Published: September 17, 2024 – The Financial Controller ensures alignment of sales and marketing operations with company guidelines, and manages monthly sales closing with high data quality. This role involves overseeing price and contract management, handling accounts receivable, managing incoming payments, and ensuring transparency in trade allowances. Additionally, the controller analyzes marketing costs, supports cost planning, forecasts sales KPIs, and provides ad hoc analysis and reporting.
Tips for Financial Controller Skills and Responsibilities on a Resume
1. Financial Controller, Apex Solutions LLC, Austin, TX
Job Summary:
- Own the financial close process, making accurate and current journal entries, reconciliations, intercompany accounting, and consolidations
- Prepare all financial reports, financial outlooks, and financial forecasts
- Monitor and analyze monthly operating results against budgets
- Guide financial decisions by establishing, monitoring, and enforcing policies and procedures
- Protect assets by establishing, monitoring, and enforcing internal controls
- Maintain the Chart of Accounts
- Comply with local, state, and federal government reporting requirements and tax filings
- Continuously review the company’s accounting information to identify and resolve inaccuracies or imbalances
- Work with the supply chain team to develop a comprehensive inventory management system
- Ensure resource backup plans are accurately recorded and kept current
- Perform quality-control AP and AR oversight
- Provide support to the CEO regarding staff payroll costs and benefits schemes
Skills on Resume:
- Close Process Management (Hard Skills)
- Reporting and Forecasting (Hard Skills)
- Budget Analysis (Hard Skills)
- Policy Enforcement (Soft Skills)
- Internal Controls (Hard Skills)
- Compliance (Hard Skills)
- Inventory Management (Hard Skills)
- Team Communication (Soft Skills)
2. Financial Controller, Blue Horizon Enterprises, Denver, CO
Job Summary:
- Monitor and direct the implementation of strategic business plans
- Develop performance measures that support the company's strategic direction
- Assist in the monitoring and continuous improvement of every area of the credit union operations
- Develop finance and organizational strategies by contributing financial and accounting information, analysis, and recommendations to strategic thinking and direction.
- Establish finance operational strategies by evaluating trends, establishing critical measurements
- Determining output and productivity, designing systems, and implementing change.
- Develop the credit unions' opportunities and threats by studying economic data and trends, identifying revenue opportunities
- Analyzing the credit unions' operations, and identifying opportunities for improvement, cost reduction, and systems enhancement.
- Develop financial strategies, forecast requirements and resources, and develop budgets and action plans.
- Oversee the reporting of financial information for every area of the business to aid decision-making
- Report the financial status of the credit union by developing forecasts, reporting results, analyzing variances and developing improvements.
- Liaise with other third parties including internal auditors concerning the credit union’s finance function.
Skills on Resume:
- Strategic Planning (Hard Skills)
- Performance Measurement (Hard Skills)
- Operational Improvement (Hard Skills)
- Financial Analysis (Hard Skills)
- Trend Evaluation (Hard Skills)
- Opportunity Identification (Soft Skills)
- Budget Development (Hard Skills)
- Third-Party Liaison (Soft Skills)
3. Financial Controller, Maplewood Industries, Portland, OR
Job Summary:
- Monitor financial performance by measuring and analyzing results, initiating corrective actions and minimizing the impact of variances.
- Coordinate and facilitate the statutory interim & annual audit with external auditors.
- Report financial results to the senior management team, CEO and the Board
- Perform annual budgeting and the production of the prior year & variance monthly reporting
- Understand and mitigate key elements of the company's risk profile
- Monitor all open legal issues involving the company, and legal issues affecting the industry
- Construct and monitor reliable control systems
- Maintain appropriate insurance coverage
- Ensure that the company complies with all legal and regulatory requirements in the finance areas
- Ensure that standards of control, practices, methods, competence and capability in the finance function meet the requirements of auditors, regulators, the CEO and the Board
- Report risk issues to the CEO, audit committee and the Board
- Maintain relations with external auditors and act on their findings and recommendations
Skills on Resume:
- Financial Performance Monitoring (Hard Skills)
- Audit Coordination (Hard Skills)
- Financial Reporting (Hard Skills)
- Budgeting (Hard Skills)
- Risk Mitigation (Hard Skills)
- Legal Issue Monitoring (Hard Skills)
- Control System Management (Hard Skills)
- Regulatory Compliance (Hard Skills)
4. Financial Controller, Crescent Valley Technologies, Tampa, FL
Job Summary:
- Preparation of regulatory & financial returns to third parties to include the Central Bank, ILCU, Revenue, CRO
- Production of the monthly management accounts, including P&L, balance sheet, cash flow, prepayments & accruals.
