Controller

NEW JOB ORDER
TITLE: Accounting and Finance Manager
EXCLUSIVE? No
RELOCATION AVAILABLE? No
100% VIRTUAL / HYBRID / IN OFFICE? In Office
“A” ORDER OR “B” ORDER: A
COMPANY:  The Employer Group (TEG)
Whole subsidiary of M3 Insurance so they have their own people and operate separately, with different culture, nothing branded m3 but m3 just owns them.
Since 1993, we’ve provided expert HR solutions to organizations of all sizes and across several industries. As THE Human Resource Resource, we specialize in all things payroll and HR-related, from providing direct deposits and preparing payroll tax forms to conducting HR assessments and creating employee handbooks. We’re also a registered PEO, which gives us the opportunity to provide a comprehensive level of service to our clients.
In 2007, Angie Heim, current owner and president, bought TEG after working as the company’s original payroll processor and business promoter for a number of year prior. Angie – a leader in the HR industry, a champion of community causes, and a valuable asset to TEG clients – has grown the company into the force it is today, all while establishing a unique office culture characterized by happy innovative employees.
SIZZLE:

• Outgoing team
• New/updated office – nice work environment
• Great team and culture – fun, easy going
• Onsite bar

• Bachelor’s in Accounting/Finance
• 10 – 15+ years of experience (will consider less)
• CPA is a plus
• Strong Excel skills necessary
• Will not look at someone with a hoppy background

• Outgoing team
• New/updated office – nice work environment
• Great team and culture – fun, easy going
• Onsite bar

• Ensure strategic goals related to payroll services are met.
• Provide finance information and recommendations related to potential financial risks or rewards to the management team.
• Regularly review TEG’s finance-related services to determine and recommend future changes that could increase revenue or decrease cost/risk.
• Create, implement, analyze, and improve Finance procedures to ensure legal compliance.
• Ensure TEG is compliant with relevant local, state, and federal laws and contract requirements.
• Stay current on PEO finance and accounting best practices, trends and legal compliance and share knowledge accordingly.
• Actions taken on behalf of TEG reflect and deliver upon TEG’s mission, vision and values.
• Collaborate with management team member(s) on client issues that pose a risk to the client and/or TEG before making recommendations.
• Collaborate with management team member(s) to ensure TEG is in compliance with relevant local, state, and federal laws and contract requirements; stay current with relevant legislation with industry trends.

• Inform clients of standard finance compliance and ensure they are meeting those requirements.
• Ensure TEG staff stay current on TEG’s finance services and activities and their finance-related questions answered in a timely and accurate fashion.
• Client management system is current with finance-related client interactions, updated contact information, and correspondence.

• Create and revise Finance department policies and procedures on a yearly basis and/or when required.
• Develop and implement efficient processes to reduce transactional costs.
• Ensure accuracy of reporting for all Accounting Department functions, including timely and accurate financial statements and financial reporting.
• Ensure monthly audits of various processes are being conducted and any issues identified are handled in the month they are found.
• Ensure TEG is prepared for and successfully completes company financial audits, including state workers’ comp audits and TEG’s general Workers’ Comp audit.
• Manage, analyze and make recommendations to TEG’s state unemployment activities.
• Ensure TEG’s W2 process and distribution is completed successfully each year.
• Resolve any discrepancies by partnering with TEG other departments as needed.
• Ensure Finance staff maintain electronic and paper files records according to company procedures.

• Ensure excellent customer service is being provided by the Finance team and activities are current and consistent across clients.
• Manage staff coverage, PTO and time sheet approvals, flex scheduling and other issues related to proper staff coverage for the department. Find appropriate back-up for other Finance staff when needed.
• Actively participate in the recruitment and selection of new Finance employees.
• Manage a system of department accountability to ensure that processes are followed and maintained.
• Readily be available to staff who have questions, need guidance, or have important information to share.
• Ensure Finance department actions reflect and deliver upon TEG’s mission, vision, values and Winning Ways.
• Ensure year-end Finance tasks are completed accurately and on time.

• Actively participate in the new client onboarding process to ensure smooth transition to TEG’s services.
• Provide new clients with the appropriate training on TEG finance administration.
• Maintain continuous open communication with clients and internal staff regarding clients’ finance needs and expectations to ensure client satisfaction. Communicate progress on each finance project to the client and internal staff as needed.
• Ensure communication with client is appropriate based on TEG’s standards and client’s expectations.

• Monitor software used by the Finance department for updates/changes.
• Develop and train on efficient workflows and checklists.

• Actively participate in meetings, training and workgroups.
• Provide back-up support to other Finance team members when requested and/or needed.
• Keep client relationship management system (CRM) updated with client and employee activities.