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SalaryCompany Overview
At Plumb, we focus on the numbers so our clients can focus on growing their business- helping them save time and gain clarity while remaining in control.
Plumb has two main sides to our business, Corporate Accounting/Software services (ThinkPlumb.com), and Family Office Accounting/Bill Pay services (PlumbBillPay.com). We have been in business since 1996 and have 80+ employees, providing premier family accounting and bill pay services to ultra-high net worth (UHNW) families and family offices nationwide.
Our 13 Principles (https://www.thinkplumb.com/about/) are at the core of who we are and continuously strive to be. Whowe are (as individuals and members of the Plumb community) is consistently reflected in what we do. If you embrace a similar mindset, we encourage you to read on.
At Plumb, our Controllers are resourceful problem solvers and strategic, business-minded professionals who thrive in a fast-paced working environment. Controllers are critical thinkers and are calm under pressure: they view client engagements more like chess (strategy and long-term moves) than checkers.Specific examples of a typical day/week are as follows:
- Team Operations and Management – Understand the metrics of a successful, engaged team that works efficiently and effectively in providing our services to clients.
- Review and analyze Client’s Monthly Financial Reports, Budgets, Tax Organizers, and special projects for accuracy with expediency.
- Ensure Bill Pay Review and Approvals adhere to internal controls and processes. Ensure division financial objectives are met by forecasting requirements, preparing annual budgets, scheduling expenditures, and analyzing variances.
- Team Development – Make sure your teams are engaged, trained, capable and providing the best customer service to your client base.
- Prioritize team workload, keeping utilization metrics consistent with set goals.
- Set SMART Goals for team members in alignment with individual needs to ensure professional growth and success within our Plumb community.
- Provide mentorship, technical training, and work with our Training & Development Manager to support the evolving needs of your team.
- Client Management – Work for your clients through your team.
- Ensure your team isconsistently exceeding clients’ expectations.
- From onboarding new clients to ensuring issues are resolved with urgency, CRMs keep their teams focused on the numbers so our clients can focus on building their business.
Job Description – future/bigger picture
Controllers are experts at balancing detailed projects and tight deadlines. Controllers analyze challenges and devise out-of-the-box solutions. Some areas where this position can contribute are as follows:
- Business Mindset- Run your team like you would a business unit. Understand how to evaluate processes, how to shift gears, find solutions to challenges, and ensure profitability. Within the first 6 months, lead and manage at minimum 20+ client relationships at one time while overseeing 1 accounting manager and 3-5 client associates. Be highly utilized, billing at 50% or higher to clients.
- From Manager to Leader- Train, develop and coach staff. Assist in career mapping and personalized training plans to help motivate and foster your team’s success.
- Process Improvement – Develop and implement policies and procedures that keep the team motivated, productive, and highly utilized.
- Manage Expectations- Be able to customize the client experience to meet their specific goals and needs. Ensure division financial objectives are met or exceeded by forecasting requirements, preparing annual budgets, scheduling expenditures, and analyzing. Set clear objectives and manage expectations through proactive communication, thorough financial analysis, and problem solving.
- Think Plumb- Bring new ideas to the table that add value to our Plumb community: focus on responsive solutions that help manage client and team expectations. Model Plumb Principles in action to staff and instill these principles into your team.
Software Skills
The following software systems are used frequently, and extensive experience is preferred:
- QuickBooks Desktop
- QuickBooks Online (highly preferred)
- Sage Intacct
Skillsets and Recommended Requirements
We are looking for a candidate who can handle the managerial aspects of getting the job done while streamlining processes to ensure profitability and the growth of your team going forward. Here are the primary skillsets and characteristics a successful candidate will possess:
- Bachelor’s Degree in Accounting or Finance preferred.
- 5+ years’ experience as a controller, 3+ years’ experience supervising a team.
- Organized, detail-oriented, and ability to be a task master if/when necessary.
- Very good communication skills (written and verbal) and presentation skills.
- Experience working remotely and tracking time.
- Experience handling multiple accounting clients at one time preferred.
- Experience managing the relationship of multiple clients at one time preferred.
- 2+ years’ experience interacting with executive teams or business owners is preferred.
- Family Office Accounting Industry experience preferred, including: K-1 reconciliations, bank reconciliations, brokerage reconciliations, financial reporting and analysis, private equity tracking, annual tax organizer, etc.
- Intermediate to advanced computer skills working with various office equipment, computers and programs including databases, Word, Outlook, PowerPoint, and Excel.
