I am currently in search for a hybrid CPA person that has some treasury experience, combined with FP&A and strong GL reconciliation and problem-solving skills.  Would prefer to have someone with at least 5 years of experience.  The position is based in Greenville, SC.  Unfortunately this would have to be a local hire as we do not have a relocation budget for this position.

Assistant Controller

The Assistant Controller will report directly to the Financial Controller. Assistant Controller should be experienced in all aspects of financial management, partnership and corporate accounting, financial reporting, budget and forecasts preparation, as well as the development of internal control policies and procedures.

Responsibilities:

• Assist Controller with the management of all accounting operations including Billing, A/R, A/P
• Coordinate and assist with the preparation of the budget and financial forecasts and report variances
• Prepare and publish timely monthly financial statements
• Coordinate and assist with the preparation of documentation required for annual and periodic audits
• Research technical accounting issues for compliance as needed
• Support month-end and year-end close process
• Ensure quality control over financial transactions and financial reporting
• Manage and comply with local, state, and federal government reporting requirements and tax filings
• Develop and document business processes and accounting policies to maintain and strengthen internal controls
• Additional duties as necessary

Requirements:

• Must have a Bachelors degree in Accounting
• 5+ years of overall combined accounting and finance experience
• 1+ year(s) of management experience
• Thorough knowledge of accounting principles and procedures
• Experience with financial statement preparation
• Experience with general ledger functions and the month-end/year-end close process
• Experience with various accounting software administration – Quickbooks experience a plus
• Excellent verbal and written communication skills and demonstrated ability to communicate effectively
• Advanced MS skills including Vlookups and pivot tables
• Strong attention to detail

Manager of Financial Planning and Analysis

• Responsible for preparing the company’s Budget in partnership with the FP&A Director & team members, and members of the Leadership Team.
• Prepare and revise monthly and quarterly forecasting (Income Statement, Balance Sheet, Cash Flows, & Capital Planning) as the fiscal year progresses and analyze financial and operational results to better understand company performance
• On a monthly basis, provide explanations for variances from budget, forecasts, and prior years.
• Provide financial support to business leaders, ensuring achievement of financial and operating targets and influence & persuade stakeholders across various functions of the business when appropriate.
• Serve as the financial liaison in partnership with the merchandise and inventory teams to develop annual merchandise financial planning budgets and forecasts
• Assist with preparation of quarterly financial information to the Executive Leadership
• Prepare other ad hoc analyses for CFO and other Leadership Team members as requested; including business case development, ROI/IRR calculations,

What We’re Looking For:

• 5+ years of financial planning & analysis experience with increasing finance management responsibilities
• Bachelors Degree in Finance or Accounting, MBA a plus
• CFA or CPA certifications a plus
• Strong analytical skillset with ability to synthesize large amount of data, identify trends and drivers
• Advanced SQL Queries, Microsoft Excel and PowerPoint skills
• High level of accuracy and attention to detail with ability to solve complex problems
• Excellent leadership skills as well as written and verbal communication skills
• Strong interpersonal skills to deal effectively with variety of colleagues and management styles

• The Senior Financial Analyst, Brand is a strong business partner to the general management team responsible for a portfolio of brands.
• Partner with cross-functional teams to provide recommendations and ensure sound financial decisions are made for the organization.
• Perform complex financial analyses, interpret financial data, present analyses along with recommendations to management, and lead small teams on ad-hoc projects.
• Responsibilities may include forecasting, Annual Operating Plan (AOP), strategic planning, metrics & scorecarding, and duties related to period close.
• Senior Financial Analyst reports to the Manager, Finance.
• Minimum 2 years related experience preferred.
  

• Be a partner for specified function on accounting and finance related questions. This will involve the ability to assess needs, resolve risks and opportunities on time, and communicate issues/business results.
• Participate in the preparation and compilation of the annual operating plan (AOP) and strategic plan for assigned component of the P&L and related balance sheet accounts.
• Update the monthly forecast for assigned department based on business changes.
• Communicate changes to business partners by providing specific, applicable, and forward-looking commentary on the changes as well as guidance on potential risk.
• Participate in monthly consensus meeting on items such as volume, trade, and advertising and promotional spending.
• Contribute to month-end/quarter-end close activities to ensure completion of assigned tasks, including identification and resolution of unusual variances and issues.
• Provide comprehensive financial analysis and models for requests depending on the assigned function (product development, customer analysis, competitive analysis, pricing, etc.).
• Oversee project work that will rotate and cut across several different financial disciplines including, FP&A, new product development, manufacturing investments, and in-market investments.
• Lead the development of metrics, scorecards and reporting for assigned function.
• Evaluate and provide commentary for periodic metrics, scorecards, and reports
• Provide FP&A support as needed.
• Participate and/or lead various finance-wide projects; level of involvement will vary depending on needs.
  

