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20 results for Director Of Finance in West Palm Beach Fl

Business/Operations Manager We are inviting applications for the role of Business/Operations Manager in the healthcare industry, located in Weston, Florida. As a Business/Operations Manager, you will be tasked with ensuring the smooth running of our facilities and coordinating clinical care. Your role will be paramount in maintaining compliance, fostering relationships, and ensuring high-quality care delivery to our patients and residents.<br><br>Responsibilities:<br><br>• Lead the Clinical Care Coordinator team, providing guidance and mentoring to ensure adherence to organizational standards and protocols<br>• Collaborate with Clinical Directors to streamline processes and enhance patient care coordination<br>• Act as a key point of contact for escalated issues, resolving conflicts among team members, patients, and families<br>• Oversee the scheduling process, ensuring alignment with care plans and compliance with organizational standards<br>• Monitor and ensure the accuracy of patient data within Electronic Health Records (EHR) and Customer Relationship Management (CRM) systems<br>• Manage facility operations, including staffing, patient admissions/discharges, and facility upkeep<br>• Engage with the Director of Finance to track labor and expenses, and manage facility operations within a discretionary budget<br>• Respond promptly to calls and emails from patients and families, ensuring detail oriented and thorough communication<br>• Foster strong relationships with families, addressing their needs and concerns<br>• Demonstrate ownership of responsibilities, meeting deadlines, and promptly correcting errors<br>• Focus on actionable solutions to overcome challenges effectively Tyler Munis - Data Migration Specialist (SME) <p>We are seeking an experienced <strong>Tyler Munis Subject Matter Expert </strong>(SME) with expertise in<strong> ETL (Extract, Transform, Load) and data migration</strong>. In this role, you will be responsible for migrating historical loan data and attachments into the Tyler Munis financial tracking system. The ideal candidate will have experience working with Tyler Munis, managing complex data migration processes, and handling unformatted Excel dumps. You will work closely with the finance team, business analysts, and IT stakeholders to ensure a seamless transition of data into the new system, ensuring accuracy and integrity throughout the process.</p><p>Key Responsibilities:</p><ul><li>Lead the migration of loan data into the Tyler Munis system, ensuring proper data transfer, format, and accuracy.</li><li>Work with various stakeholders including finance, budget analysts, and IT to understand data requirements and system needs.</li><li>Create and implement ETL scripts to extract and move historical data to Tyler Munis, including attachments.</li><li>Troubleshoot data discrepancies and ensure data integrity throughout the migration process.</li><li>Collaborate with the finance team to ensure proper mapping and transformation of loan data to meet financial tracking needs.</li><li>Work closely with the director of IT and other project stakeholders to ensure timely and accurate migration.</li><li>Provide training and support to users involved in the transition to Tyler Munis, including finance and budget analysts.</li><li>Stay updated on Tyler Munis capabilities, trends, and best practices for data migration.</li><li>Manage a 1-2 month project timeline, working up to 40 hours/week to ensure successful data migration.</li></ul><p>Apply now for immediate consideration.</p> Sr. Financial Planning & Analysis Manager <p>Position Title: Senior Manager, Financial Planning and Analysis (FP& A)</p><p><br></p><p>Position Summary:</p><p>The Senior Manager, Financial Planning & Analysis (FP& A) is responsible for planning, forecasting, reporting, long-term financial management, and supporting strategic initiatives. The role involves identifying, modeling, and recommending solutions for financial risks and opportunities, while communicating financial plans and strategies to team members and leadership. This position requires strong analytical, communication, and leadership skills and reports directly to the Head of Finance.</p><p><br></p><p>Essential Responsibilities:</p><p><br></p><p>Provide strategic guidance and sound business decision support through financial analysis, collaboration, and strategic prioritization.</p><p>Develop and maintain financial models and dashboards to analyze historical performance, forecast trends, and evaluate business opportunities.</p><p>Create and present the annual operating and capital budgets, maintain rolling forecasts, and report monthly and quarterly results.</p><p>Fulfill and manage ad hoc requests, including complex analyses and cross-functional projects.</p><p>Assist departments with business cases to support capital requests.</p><p>Identify and analyze trends and recommend or implement cost-saving initiatives.