Robert Half Controller - Part time - Boutique investment bank in Burlingame, California
This company is actively interviewing and will not be hiring for long!
For faster consideration, please view my Linkedin under Charlie O'Brien and email me your resume.
Our client is a boutique investment banking firm in Burlingame, CA. They are looking for a part-time controller to join the tight-knit team and report directly to the CFO.
Some Responsibilities will include:
Maintain financial statements using QBO and provide monthly updates to the Partners
Manage payments to vendors, payroll, employee expenses and reimbursement
Oversee client billings and collections
Maintain records for shareholders and manage profit sharing and tax distributions
Oversee investment portfolio and distributions to employee investors
Oversee discretionary spending requests by employees for charitable giving, employee outings, purchases of office equipment
Oversee 401-k program and HSA and Manage health insurance plans, annual review of alternatives
Assist with financial aspects of FINRA compliance, such as working with Series 27 FinOp on Focus reports, SIPC 6 and 7 calculations, distributions and net cap calculations
Key Requirements include:
5+ years of financial services experience
As this is a small company and standalone role, they need someone who is confident, flexible, would jump in on issues
Organized, self-sufficient, resourceful (if don't know something, she'd find experts within or outside the company to get answers)
For details on salary and benefits, please view my LinkedIn under Charlie O'Brien and email me your resume
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