Position Qualifications

• Bachelor's degree in Accounting or Finance required.
• MBA or CPA/CMA certification preferred.
• Minimum 2 years of professional general business and financial experience.
• Experience in P&L management, along with knowledge of financial systems and general accounting concepts.
• Ability to build partnerships with internal customers, peers and manage those relationships.
• Experience working across multiple departments to complete a project or resolve an organizational challenge.
• Knowledge of Excel functions such as VLOOKUP, INDEX/MATCH, Conditional Formatting, Pivot Tables, Conditional statements (“IF”, “OR”, “AND”), and SUMIF/SUMIFS.
• Experience with SAP BPC, Power BI, or other software tools preferred.
• At this time, we require applicants for this role to be legally authorized to work in the United States without requiring employer sponsorship either now or in the future.
  

Summary

The Operations Controller is a highly visible position that drives manufacturing financial improvement and key business decisions for a multiple manufacturing and distribution division headquartered in Sacramento, California.   The Operations Controller will provide analysis, solutions and collaboration between the manufacturing, sales and financial disciplines.  The position will be responsible for maintaining a control environment that complies with the Company’s internal control policies and Sarbanes-Oxley.

Job Duties

• Manages plant level financials including productivity measurements, product costing, cost of goods sold and inventory valuation.
• Supplies financial analysis of capital expenditure requests and plant productivity initiatives.
• Important participant in driving cycle count process adherence and count result improvement.
• Partners with Sourcing/Manufacturing to minimize costs, improve quality and drive margin improvement.
• Ensures bill of material structures and updates accurately reflect company inventory valuation policy and proper product costing.
• Performs KPI metrics/reporting, variance analysis and product line profitability reporting data/support.
• Produces ad hoc analysis and reports providing financial information, support and guidance to Operations Team and Division/Corporate management.
• Provides budgeting/forecasting requirements at the plant and warehouse levels.
• Promotes a safe and inclusive work force.
• Ensures that there is an effective and efficient system of internal controls including SOX/GAAP compliance, data integrity, segregation of duties, data integrity and adherence to corporate policies.

Qualifications

• Bachelor’s degree in Accounting or Finance
• MBA, CMA and/or CPA preferred
• Minimum of 6 years in finance positions related to manufacturing and in a manufacturing environment. 
• Demonstrated problem solver in productivity improvement.
• Strong analytical skills
• Excellent skills in the use of Excel, PowerPoint and Word.  SAP a plus.

Director

• Are you looking for a unique and exciting opportunity that will allow you to tap into a variety of accounting and tax skills?
• Would you like to work in tax without the hours requirements of a traditional CPA firm?
• A family office environment is very team?oriented, and a career at Vogel will expose you to a variety of disciplines that integrate taxation, financial planning, business structuring, estate planning and investments.

 

• The Director is the liaison between the Firm, the Client, the Staff and the client’s other third party advisors.
• He/she is responsible for all phases of a client relationship, which is ultimately the timely delivery of all family office services to each family and family group assigned.

 

Essential Duties and Responsibilities include, but are not limited to:

• Communicate with clients in both a proactive and highly responsive manner; must be actively engaged in client communication and possess a thorough knowledge of all facets of the client’s business and personal financial goals in order to deliver valuable recommendations and solutions
• Grow and expand the name recognition of Vogel Consulting through involvement in high?profile community organizations including accepting opportunities to represent the Firm at professional speaking engagements, seminars, conferences and family meetings
• Deal directly with the client’s attorneys, custodians or brokers, taxing authority agents, and other third parties
• Continually review staff assignments, ensuring work load and skill sets are appropriately managed
• Evaluate internal controls related to assigned areas and suggest and implement improvements or enhancements as needed
• Manage business operations to increase efficiencies, productivity, and control write?offs
• Manage preparation of client billings in a timely manner and manage client base AR collections
• Manage all administrative duties related to assigned client base including but not limited to: accuracy of scheduling database; review budget to actual reporting regularly to determine if any issues need to addresses and preparation of client billing
• Seek opportunities for the firm to develop and grow future leaders, and participate in development and teaching of internal courses

 

Supervisory Responsibilities

• Regularly supervises two or more firm members. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

 

Qualifications

• CPA certification required. Bachelor’s degree in accounting or other major with tax and accounting coursework.
• Advanced degree with specialization in Taxation or Professional Accounting preferred.
• A minimum of six years direct experience in public accounting, Trust company, and/or wealth management required.
• Demonstrates the functional and technical industry knowledge and skills to do the job with a high level of accuracy.

 

Computer Skills

• To perform this job successfully, an individual should have knowledge of Quickbooks; Microsoft Outlook, Excel and Word. Knowledge of the following software specialty software packages is highly desirable:
• Prosystem Tax; Prosystem Trial Balance; BNA Income Tax Planner and Depreciation Solutions, Visual Practice Management and the ability to learn other software packages as needed.