</p><p>Build relationships across departments to foster collaboration.</p><p>Mentor and develop team members in financial modeling, data analysis, and best practices.</p><p>Contribute to the professional growth and engagement of team members.</p><p>Manage special projects and perform other complex duties as assigned.</p><p>Minimum Experience and Qualifications:</p><p><br></p><p>Bachelor’s degree in Accounting, Finance, Mathematics, Computer Science, or a related field</p><p>Six years of progressive experience in financial planning & analysis, including at least three years in a managerial role.</p><p>Advanced knowledge of financial concepts, accounting principles, and corporate finance.</p><p>Proficiency in financial modeling and data analysis using Excel, Google Sheets, and AI tools.</p><p>Experience with business planning tools such as SAP (BPC), Oracle (Hyperion), or similar systems.</p><p>Strong communication and presentation skills, with the ability to present complex information clearly.</p><p>Leadership and management skills to build and motivate a high-performing team.</p><p>Ability to work independently and collaboratively in a dynamic environment.</p><p>Attention to detail and strong problem-solving abilities.</p><p>Availability for occasional overnight travel (10%).</p><p>Preferred Experience and Qualifications:</p><p><br></p><p>Master’s degree in Business Administration (MBA), Accounting, or Finance.</p><p>Seven years of progressive experience in financial planning & analysis.</p><p>Expertise with enterprise financial systems (ERP, EPM) and business intelligence tools (e.g., Tableau, Power BI, Google Data Studio).</p><p>Experience working with relational and multidimensional databases. If you meet the requirements please apply online.</p> Accounting Manager/Supervisor <p>We are offering an exciting opportunity for an Accounting Manager/Supervisor in Miramar, Florida. As part of our team, you will be integral in managing complete accounting and finance cycles in the manufacturing industry. </p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage all accounting functions.</p><p>• Maintain and update accounting software systems.</p><p>• Handle accounts payable and accounts receivable operations.</p><p>• Conduct routine auditing to ensure financial compliance.</p><p>• Manage billing functions effectively and efficiently.</p><p>• Utilize NetSuite and Concur for various accounting tasks.</p><p>• Take charge of budgeting and forecasting to align with financial goals.</p><p>• Implement and manage ERP - Enterprise Resource Planning for optimized business processes.</p><p><br></p><p>Call Nadine Badran at 786-521-2343 for consideration or please apply.</p> Compensation Manager <p>We are offering an exciting opportunity for a Compensation Manager to join our client's team. As a Compensation Manager, you will be involved in a wide range of responsibilities, from handling payroll activities to advising on remuneration and retirement matters. This position plays a key part in our Human Resources department, providing crucial support across three companies.</p><p><br></p><p>Responsibilities</p><p>• Oversee the implementation, maintenance, and review of payroll processing systems to ensure accurate and timely processing of salaries, benefits, garnishments, taxes, and other payroll transactions.</p><p>• Manage remote payroll and support personnel, fostering a collaborative and efficient working environment.</p><p>• Ensure all remuneration activities comply with company policies, procedures, and relevant federal, state, and local laws.</p><p>• Oversee various benefits programs, manage associated vendors, and conduct market analysis to recommend possible improvements or enhancements to the HR department.</p><p>• Conduct in-depth salary analysis to support the development of a comprehensive North American compensation strategy.</p><p>• Administer and manage varied 401k, Pension, and Medical Retirement programs for the North American business units and conduct market analysis in partnership with the HR department.</p><p>• Support the HR department in forecasting annual personal expenses on a monthly, quarterly, semi-annual, and annual basis.</p><p>• Collaborate with the Finance team to ensure all month-end HR reporting is submitted accurately and before deadlines.</p><p>• Manage both internal and external audits related to compensation.</p><p>• Review and process HR-related invoices and charges, approving or denying costs as required by law or policy.</p><p>• Support the onboarding and exiting processes for newly hired or separating employees.</p><p>• Maintain a detail-oriented relationship with our ADP, Inc. vendor and handle all requested reports related to compensation and the Human Resources team.</p> Tax Manager - Public We are offering an exciting opportunity for a Tax Manager in the Public sector. The role is based in West Palm Beach, Florida, 33409, United States. As a Tax Manager, you will manage high-net-worth client engagements, provide tax compliance, planning, and consulting services, and engage in trust and estate planning. The role involves reviewing staff deliverables, handling complex tax returns, conducting research, and providing strategic tax solutions. Training staff and maintaining strong client relationships while ensuring timely, high-quality results are also part of this role.