible to everyone-not just the wealthy.
Through our one-stop-shop approach, we make high-quality financial services both affordable and accessible, empowering clients to confidently navigate their financial journeys and secure brighter futures for themselves and their loved ones.
Join CSI Group and become part of a team that is transforming lives and communities by delivering meaningful, lasting financial solutions. Be part of a team that values your contributions and invests in your growth!
Job Overview
The Corporate Controller will oversee the financial and accounting functions of the organization, ensuring accurate reporting, budgeting, and compliance. This role involves managing internal controls, leading Mergers & Acquisitions (M&A) financial activities, and optimizing financial processes. The Corporate Controller will also provide strategic financial insights to support leadership in decision-making and the company's growth objectives.
Key Responsibilities
Financial Reporting

Prepare monthly, quarterly, and annual financial statements in accordance with Generally Accepted Accounting Principles (GAAP).
Ensure accuracy in financial reporting and compliance with domestic regulations.
Coordinate with external auditors during financial audits by providing required documentation and ensuring compliance.
Budgeting and Forecasting

Lead the annual budgeting process in collaboration with department heads.
Track performance against budgets, analyze variances, and provide insights.
Assist in financial forecasting to support strategic planning.
Internal Controls and Compliance

Develop, implement, and maintain effective internal controls.
Ensure compliance with applicable domestic regulations and company policies.
Perform periodic risk assessments and create strategies to mitigate financial risks.
Cash Flow Management

Oversee cash management processes, ensuring efficient utilization of cash resources and optimizing working capital.
Prepare cash flow forecasts to support operational and strategic financial decisions.
Work closely with banking partners to meet the company's financing needs.
Financial Analysis

Conduct financial analysis to identify trends, variances, and potential areas for improvement or savings.
Provide data-driven insights and recommendations to executive management on financial performance.
Support major business decisions with financial insights.
Mergers & Acquisitions (M&A)

Due Diligence: Lead financial due diligence efforts for potential acquisitions, including analyzing financial statements, assessing financial risks, and verifying compliance.
Financial Integration: Oversee the integration of acquired companies, including aligning accounting practices, integrating financial systems, and harmonizing financial reporting.
Valuation and Analysis: Collaborate with CFO and executive team on the financial modeling, valuation analysis, and impact assessment of potential acquisitions or mergers.
Post-Acquisition Support: Manage post-acquisition financial performance, ensuring achievement of projected synergies and supporting financial and operational integration.
Team Leadership and Development

Supervise, mentor, and develop accounting and finance team members.
Promote professional growth, alignment with organizational goals, and continuous improvement in financial processes.
Encourage a culture of collaboration and accountability.
Policy Development and Process Improvement

Establish and update accounting policies and procedures, incorporating best practices and adapting to company needs.
Keep the organization informed on changes in domestic financial regulations.
Implement process improvements to enhance financial efficiency, accuracy, and scalability.
Qualifications

Bachelor's degree in Accounting, Finance, or a related field; CPA or CMA certification preferred.
8+ years of progressive accounting experience, including supervisory roles and M&A experience in a private company setting.
Expertise in GAAP and familiarity with domestic regulatory requirements.
Experience in M&A financial due diligence and post-acquisition integration.
Proficiency in accounting software and ERP systems (e.g., QuickBooks) with advanced MS Excel skills.
Strong analytical, communication, and leadership skills.
Experience with financial modeling, budgeting, and forecasting.
Proven ability to manage multiple projects in a dynamic environment.
Key Competencies

Leadership: Ability to lead, develop, and inspire a team, demonstrating a commitment to ethical and precise financial practices.
Analytical Thinking: Advanced analytical skills to interpret complex financial data and communicate findings clearly.
Strategic Mindset: Capability to align financial processes and M&A activities with broader business objectives.
Communication: Strong communication skills to convey financial information and M&A implications to various stakeholders.