Controller - Remote

*Please note that this position and all TGG positions are 100% remote. 

MIT - Most Important Thing:

To ensure the accuracy of the financial statements, interpret the results, communicate the financial results (we call it “telling the story”) in a manner that management and non-accountants can understand, and suggest business improvements that help achieve the clients’ goals. The Controller is the Client Lead and Project Manager for the client engagement to help manage the TGG and internal (client employee) teams

KPI’s - Key Performance Indicator:

• Client Retention  greater than 85% on an annual basis
• Employee Retention  greater than 85% on an annual basis
• All client engagements must be managed to a Gross Profit margin of 50% or better
• Positive client Triple Bottom Line performance where all TBL metrics are higher than one year ago
• Timesheets are entered daily
• Planned hours must be within +/- 10% of the actual hours
• On-time attendance at all mandatory company meetings
• 15Five review and submission completed weekly
• More than 90% of Financial Statement Delivery on or before the 15th
• Your average bill rate will be measured and compared to other accountants at your level
• Project plan to actual for clients must be within 10%
• A minimum of 32 billable hours per week (1600 per year). Individual bonus is paid for exceptional performance on the engagements
• Project plans for client engagements are submitted on or before the 25th each month

Job Descriptions by Outcome:

• Improving Client’s Lives
  • Ongoing
    • Coordinate with client advisors and professional service providers
    • Create strategies to minimize financial risk within the business (based upon Client’s goals)
    • Review of Accounting Manager responsibilities of chart of accounts maintenance
      • Create and improve accounting processes
    • Direct contact with client with a focus on client goals and deliverables
    • Look for way to cut costs and improve profitability
    • Mentor clients on The TGG Way processes and best practices
    • Serves as the main point of contact between the client and their team.
    • Improve internal controls for more accurate financials
    • Controls the engagement, plans the work for the team and holds them accountable to that plan
    • Fully understand the business owner’s goals
  • Weekly
    • Create and update weekly client dashboard
    • Review weekly project plan deliverables to ensure “fast close” procedures are followed
    • 13-week Cash flow forecasting and client communication *(required in low cash times)
    • Update the weekly project plan
    • Leads the weekly team meeting so the client team can discuss all the important topics and discussion points
  • Monthly
    • Responsible for financial packages’ accuracy and timeliness
    • Write monthly performance commentary and overview in financials; use charts and graphs to illustrate KPIs and Ratio analysis including gross profit metrics in order to tell the story of the financials.
    • Create and maintain project plans due the 25th of each month
    • Review / create and improve accounting processes and report progress to CFO
    • Review utilization and project planning / credit memos etc.
    • Final Approval of Accounting Manager’s Adjusting Journal Entries
    • Approve month-end workbook, and create the story to ensure accuracy sure accurate
    • Meet with clients to review their financials (upon delivery) 
    • Review of timesheet entries before invoices are sent out to clients to address task time and possible credit memos.
    • Responsible for the delivery and communication of financial package
    • Look for ways to cut costs and improve profitability
    • Clear communication between the client and team in order to deliver financials with monthly notes
    • Directs the design and appearance of the financial package in regards to graphs and charts
  • Quarterly
    • Review Accounting Manager’s 941 Reconciliation to P&L
    • Approving and reviewing process documents created by Accounting Manager
    • Challenge Accounting Manager on improving efficiencies
    • Preparation of reporting package for board meetings
    • Review benchmarking and ratio analysis and report on accuracy to the CFO
    • Review and reforecast
    • Financing document coordination and support
  • Annual
    • Tax and audit planning document coordination with CPA and advisors
    • Budget / Forecasting
  • As required
    • Board preparation
    • Handle escalated collection/dispute issues
    • Funding negotiations
    • Risk mitigation including compliance, regulatory reporting, insurance, safeguard assets, etc.
    • Review and approve chart of accounts setup
    • Build Excel financial reporting templates
    • Develops Accounting Department Org Chart

 

• Improving Employee’s Lives
  • Ongoing
    • Training for TGG employees and internal client staff
    • Recruit and interview candidates, screening for top talent and providing feedback to MD’s and / or HR
    • Guide the team and make sure everyone is setup for success
    • Assist the Staff Accountant and Accounting Manager on accounting issues with higher complexity as well as performing transactions with higher difficulty as higher accounting level knowledge is required for these transactions
  • Weekly
    • Discussions and coaching with Accounting Manager
    • Check in with the Accounting Manager on each client outside of weekly team meetings to avoid problems building up at each month-end close
  • Monthly
    • Review of utilization and gross profit metrics
    • Review personal career plan with Accounting Managers
    • Come up with a good project plan for the teams to be able to meet their goals
    • Verify the team is correctly assigned in IRIS
    • Time entry approvals in Bizinta each invoicing period
  • Quarterly
    • In-person performance reviews and goal review
    • Set personal career plan with Accounting Managers
    • Manage and review team bill rates
    • Get at least one client testimonial or case study from a client
    • Work with Marketing to consult on at least one piece of content (blog, checklist, e-book, etc.)
  • Annually
    • Host at least one TGG Morning Meeting

 

 

ABOUT TGG                                                                                                     

TGG specializes in establishing and operating accounting processes and producing high quality financial information for small and mid-sized businesses.  TGG provides timely, actionable information to management teams through detailed measurement, reporting and analysis of financial metrics and results.  By managing through numbers and metrics, companies are able to maximize income, understand their cash position, and improve visibility into the future performance of the business.

Accurate accounting combined with timely, insightful reporting is the cornerstone of TGG’s financial management practices.  TGG has implemented an objective set of best practices and measurable quality standards coined The TGG Way™.  High quality accounting and financial management allows management teams to maximize their effectiveness in leading organizations, creating a sustainable competitive advantage compared to organizations with lower quality financial management.

TGG works well with businesses that have existing internal accounting staff, and those that have no internal accounting staff.  We focus on supporting and training either accounting structure to provide highly effective results through a team of four levels (which is generalized as CFO, Controller, Accounting Manager and Staff Accountant).  Each level serves a specific purpose with individual level duties further described at the conclusion of this proposal.

 

 

 

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