<br><br>Responsibilities<br><br>• Lead high-net-worth client engagements, delivering tax compliance, planning, and consulting services<br>• Oversee the preparation and maintenance of accurate financial statements in accordance with GAAP<br>• Participate in client development and retention for existing and prospective clients<br>• Manage complex tax returns, conduct research, and provide strategic tax solutions<br>• Review and manage staff deliverables, including tax returns, extensions, and tax planning calculations for various entities<br>• Handle larger accounts and oversee high-value client engagements<br>• Develop and review tax planning projections for estimated tax liabilities<br>• Assist clients with tax-related issues, including notices, collections, and appeals<br>• Conduct thorough research on complex tax issues to provide informed advice<br>• Build and maintain strong client relationships with a focus on understanding their businesses and needs<br>• Train, mentor, and evaluate staff, fostering their growth in detail-oriented tasks<br>• Stay current on tax and accounting principles, practices, and regulations<br>• Manage invoicing, fee communication, and collections as needed<br>• Provide innovative tax strategies and identify potential tax risks<br>• Sign tax returns as part of client service responsibilities Sr. Accountant <p><strong>We are seeking a Senior Accountant to join this well known, publicly traded, financial services firm in Fort Lauderdale. If you are seeking an opportunity to join a staple in the industry, and be a part of a well oiled machine accounting department, this is the role for you!</strong></p><p><strong>Position Summary</strong></p><p>The Senior Accountant will be responsible for key functions within the monthly close process, including reconciliations, journal entries, preparation of supporting schedules, and consolidations. Reporting to the Accounting Manager, this role will collaborate with Finance, Internal Audit, and other departments.</p><p><strong>Key Responsibilities</strong></p><ul><li>Perform reconciliations for ACH transactions, bank accounts, and investment accounts.</li><li>Ensure data consistency across multiple financial systems through reconciliation processes.</li><li>Generate system reports essential for month-end close activities.</li><li>Maintain and update key schedules related to the closing cycle.</li><li>Support monthly financial analysis, including general and administrative (G& A) expense reviews and fluctuation analyses.</li><li>Prepare and post both recurring and non-recurring journal entries.</li><li>Upload Accounts Payable data into the General Ledger system.</li><li>Execute financial consolidations at various organizational levels.</li><li>Respond to external auditor requests and provide necessary documentation.</li><li>Assist with the preparation or review of SEC filings (10Q/10K) as needed.</li><li>Contribute to the review and analysis of Investor Relations materials.</li><li>Provide support to team members as needed.</li><li>Complete assigned special projects and tasks as directed.</li><li>Coordinate with internal auditors and fulfill requests.</li><li>Maintain regular and reliable attendance.</li><li>Adhere to company policies and procedures as outlined in the employee handbook.</li></ul><p><br></p> D365 FO Project Manager <p>We are seeking an experienced D365 F& O Project Manager to lead and coordinate a full-scale Dynamics 365 Finance & Operations (F& O) implementation. This contract role requires a highly organized, results-driven professional with a strong background in ERP implementations, Agile methodologies, and stakeholder coordination. The position is for a long-term contract opportunity. If you are interested, apply today! </p><p><br></p><p>Key Responsibilities:</p><ul><li>Lead and manage the full lifecycle of the D365 F& O implementation, ensuring project milestones and deliverables are met.</li><li>Coordinate multiple teams, including internal stakeholders, consultants, and third-party vendors, to ensure smooth execution.</li><li>Establish and enforce project governance, defining clear roles, responsibilities, and communication structures.</li><li>Implement Agile/Scrum methodologies to drive efficient project execution.</li><li>Utilize strong project management fundamentals to manage scope, timelines, risks, and budgets.</li><li>Regularly report on project status, risks, and mitigations to senior leadership.</li><li>Develop and maintain documentation, including project plans, risk assessments, and stakeholder reports.</li><li>Leverage Excel and PowerPoint to track key performance indicators and present updates.