Job description
ABOUT US:
At Southwestern Consulting, actions speak louder than words. Our values, strengths, and core beliefs shine through the actions of our people - our employees and contractors. We create a culture that elevates employees through professional development, transparency, and fun, so that we are empowered to treat our clients (past, present, and potential) with the same high level of care and thoughtfulness.
Southwestern Consulting consists of three unique divisions, each with a focused mission that helps professionals take their business and life to the next level.
Southwestern Coaching – Elevate Sales
Southwestern Empowerment – Elevate Performance
Southwestern Speakers – Elevate Events
ABOUT THE POSITION:
The Senior Controller actively leads the financial and accounting function of the business. This position brings principle guided decision making to facilitate growth in the profitability of the business. The Senior Controller reports to the Chief Financial Officer (CFO) and provides excellent service to team members and external customers while demonstrating the company values and supporting the mission.
JOB DUTIES AND RESPONSIBILITIES:
- Supervise, train, and mentor staff. Identify professional development opportunities and provide performance feedback on an ongoing basis.
- Train and lead a team of accounting and finance staff
- Maintain the general ledger and accounting system
- Inform and advise key people of trends and developments within financial records and sales activity reports
- Analyze work to assure that accurate information necessary to make decisions is received timely
- Review and approve invoices, commission wires, timesheets, and payroll
- Review and approve general ledger entries and prepare the financial statement package
- Review compensation and incentive plans periodically and design new plans as needed
- Prepare financial reports used to manage the business
- Lead Financial Statement Review meetings with leadership team
- Assist in the annual budget and forecasting process
- Interface with sales market managers to answer compensation and business questions; facilitate problem solving
- Interface with Corporate departments to make business decisions with financial and risk impact
- Assist the CFO in special projects and other assigned tasks as necessary
- Perform other duties as assigned
REQUIRED QUALIFICATIONS:
- Bachelor’s degree in Accounting, Finance, or related field
- Certified Public Accountant license is preferred
- 5 years of experience in accounting
- 3 years of finance management experience
- Proficient in Microsoft Office Suite
- Ability to work on multiple projects simultaneously while accomplishing daily tasks
- Effective oral and written communication skills and excellent interpersonal skills
- Attention to detail and critical thinker with exceptional problem-solving skills
- High standards for integrity, honesty, professionalism, and work ethic
- Commitment to service excellence
- Ability to work independently while demonstrating excellent organization and follow through
- Demonstrate flexible and efficient time management and ability to prioritize workload
- Ability and willingness to move with purpose and a strong sense of urgency
- Self-motivated, positive, and enthusiastic
- Self-starter with a strong desire to exceed expectations and capable of supporting a team
- Maintain confidentiality discretion
- Ability to effectively work in collaboration with others to achieve business objectives.
- Willing to grow and be challenged
- Attend training as requested
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