- Monthly control account reconciliation for all ancillary services provided by the credit union
- Preparation of a monthly report for senior management and in some areas of operations a daily and weekly reporting framework
- Aid timely and accurate analysis of trends and performance and decision-making and action planning
- Administer a considerable investment portfolio and ensure regulatory compliance regarding investments
- Maximize return on invested funds by identifying investment opportunities, and maintaining relationships with the investment community.
- Represent the credit union with investment companies, bankers
- Ensure value-for-money and valued-add insight is obtained from external third parties engaged by the finance function
- Direct the daily operations of the finance function and team
- Develop and perform management team members to reach high standards
- Ensure the finance function is run efficiently and effectively and the people operate as a cohesive team
Skills on Resume:
- Regulatory Reporting (Hard Skills)
- Management Accounts Production (Hard Skills)
- Account Reconciliation (Hard Skills)
- Trend Analysis (Hard Skills)
- Investment Portfolio Management (Hard Skills)
- Relationship Building with Investment Community (Soft Skills)
- Finance Team Leadership (Soft Skills)
- Process Efficiency (Hard Skills)
5. Financial Controller, Red Oak Consulting, Charlotte, NC
Job Summary:
- Support the senior management team with relevant, accurate, timely and useful financial information
- Assists in the performance management of every area of the business
- Participate as a member of the senior management team
- Work cohesively with team members to achieve the standards of excellence and performance required to reach the vision of the credit union.
- Maintain good relations with all members of the management team
- Continuously act as a role model leader demonstrating the highest standards of professionalism, behavior, ethical management, integrity and honesty
- Assist the CEO in implementing board policies and directives.
- Assist the CEO in accomplishing the credit union's objectives, ensuring compliance with legislative and regulatory requirements.
- Contribute to strategic plans, annual business plans and budgets.
- Provide input and involvement in the development of business cases for the supply of new products and services for members.
- Assist the CEO in developing and implementing specific plans and projects for the credit union
- Assist the CEO in continuously improving products and services to members e.g. online/mobile banking, ATM, debit card, current account, quickly, coin machines, etc.
Skills on Resume:
- Financial Reporting (Hard Skills)
- Performance Management (Hard Skills)
- Strategic Planning Contribution (Hard Skills)
- Team Collaboration (Soft Skills)
- Leadership and Role Modeling (Soft Skills)
- Policy Implementation Support (Soft Skills)
- Product and Service Development (Hard Skills)
- Compliance Assistance (Hard Skills)
6. Financial Controller, SilverLine Group, Phoenix, AZ
Job Summary:
- Perform day-to-day management of the finance department
- Prepare Cashflow and Profit and Loss forecasts to support business decision-making
- Prepare supporting figures for a range of operational decisions including schemes
- Prepare the monthly management accounts
- Improve ongoing Process of the Finance department as well as indicating wider process improvements in the rest of the business.
- Keeping a strict overview of the cash balances of the business through the scrutiny of credit control, working capital and supplier payments
- Advising the business of any legislative changes
- Liaise with 3rd parties and maintain key relationships with Banks/Accountants etc.
- Complete all HMRC returns including VAT and other statutory returns
- Cover all aspects of the Purchase & Sales Ledger for holidays and absences
- Provide support to the CEO regarding analysis of the performance of the business e.g. key ratios, income analysis, product/loan analysis, cost analysis, etc.
- Provide support to the CEO regarding future developments, new products, and various initiatives from a financial perspective
Skills on Resume:
- Finance Department Management (Hard Skills)
- Cashflow Forecasting (Hard Skills)
- Operational Decision Support (Hard Skills)
- Management Accounts Preparation (Hard Skills)
- Process Improvement (Hard Skills)
- Cash Management (Hard Skills)
- Legislative Advisory (Hard Skills)
- Third-Party Liaison (Soft Skills)
7. Financial Controller, GoldenGate Finance, Sacramento, CA
Job Summary:
- Reconciliations and compliance filings for reporting, financial covenant and tax purposes
- Produce timely and accurate internal and external financial statements, complete year-end audit processes
- Assist with the annual budget preparations and forecasting
- Liaise with an external accounting firm and lead the year-end audit and tax filing process
- Ensure that appropriate internal controls are implemented, maintained and modified as business processes evolve
- Forecast and review cash positions, and related borrowing needs to ensure that sufficient funds
- Available to meet ongoing operational and capital investment requirements
- Understand business processes to provide management reports and variance analysis
- Be responsible for all elements of accounts payable, accounts receivable, and payroll.