</li></ul> Accounting Manager/Supervisor <p>We are offering an exciting opportunity in the investment management industry in Boca Raton, Florida. The role is for an Accounting Manager/Supervisor who will be integral to our operations. This role involves working in our office, handling major banking transactions and intercompany operations. It will also involve working with a large ERP and different software like, SAP, Great Plains, and Timberline, across a diverse range of industries such as hospitality, manufacturing, real estate, etc,. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Handle accounting operations and HR administrative tasks</p><p>• Manage significant bank wire transactions</p><p>• Oversee and coordinate intercompany operations </p><p>• Utilize ERP - Enterprise Resource Planning for efficient workflow</p><p>• Use accounting software systems such as Sage Timberline and Microsoft Great Plains for various tasks</p><p>• Handle month-end close operations and adjusting journal entries</p><p>• Record, review, and prepare journal entries, ensuring accuracy</p><p>• Manage bank account reconciliation, monitor bank balances and transactions</p><p>• Oversee cash balance and cash activity, including cash applications</p><p>• Manage daily cash flows and movements effectively.</p><p>Human Resources and high level admin tasks are about 20% of the job as well.</p> Controller <p><strong>Job Title: Controller </strong></p><p><strong> </strong></p><p><strong>Job Overview:</strong> We are seeking a highly skilled and detail-oriented Controller to manage the financial operations of our company. This individual will be responsible for overseeing accounting functions, ensuring the accuracy and integrity of financial records, and maintaining compliance with accounting standards. The Controller will have extensive experience in cash forecasting, <strong>managing multi-currency accounts</strong>, and working with line of credit arrangements. The role also requires expertise in accrual-based accounting and the development and enforcement of Standard Operating Procedures (SOPs). Experience with QuickBooks Online is a plus.</p><p><strong> </strong></p><p>Multi-currency experience is a must have for this role.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Cash Forecasting & Cash Flow Management</strong>: Develop and manage cash forecasts to ensure sufficient liquidity for operations, capital needs, and growth initiatives.</li><li><strong>Multi-Currency Accounting</strong>: Oversee the accounting and reporting of transactions in multiple currencies, ensuring accurate conversion and reporting for international operations.</li><li><strong>Financial Reporting</strong>: Prepare and present detailed financial statements, balance sheets, income statements, and cash flow reports to management and external stakeholders.</li><li><strong>Internal Controls & SOPs</strong>: Develop and maintain Standard Operating Procedures (SOPs) for accounting and finance functions, ensuring adherence to best practices and internal controls.</li><li><strong>Audit & Compliance</strong>: Coordinate with external auditors and ensure compliance with regulatory requirements and accounting standards.</li><li><strong>Team Leadership</strong>: Manage and mentor junior accounting staff, ensuring they adhere to company policies and maintain high standards of accuracy and efficiency.</li><li><strong>System & Process Improvement</strong>: Recommend and implement process improvements to increase efficiency, accuracy, and scalability of accounting operations, including the potential integration of new tools and software solutions.</li><li><strong>QuickBooks Online Management</strong>: Maintain and optimize QuickBooks Online system for daily accounting operations, ensuring timely and accurate financial records.</li></ul><p><strong> </strong></p><p><strong>Required Qualifications:</strong></p><p><br></p><ul><li>Experienced Controller with a PE or venture-backed company</li><li>Experienced working in NetSuite or similar ERP system</li><li>Comfortable in an individual contributor and management role. Willing to roll-up your sleeves and get things done</li><li>Bachelor’s degree in Accounting, Finance, or related field (CPA or equivalent certification preferred).</li><li>Proven experience in developing and maintaining Standard Operating Procedures (SOPs) in an accounting environment.</li><li>Familiarity with QuickBooks Online or similar accounting software; ability to optimize its use for company accounting need</li></ul> Controller <p>We are offering an exciting opportunity for a Controller in the Telecom Services industry. The position is based in Deerfield Beach, Florida, United States. The successful candidate will be responsible for maintaining the financial health of our operations, and ensuring the accuracy and efficiency of our financial systems and procedures.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Overseeing the company's accounting functions to ensure accuracy and compliance with regulations and standards.</p><p>• Handling Accounts Payable (AP) and Accounts Receivable (AR) to ensure smooth financial operations.