Job Opening for Controller/CFO in Insero & Co. CPAs, LLP (2 State St Ste 300, Rochester, NY 14614)

Rochester-based Insero & Co. is an accounting and business advisory practice serving businesses, nonprofits, governmental entities, and individuals with over 140 employees throughout New York State. One of our core values is that we are Passionate about People. We don’t just talk about our values, we live them. That’s why we’ve consistently been recognized as a best place to work:

· Best Accounting Firms to Work For (Accounting Today) 2012-2021

· Rochester’s Top Workplaces (D&C and Energage) 2014-2021

· Central New York’s Best Places to Work (BizEventz and the CNY Business Journal) 2018-2021

· Additional awards include RBJ’s Workplace Wellness and Reader Rankings awards and Best Places to Work for Millennials

We take pride in our people, and we invest heavily in continued education and technology. We offer excellent flexibility as well as advancement opportunities and career support through our mentor and advisor programs. There are also many opportunities to get involved from day one, including our initiatives for outreach, innovation, wellness, and diversity, equity, and inclusion.

At Insero, we’re committed to transforming the employee experience, beyond industry standards to enable you to build your ideal career. Let us show you how life at Insero is different.

Summary:

We are currently seeking an innovative and hands-on Controller/CFO who can oversee all financial operations, procedures, accounting transactions, payroll, and formation of quarterly/annual budgets. Join a growing organization with a strategic vision and dynamic plan.

Key Objectives:

· Oversee entire firm accounting/billing department (small team) in connection with work-in-process, collection of receivables and the timeliness of financial reporting

· Embraces innovation and change, challenging ways of doing things and pro-actively seeking ways to improve personally, the team and our firm processes

· Prepare monthly, quarterly, and annual financial budgets/forecasts, as well as the comparison reports to actual results

· Development and maintenance of monthly revenue activity schedules for use in maintaining the status of firm

· Present monthly financial reports to management, as well as ad hoc reports as needed

· Manage accounts payable, purchase orders, accounts receivable processes and reporting, and multi-state payroll processing/administration

· Manage and report on cash flow, maintain all bank accounts, process monthly bank recs

· Oversite of firm’s 401(k) plan, annual 401(k) plan audit, YE compliance testing and prepare all renewal applications for firm corporate insurances

· Improve, monitor, and update internal accounting policies

· Participate in strategic planning including implementation, monitoring/reporting results on short-term and long-term business objectives including results related to the Firm’s growth model

· Work with operations to plan meetings with partners discussing time, billing, collection, projections, and analyze client realization

· Interaction with various banks and other professional providers

· Prepare all workpapers for tax return and partnership (all entities), assist tax partner with return

· Maintain all equity partner insurances including Officer Life Insurance and Disability policies

· Annual preparation of 1099s

· Annual Section 125 testing

Requirements:

· Experience in a professional services firm (accounting, legal, consulting, or similar) strongly preferred

· Bachelor’s degree in accounting, finance, or business

· CPA preferred, but not required

· Minimum 8 years’ experience in accounting (at least 4 as a controller or similar role)

· Understanding of hourly billing and realization

· Solid management/supervisory experience

· Experience with QuickBooks is required (QB Accountants Edition is preferred), experience with Practice CS or other time and billing software package(s) is a plus

· Hands-on experience with general ledger, accounts payable, and accounts receivable functions

· Detail-oriented and organized

· Excellent communication skills and the ability to work in a dynamic and diverse team environmentResults-orientated focus, ability to embrace and lead change and think strategically, multi-tasking, strong sense of urgency, and excellent problem-solving skills

· Ability to work in a deadline-driven environment

Our Benefits:

We offer competitive salaries, an outstanding paid time off program (4-5 weeks), ten paid holidays, hybrid work option, dress for the day program, 401(k) plan with firm contributions, tuition reimbursement program, 100% employer paid parking, spot bonus program, a variety of different medical plan options along with opt-out dollars if you don’t need medical ins coverage.