- Deputize for the CEO in the absence of the CEO on leave etc.
- Ensure that credit control processes are in place and operating in line with agreed parameters
Skills on Resume:
- Reconciliation and Compliance (Hard Skills)
- Financial Statement Production (Hard Skills)
- Budget Preparation and Forecasting (Hard Skills)
- Audit and Tax Filing Coordination (Hard Skills)
- Internal Controls Implementation (Hard Skills)
- Cash Position Forecasting (Hard Skills)
- Accounts Management (Hard Skills)
- CEO Deputization (Soft Skills)
8. Financial Controller, Emerald Isle Inc., Seattle, WA
Job Summary:
- Provide professional and comprehensive financial support to Lamwork’s business by operating as a strategic partner and resource
- Implement controls to mitigate risks for the company while working with all other stakeholders in the business in a commercially balanced manner
- Initiate and support Finance and Accounting processes, systems improvements, and the development of standard reporting tools
- Ensure that an effective, accurate and timely reconciliation of the company accounts and balance sheet accounts
- Ensure that the company fully complies with all legal and statutory requirements
- Internal control requirements set by corporate and U.S. GAAP-based financial reporting
- Provide information to finance and accounting professionals at Corporate and in the Netherlands
- Technical accounting, financial and commercial analysis, process improvements, and career mentoring
- Assist with monthly and year-end closing of the financial books and financial reporting to HQ
- Assist with year-end closing of the financial books and financial statutory reporting
- Handle tax matters such as VAT and corporate tax reporting
- Lead annual financial audits, external and internal
Skills on Resume:
- Strategic Financial Support (Hard Skills)
- Risk Mitigation (Hard Skills)
- Process and Systems Improvement (Hard Skills)
- Account Reconciliation (Hard Skills)
- Legal and Statutory Compliance (Hard Skills)
- Internal Control Implementation (Hard Skills)
- Technical Accounting and Analysis (Hard Skills)
- Audit Leadership (Hard Skills)
9. Financial Controller, Riverstone Holdings, Nashville, TN
Job Summary:
- Be a driving force for finance, particularly within the Business Initiatives
- Preparation of timely, accurate monthly management accounts for Halma
- Preparation of all financial or HR reports requested by the MD or the F
- Ensuring all financial systems & controls are working as prescribed and all weaknesses/ breaches are reported to the FD
- Bringing commercial insight based on the information flows through the department
- Review all forecasts to ensure consistency with all known data and plans
- Key role in the preparation of all CAPEX and investment proposals
- Preparation of annual budgets and strategy documents
- Dealing with all year-end matters and the auditors
- Ensuring all suppliers are paid following agreed terms
- Ensuring all potential customers are checked
- Credit limits are set and adhered to and overdue balances are promptly followed up
Skills on Resume:
- Financial Leadership (Hard Skills)
- Management Accounts Preparation (Hard Skills)
- Financial Reporting (Hard Skills)
- System and Control Management (Hard Skills)
- Commercial Insight (Soft Skills)
- Forecast Review (Hard Skills)
- CAPEX and Investment Preparation (Hard Skills)
- Credit Control (Hard Skills)
10. Financial Controller, Summit Peak Enterprises, Salt Lake City, UT
Job Summary:
- Formulation of process, strategy and management of taking payments and handling debts between Suppliers and Buyers
- Facilitation of payments and strategy of funneling funds through to Suppliers neatly
- Developing financial strategy, forecasting, financial reporting and analysis
- The regular budget consolidation, cash flow management
- Management of debts and payments for the company’s usual activities
- Preparing company tax, IAS and BAS statements, payroll processing, and so on
- Working closely with management or executive teams to share reports and analysis findings
- Well-developed operational, team management leadership skills to work with several stakeholders to create and implement solutions
- Construct/disseminate a weekly cash flow forecast so that the organization maintains appropriate cash levels to meet its liabilities and projected expenditures
- Ensure monthly review of inventory management and annual physical count
- Oversee the sales order process
- Ensure adherence to the Code of Ethics, Compliance initiatives, Workplace Harassment and Technology and Privacy guidelines
Skills on Resume:
- Payment and Debt Management (Hard Skills)
- Financial Strategy Development (Hard Skills)
- Budget and Cash Flow Management (Hard Skills)
- Tax and Payroll Processing (Hard Skills)
- Financial Reporting and Analysis (Hard Skills)
- Team Management and Leadership (Soft Skills)
- Cash Flow Forecasting (Hard Skills)
- Compliance and Ethical Adherence (Hard Skills)
11. Financial Controller, Granite Ridge Corp., Boston, MA
Job Summary:
- Work as a Financial Controller with financial support across the Precis group.