</p><p>• Implementing and managing CRM and Crystal Reports for improved data management and business processes.</p><p>• Conducting regular audits to ensure financial transparency and compliance with financial regulations.</p><p>• Overseeing the month-end close process to ensure timely and accurate financial reports.</p><p>• Managing the budget processes to ensure financial efficiency and profitability.</p><p>• Utilizing NetSuite for efficient financial operations and data management.</p><p>• Overseeing the asset inventory to ensure accurate financial records.</p><p>• Ensuring compliance with ASC 606 and ASC 842 standards for financial reporting and lease accounting.</p><p>• Using Netsuite and other accounting systems - Financial Services for efficient financial management.</p> Controller We are offering a long term contract employment opportunity for a Controller in the industry of accounting and finance, located in Port St Lucie, Florida. The workplace offers a hybrid schedule, primarily onsite. <br><br>Responsibilities:<br>• Review and manage financial statements, including monthly rollups and depreciation<br>• Handle reporting activities for clients with less than $5M<br>• Oversee line of credit (LOCs) and tax related matters<br>• Conduct regular reconciliation of ledger accounts<br>• Ensure compliance with relevant laws and internal processes<br>• Utilize accounting software systems, including QuickBooks and larger ERP systems, to manage accounting functions<br>• Manage accounts payable (AP) and accounts receivable (AR)<br>• Perform auditing tasks as required<br>• Hold a CPA designation and use this expertise in reviewing financial statements<br>• Oversee fixed asset depreciation and monthly depreciation<br>• Potentially supervise a small staff team<br>• Communicate updates to clients via email or phone regarding their books for final review. Sr. Accountant <p>We are seeking a highly motivated and experienced, hands-on Sr. Accountant with at least 3-5 years of full cycle experience to join our Accounting team. The Sr. Accountant will have an opportunity to advance to an Accounting Manager in the future. You will be responsible for managing the company's financial accounts, documenting and maintaining day to day financial transactions, and following proper accounting procedures to reach financial objectives.</p><p><strong>Duties:</strong></p><p>- Reconciliation of company accounts and month end close process</p><p>- Prepare financial statements and analysis for the whole of the company</p><p>- Maintain and oversee all accounting procedures and processes</p><p>- Follow and comply with Generally Accepted Accounting Principles(GAAP) for financial statements</p><p>- Record and research all financial information for analysis</p><p>- Oversee budget reports, preparation of budgets, and analysis of budgets</p><p>- Document and interpret complicated financial information for executives</p><p>- Advise on the procedures and financial management as well as developing systems and solutions</p><p>- Forecast and plans according to fiscal needs</p><p>- Documenting day to day financial transactions details and monitoring transactions.</p><p>- Identify new business opportunities and generate leads through market research and networking</p><p>- AR and AP Management.</p><p>- Build and maintain strong relationships with existing clients, ensuring their satisfaction and addressing any concerns or issues that may arise</p><p>- Prepare sales proposals and contracts</p><p>- Collaborate with cross-functional teams to ensure successful implementation of solutions</p><p>- Stay up-to-date with industry trends, technologies, and best practices</p><p>- Coordinating with senior management and outside accounting firms on the preparation of</p><p>annual tax returns.</p><p><strong>Qualifications:</strong></p><p>- BA/ BA in Accounting required, Finance, Business with an emphasis in Accounting, or a related field</p><p>- Previous experience (3 year minimum) as an accounting supervisor, or manager</p><p>- Proficiency with accounting software <strong>ZohoBooks </strong>(preferred)</p><p>- Experience with a software system implementation a plus</p><p>- Exceptional knowledge of finance, accounting, budgeting, cost accounting and cost control principles and Generally Accepted Accounting Principles (GAAP)</p><p>- Excellent written and verbal communication skills</p><p>- Advanced knowledge of bookkeeping and accounting best practices, laws, standards, and state/national regulations</p><p>- Understanding of Construction or Permit Expediting is a plus.</p><p>- Ability to manage employees, while multi-tasking large projects</p><p>- High levels of accountability</p><p>- Solid references or letters of recommendation.</p><p>- Excellent leadership skills with the ability to motivate and inspire others</p><p>- Ability to work independently as well as collaboratively in a team environment</p><p>We offer opportunities for professional development and career advancement.</p><p>If you are a results-driven individual with a passion for sales and technology, we would love to hear from you. Please submit your resume along with a cover letter detailing your relevant experience.