A Controller directs and oversees the treasury of a government, private corporation or non-profit organization, and may oversee the investment of funds. Supervises the quality of accounting and financial reporting within an organization, and directs preparation of reports that show the financial position of an organization.
Lead, develop, and hold accountable a high-performing accounting team by establishing clear expectations, effective delegation, standardized processes, succession planning, and a culture of professionalism, discretion, continuous improvement, and exceptional service. Oversee the general ledger, account reconciliations, month-end close, financial reporting, and annual financial statement processes across multiple entities and complex ownership structures, ensuring timely, accurate, complete, and decision-useful reporting. Maintain strong oversight of cash activity, bank accounts, transfers, liquidity needs, reconciliations, funding requirements, disbursements, capital activity, and the annual cash audit process, with appropriate controls over cash movement and reporting. Strengthen accounting systems, workflows, reporting structures, documentation, calendars, standard operating procedures, automation, and internal controls to improve accuracy, scalability, confidentiality, risk mitigation, and operational effectiveness. Coordinate tax, audit, and external reporting support by overseeing accounting schedules, workpapers, reconciliations, and supporting documentation while serving as a primary liaison to external auditors, advisors, and professional service providers. Partner proactively with family members, Fernwood leadership, cross-functional teams, and external advisors to anticipate reporting needs, analyze results, identify trends, resolve issues, support special projects and transactions, and communicate financial information clearly and discreetly. Other projects or duties as assigned