- Assist management teams with business cases and decision bases as a proactive partner.
- Oversee and manage the company’s fiscal activity, including budgeting, reporting, and auditing process.
- Identify and address financial risks and opportunities.
- Own accounting processes from start to finish, engaging in efficiency, automation, cost optimization and quality improvements.
- Administer the company’s personnel warrant program.
- Develop and take ownership of new initiatives within the strategic plan.
- Ensures all statutory returns are made within the statutory deadline
- Site-based contact for IT issues and liaises with group IT resources
- Key financial input into the development of a new ERP system
- Leading proponent of data-led decision-making through the business
- Financial reporting and administrative matters for all fund and corporate structures.
Skills on Resume:
- Financial Support (Hard Skills)
- Business Case Assistance (Soft Skills)
- Fiscal Activity Management (Hard Skills)
- Risk and Opportunity Management (Hard Skills)
- Accounting Process Ownership (Hard Skills)
- Personnel Warrant Program Administration (Hard Skills)
- Statutory Compliance (Hard Skills)
- Data-Driven Decision Making (Hard Skills)
12. Financial Controller, StarPoint Global, Indianapolis, IN
Job Summary:
- Manage the Terms and Conditions
- Pricing and offer management in close partnership with Global/Regional Finance organizations and the local Sales teams
- Manage invoices, sales accruals, and respective credit notes
- Orchestrate timely and accurate business plans, monthly reporting processes, and lead-related meetings
- Play a key role in the sales planning and control of the country's P&Ls
- Ensure compliant financial processes in line with HMD policies
- Coordinate statutory reporting for the local legal entity (Germany)
- Provide ongoing strategic input and support for the development of the country’s overall business strategy
- Lead responsibility for supporting group fund management operations
- Key contact for service providers, including planning, coordination, and oversight of their deliverables.
- Monthly and Quarterly financial reporting of investment structures, including IFRS consolidation, project management, and review of other deliverables.
- Assistance with project-related work, including organizational, system, or technical projects (i.e. restructuring, taxation, etc.)
Skills on Resume:
- Terms and Conditions Management (Hard Skills)
- Pricing and Offer Management (Hard Skills)
- Invoice and Accrual Management (Hard Skills)
- Business Planning and Reporting (Hard Skills)
- Sales Planning and P&L Control (Hard Skills)
- Financial Process Compliance (Hard Skills)
- Statutory Reporting Coordination (Hard Skills)
- Strategic Input and Support (Soft Skills)
13. Financial Controller, ClearWater Solutions, Columbus, OH
Job Summary:
- Generate timely and accurate financial and management reports consistently - weekly, monthly and quarterly
- Prepare monthly analysis of the cost of goods sold and operational expenses against the prior year and budget, providing explanations and business solutions to help mitigate the risks
- Direct and coordinate financial budgeting and forecast and budget management functions
- Ensure compliance with local, state, and federal budgetary reporting requirements
- Ensures that the computer system continues to operate
- Involved in validating/designing suggested changes to ensure requirements continue to be met
- Monitoring and reviewing formal internal control policies and procedures
- Work with department Managers to determine financial impact due to product cost reductions, new product rollout, etc.
- Prepare periodic forecasts to update management on projected results
- Perform safety & health management duty following the company’s safety management regulations and policies
- Assistance with ad-hoc business or investor queries.
- Be well-versed in dealing with nonfinance professionals, and internal and external stakeholders.