</p><p><br></p><p> </p> Accounts Payable <p>We are looking for an Accounts Payable Specialist to join our team in Delray Beach, Florida. In this role, you will be expected to ensure smooth operations within the Accounts Payable department, serve as a point of contact between various departments and vendors, and uphold financial accuracy for the company entity.</p><p>Responsibilities:</p><p><br></p><p>• Accurately and efficiently process customer credit applications</p><p>• Maintain precise records of customer credit</p><p>• Respond promptly and professionally to internal and external inquiries</p><p>• Reconcile the accounts payable ledger to ensure all bills and payments are accounted for and correctly posted</p><p>• Investigate and resolve any discrepancies by reconciling vendor accounts and vendor statements</p><p>• Resolve payment disputes between all responsible parties</p><p>• Generate reports detailing the status of accounts payable</p><p>• Maintain and promote excellent vendor relations</p><p>• Research, track, and rectify accounting or documentation problems and discrepancies</p><p><br></p> Family Office Controller, majority Remote/Ft Laduerdale-Mia <p>We are offering an exciting opportunity for a Controller (majority Remote) at an organization in the Ft Lauderdale area. In this role, you will be handling a wide range of accounting tasks, from processing financial transactions to maintaining accurate records and reconciling accounts. Your work will be crucial in ensuring the efficient operation of the financial department.</p><p> </p><p>Salary: $150-$175,000 + Bonus from 10-20% to be discussed</p><p>Benefits: generous comprehensive package</p><p> </p><p>Schedule: standard business hours M-F; with a <strong>Majority Remote schedule</strong> (and In-office 1-2 days depending as needed; with the flexibility for meetings as needed in areas through Miami and Broward)</p><p> </p><p>This is an exciting opportunity to join a proven and stable organization with year to year growth, and lead continued financial success with your own team.</p><p> </p><p>The ideal candidate has experience from Family Office or transferable skills overseeing accounting for Multi-entities, Real-Estate portfolio and Investments. Experience from Financial Services is also a plus. And around 6-10 years of proven success in a C Level Suite role with a hands on approach, communicating with executive ownership on the day-to-day and building a department. A CPA is preferred or experience from Public Accounting. Working knowledge of QuickBooks. The ability to communicate in both English and Spanish is very useful. Responsibilities include:</p><p> </p><p>• Supports Executive owners with an outlook of the finances, planning and recommendations for effective decision-making to meet goals</p><p>• Oversees the day-to-day accounting processes with a hands on approach to streamline efficiencies, implement policies and procedures and compliance</p><p>• General Ledger Accounting, various reconciliations, maintaining chart of accounts and accuracy</p><p>• Financial statements preparation; month end close process</p><p>• Creates various Budget outlines and monitoring of transactions and expenses for operating, business, household etc.</p><p>• Variance analysis and projections</p><p>• Accounting tasks including but not limited to Accounts Payable (AP), Billing, Accounts Receivable (AR), and Payroll</p><p>• Reconcile allocation of expenses, ensuring correct accounting of incoming funds</p><p>• Ensure accuracy in all accounting functions, and to limit errors as much as possible</p><p>• Conduct regular auditing to maintain financial integrity; Tax; KYC; and other compliance</p><p>• Supervisory and mentorship of staff from 2-3, building a department and cultivating a dynamic culture </p><p><br></p><p><br></p> Controller <p>We are offering an exciting opportunity for a Controller in the Ground Transportation trucking industry at our Opa-Locka, Florida location. The selected candidate will be responsible for managing the full cycle of accounting operations and leading a team. This role is pivotal in maintaining our company's financial health and making sure we meet our financial goals.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage the full accounting cycle to ensure accuracy and efficiency</p><p>• Lead and manage a team of 6 employees, fostering a supportive and collaborative environment</p><p>• Utilize accounting software systems to streamline processes and improve productivity</p><p>• Oversee accounts payable and accounts receivable to ensure timely and accurate processing</p><p>• Implement and manage the budget processes, ensuring alignment with the company's financial goals</p><p>• Conduct regular audits to ensure compliance and accuracy in financial records</p><p>• Utilize CRM and Crystal Reports to generate comprehensive financial reports</p><p>• Leverage skills in 3M and ADP - Financial Services to manage financial operations</p><p>• Regularly review and update accounting functions and processes for continuous improvement</p><p>• Handle customer inquiries professionally and promptly, maintaining high levels of customer satisfaction.