Vice President - Controller
Controller Responsibilities· Maintain thorough understanding of financial reporting and general ledger structure· Lead timely monthly, quarterly, and year-end close, and oversee maintenance of accounting records including preparing, recording, reviewing journal entries, monitoring intercompany activity, and performing consolidation· Review/approve accounts payable allocations and review/approve expense reports· Prepare and maintain monthly/quarterly reporting package including budget, variance analysis, and other balance sheet detail, leveraging AI-driven historical reporting dashboards to surface trends, anomalies, and variance drivers· Prepare annual financial statements and coordinates with Auditors · Support Tax and Finance forecasting activities using AI-assisted forecasting models and tax metric analyzers to improve accuracy and scenario planning· Collaborate with CFO, AP Controller, Treasurer, Corporate Secretary, and Outsourced Tax team to support overall departments projects, goals, and objectives· Continuously optimize workflow to develop more efficient procedures including identifying and deploying AI/automation tools to streamline close, reconciliation, and reporting processes· Implement new processes and software AI-enabled accounting, analytics, and document-processing platforms· Manages, trains, and develops one analyst and provides training to new staff as needed· Determines and documents treatment of non-routine transactions· Responds to inquiries regarding financial results and special reporting requestsTax Workflow Management· Manage relationship with outsourced Tax team· Review and route tax communications· Collect data required for tax preparation including leger reports, K-1s, financial statements, partner’s capital statements, etc. utilizing AI-driven document extraction (K-1s, 1099s, partner capital statements) to accelerate data gathering and reduce manual entry· Assist with quarterly tax estimates and tax forecasting leveraging an AI-driven historical and tax metric dashboard/analyzer to monitor effective tax rates, distributions, and entity-level trends· Lead annual preparation of 1099s Requirements· BS/BA in Accounting· Active CPA License· 8-15 years of Accounting experience including managerial or supervisory experience· Proficient with Microsoft office suite (Excel, Word, PowerPoint, and Outlook) and proficient with Adobe pdf software· Accounting software/ERP system experience with experience in consolidation of multi-entity structure/environment· Financial statement preparation and reporting package preparation experience· Self-starter with ability to prioritize, multi-task, and proactively work autonomously· Delivery-focused and able to respond to business requests quickly· Strong analytical skills and excellent problem solving ability including comfort using AI/data-analytics tools to drive insight· Excellent communication skills and ability to work with different stakeholders· Ability to lead proactively, effectively, and collaboratively in a team environment· High degree of honesty and integrity· Strong work ethicPreferred, But Not Required· Partnership tax familiarity· Oil and gas accounting experience· General understanding of investment accounts, marketable securities, and hedging transactions· Family office accounting experience· Experience evaluating and implementing AI and automation tools in an accounting/finance setting (e.g., GL anomaly detection, AI-powered dashboards, LLM-based document processing)