Skills on Resume:
- Financial and Management Reporting (Hard Skills)
- Cost Analysis (Hard Skills)
- Budget and Forecast Management (Hard Skills)
- Compliance with Budgetary Reporting (Hard Skills)
- System Operations and Validation (Hard Skills)
- Internal Control Monitoring (Hard Skills)
- Financial Impact Analysis (Hard Skills)
- Stakeholder Communication (Soft Skills)
14. Financial Controller, Suncrest Financials, Miami, FL
Job Summary:
- Responsible for banking relations and opportunistic structuring of off-balance-sheet financing for strategic growth opportunities.
- Responsible for providing timely and accurate financial information to the CEO and executive leadership and ensuring that corporate policies and procedures are carried out.
- Ensure that effective financial policies and procedures and the proper internal controls are in place.
- Ensure the company’s books are prepared and closed within the monthly guidelines and that the financial statements accurately reflect the operations.
- Responsible for assuring that all personnel maximize investments and spend wisely.
- Responsible for making sure that all potential land deals meet the required corporate requirements.
- Analyzing, improving, and implementing new policies and procedures to keep up with technology enhancements and create more efficient operations.
- Responsible for making sure that all appropriate personnel are adequately trained and understand how to utilize the proper accounting system.
- Preparing budgets, forecasts, and complex financial projections
- Maximizing cash flow, and assisting with tax planning and strategy
- Developing and maintaining an effective capital structure
- Directly involved in all aspects of the company’s homebuilding operations with the authority to interact with all departments and to determine if current departmental policies are efficient and will promote the higher well-being of the company.
Skills on Resume:
- Banking Relations and Financing (Hard Skills)
- Financial Reporting (Hard Skills)
- Policy and Internal Control Implementation (Hard Skills)
- Financial Statement Preparation (Hard Skills)
- Investment Maximization (Hard Skills)
- Land Deal Evaluation (Hard Skills)
- Policy Improvement and Implementation (Hard Skills)
- Budgeting and Financial Projections (Hard Skills)
15. Financial Controller, Ironwood Ventures, Minneapolis, MN
Job Summary:
- Report to the Vice President of Finance and manage a Staff Accountant
- Working with the sales team on customer contracts
- Perform timely financial statements close, including balance sheet account reconciliations, accruals, and financial statements preparation/reporting
- Support the Vice President of Finance with updates to the financial model
- Produce investor reporting and assist the Vice President of Finance and Vice President of Sales with Board of Director meeting materials
- Work with third-party accountants to complete annual financial audits and various federal and state tax filings
- Work closely with the Account Management department to ensure that customer renewals are processed promptly
- Create budget vs. actual variance analysis with applicable commentary
- Generate several regular weekly and monthly reports that help the company to understand and maximize the performance of the business
- Work with a third-party payroll processor to generate company payroll
- Calculate sales team commissions and other variable compensation
- Work in SaaSOptics and Salesforce platforms to enter customer contracts and issue invoices
Skills on Resume:
- Staff Management (Soft Skills)
- Customer Contract Management (Hard Skills)
- Financial Close and Reporting (Hard Skills)
- Financial Model Support (Hard Skills)
- Investor Reporting (Hard Skills)
- Audit and Tax Filing Coordination (Hard Skills)
- Budget vs. Actual Analysis (Hard Skills)
- Payroll and Commissions Calculation (Hard Skills)
16. Financial Controller, WillowCreek Advisors, Dallas, TX
Job Summary:
- Act as a key controller to ensure sales and marketing operations is in line with company guidelines/process
- Monthly sales closing with high data quality
- Manage price and contract and customer master
- Handle company AR and bad debt of a customer
- Manage incoming payment process
- Ensure transparency of Trade Allowances
- Support improvement of company policies and guidelines related to sales and marketing
- Analyze marketing cost & Support cost planning
- Perform monthly incoming cash planning, company AR, and DSO (Days Sales Outstanding) planning
- Analysis & Forecast Sales KPI, monthly sales reports
- Provide ad hoc analysis and reporting where required
- Support internal and global projects, internal or external audits, and RCM (Risk Control Matrix) implementation
Skills on Resume:
- Sales and Marketing Compliance (Hard Skills)
- Sales Closing and Data Quality (Hard Skills)
- Price and Contract Management (Hard Skills)
- AR and Bad Debt Management (Hard Skills)
- Payment Process Management (Hard Skills)
- Trade Allowance Transparency (Hard Skills)
- Marketing Cost Analysis (Hard Skills)
- Sales KPI Analysis and Reporting (Hard Skills)