</p><p><br></p><p>Reach out to Nadine Badran for consideration</p> Controller <p>We are seeking a Family Office Controller in Jupiter, Florida to join our client's team. This role involves overseeing personal bill-paying services, financial management, personal accounting services, and trust management. You will also be providing accounting services for multiple entities. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee personal bill-paying services and manage all aspects of it</p><p>• Handle the management and organization of mail packages and electronic/emailed invoices</p><p>• Carry out financial management duties including processing transfers between accounts based on funding needs and assisting with drafting requests for outgoing wires</p><p>• Perform daily updates of cash schedule, reflecting all cash activity and upcoming payments due</p><p>• Conduct monthly reconciliation of checking, money market accounts and credit card balances</p><p>• Maintain general ledger using QuickBooks Online</p><p>• Monitor bank account balances and transaction activity daily</p><p>• Assist with the management of documents generated from private equity investments and with capital calls</p><p>• Manage eMoney portal, updating account balances as needed</p><p>• Oversee transactions related to the Opportunity Trust, including account transfers related to distributions and processing of checks for tax payments and other payments</p><p>• Coordinate with external family advisors for personal accounting services</p><p>• Provide bill-paying services for multiple entities, including managing payments for independent contractors and employees if applicable.</p> Controller <p>We are exclusively working with a fast growing Commercial Real Estate company in Delray to help them find their next Controller! The right person for the job will be experienced in M& A, Commercial Real Estate, CAM recs, working in 50+ bank accounts and managing 40+ properties, managing a lean Accounting team, and primed for growth to CFO.</p><p><br></p><p><br></p> Controller <p>We are looking for a Controller to join our team in Pompano Beach, Florida. In this role, you will be at the heart of our wholesale company's accounting and finance operations, combining hands-on management with strategic oversight. You will be responsible for leading major accounting functions, offering financial insights to leadership, and enhancing operational efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Directing the daily operations of accounts payable/receivable, payroll, general ledger, and tax compliance to ensure accurate and efficient accounting operations.</p><p>• Monitoring and optimizing cash flow to maintain financial health and operational readiness.</p><p>• Developing, enforcing, and maintaining internal controls to protect assets, adhere to financial regulations, and ensure reporting accuracy.</p><p>• Managing and mentoring the accounting team, fostering a culture of collaboration, growth, and accountability.</p><p>• Evaluating and enhancing financial procedures to increase efficiency, accuracy, and productivity within the department.</p><p>• Providing actionable financial insights to company leadership, highlighting trends, addressing risks, and identifying opportunities for improvement.</p><p>• Processing customer credit applications accurately and efficiently.</p><p>• Maintaining accurate customer credit records.</p><p>• Utilizing software systems, such as 3M, ADP - Financial Services, and CRM, to perform accounting functions and generate reports.</p><p>• Conducting regular audits to ensure compliance with financial regulations and best practices.</p><p>• Overseeing budget processes and month-end close operations.</p> Controller We are actively seeking a Controller for a real estate development and property management firm based in Miami, Florida. This opportunity will require a detail-oriented individual with experience in Common Area Maintenance (CAM) reconciliation and proficiency in Yardi software. <br><br>Responsibilities:<br>• Oversee all accounting functions, ensuring accuracy and compliance.<br>• Utilize Yardi and other accounting software systems to manage financial data.<br>• Handle Accounts Payable (AP) and Accounts Receivable (AR) processes, ensuring all transactions are carried out efficiently.<br>• Conduct regular audits to verify financial information and procedures.<br>• Facilitate CAM reconciliation processes to ensure accurate billing.<br>• Leverage CRM and Crystal Reports to analyze and present financial data.<br>• Manage budget processes, including planning, tracking, and reporting.<br>• Use 3M and ADP - Financial Services tools to streamline financial operations.<br>• Proactively monitor customer accounts and take necessary action when needed.<br>• Resolve customer inquiries related to financial matters in a timely and detail-oriented manner.