• Are you looking for a unique and exciting opportunity that will allow you to tap into a variety of accounting and tax skills?
• Would you like to work in tax without the hours requirements of a traditional CPA firm?
• A very team?oriented environment at our company will expose you to a variety of disciplines that integrate taxation, financial planning, business structuring, estate planning and investments.
• As an Accounting and Tax Manager, you will assist and collaborate with directors and the CEO in the overall management of assigned client base.

• overseeing projects and schedules, supervising client service teams, and reviewing the work prepared by the staff accountants.

• Review and manage staff deliverables concerning tax returns, extensions, tax planning calculations, and write?up work for all entity types (C and S corporations, partnership, fiduciary, non?profit, and gift)
• Prepare and review complex tax planning projections for individual and corporate estimated tax liability
• Prepare complex federal and state individual income, gift tax, and estate tax returns
• Conduct complex tax research and present findings and conclusions
• Respond to IRS and state agency audits, inquiries, and tax notices
• Communicate with IRS and clients in connection with audits, inquiries, and tax notices
• Delegate projects to staff and provide accounting and tax assistance as needed
• Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters
• Lead department in knowledge of software, processes, and workflows
• Evaluate internal controls related to assigned areas and suggest and implement improvements or enhancements as needed
• Manage preparation of client billings in a timely manner and manage client base AR collections
• Direct ongoing employee training and assist with training for new hires 
• Seek opportunities for the firm to develop and grow future leaders, and participate in development and teaching of internal courses

• Regularly supervises two or more firm members. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

• CPA certification preferred. Bachelor’s degree in accounting or other major with tax and accounting coursework.
• 2?3 years previous staff accountant experience and at least 2 years reviewing tax returns and financial statements completed by other staff members

• To perform this job successfully, an individual should have knowledge of Quickbooks; Microsoft Outlook, Excel and Word. Knowledge of the following specialty software packages is highly desirable: ProSystem Tax; BNA Income Tax Planner and Depreciation Solutions, Visual Practice Management and the ability to learn
• other software packages as needed.

 

Key financial management responsibilities for budgets, forecasts, monthly accounting processes, monthly reporting processes and analytical support for Customer Brands.

• Serves as a financial expert to the Customer Brands leadership on complex initiatives with strategic importance.
• Plans and directs the development and analysis of financial budgets, forecasts and strategic plans. Evaluate business trends and growth rates with related impact on business results. Provides recommendations to management for establishing and achieving profit objectives. Assesses alternatives and overall financial performance to suggest appropriate course of action.
• Oversee the preparation of all sales and marketing forecasts including monitoring item level forecasts.
• Finance leader for NPD process including evaluation of financial risks & opportunities considering Company strategic objectives. Bid leadership and development for all customer brands.
• Participates in the identification of key business issues, supports analysis of capital expenditures, and leads the reporting needs of Customer Brands as well as SBUs.
• Business Leadership Team (BLT) member, responsible for planning, directing, and coordinating activities, projects and programs for the BLT and for the Finance organization.
• Monitor business operations within Customer Brands to ensure proper accounting, including licenses, royalties agreements, customer pricing, trade spending, and marketing agreements.
• Builds strong, effective high-performance teams. Influences and motivates for strong performance. Improves the performance of others through coaching/feedback. Strengthens the quality of talent through assessment, selection, placing the right people in the right positions. Identifies and develops future leadership and improves overall bench strength.

• This position will manage various aspects of the tax function in partnership with the Director of Accounting and Tax and external tax partners.
• Scope includes completing tax filings as well as supporting external tax provider for Federal, State, and Canadian tax quarterly and annual filings, Sales and Use Tax ownership, employment tax guidance.
• Other job aspects include participation in tax reduction initiatives, general ledger tax ownership, managing tax audits, and identification and mitigation tax risks.
• Management of internal tax data and providing required information to external tax partner that completes Federal and State tax returns and ensuring timeliness and accuracy of tax payments and refunds. Management of tax audits.
• Completion of various tax filings and returns that are prepared internally including Sales and Use Tax and other filings.
• Provide timely and accurate financial projections for tax related items including quarterly tax projections and tax rates including ownership of general ledger tax account activity. Provide tax related information to internal and external entities including external auditors.
• Identification of tax reduction opportunities and participation in execution of related initiatives and other special projects as required
• Oversight and management of the entity tax model including support for and allocation methodologies.
• Maintain current knowledge of tax legislation and tax changes and determination of the impact to the company.
• Provide guidance and oversight of the tax basis of various assets and liabilities as well as review of the tax provision
• Identification of continuous improvement opportunities including process improvements and tax software as well as identification and implementation of tax risk mitigation strategies.