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Job Overview

The Controller oversees the accounting process, including managing staff and ensuring accurate and timely financial statements. They play a crucial role in safeguarding and contributing to the success of assets by accurately billing tenants, investigating monthly variances for revenue and expenses, and adhering to company policies and procedures. The Controller also works closely with other departments to ensure smooth operations and contribute to the overall success of the organization, providing not only scheduled reports but also fielding ad-hoc requests for information.

Organizational Impact

The job of a Controller has a significant impact on the organization. The Controller is responsible for managing the financial operations of the organization, including budgeting, accounting, financial reporting, and financial analysis. The Controller ensures that the organization's financial records are accurate and up-to-date, and that financial transactions are properly recorded and reported. 

The Controller also plays a key role in strategic planning and decision-making, providing financial analysis and insights to help the organization make informed decisions. The Controller works closely with other departments and stakeholders to ensure that financial goals are aligned with overall organizational objectives. 

Overall, the Controller's role is critical to the financial health and success of the organization. By providing accurate financial information and analysis, the Controller helps the organization make informed decisions, manage resources effectively, and achieve its financial goals.

Key Systems

- Programmable Logic Controller (PLC)

- Human Machine Interface (HMI)

- Distributed Control System (DCS)

- Supervisory Control and Data Acquisition (SCADA)

- Variable Frequency Drive (VFD)


- Financial reports and data

- Budgets and forecasts

- Sales and revenue data

- Inventory and supply chain information

- Regulatory and compliance requirements


- Financial reports and analysis

- Budget planning and forecasting

- Cash flow management

- Oversight of accounting and bookkeeping functions

- Compliance with regulatory requirements and financial policies


  • Supervise direct reports and work with various managers in the accounting department to maintain accurate information and efficiencies of operation
  • Work to ensure adequate staffing, segregation of duties, adequate training and maintaining standard of quality
  • Review monthly financial statements ensuring accurate and complete work product
  • Review quarterly and annual financial statements prepared in accordance with GAAP for submission to partners and lenders, as appropriate
  • Coordinate preparation of annual entity tax returns with outside CPA firm
  • Keep abreast of tax law changes and GAAP changes, as it applies to the business model and incorporate policies to address changes
  • Review proformas for new acquisitions and refinancings for reasonableness
  • Regular and punctual attendance is required
  • Other Duties as maybe assigned

Recommended Items

  • Financial statement preparation and analysis
  • Budgeting and forecasting
  • Cash flow management
  • Internal controls and compliance
  • Tax planning and reporting

Content Examples

  • API documentation
  • User manual
  • Technical specifications
  • Release notes
  • Troubleshooting guide

Sample Event-Driven Tasks

- Monitor cash flow and adjust budgets accordingly when unexpected expenses arise

- Review financial reports and identify areas for cost savings or revenue growth

- Update financial projections based on changes in market conditions or business performance

- Coordinate with external auditors to ensure compliance with accounting standards and regulations

- Implement new accounting software or systems to improve efficiency and accuracy of financial reporting

Sample Scheduled Tasks

- Review and approve monthly financial statements

- Conduct weekly cash flow analysis and forecasting

- Prepare and submit quarterly tax filings

- Monitor and analyze budget variances on a monthly basis

- Review and approve accounts payable and accounts receivable transactions on a weekly basis

Sample Infill Tasks

- Reviewing financial statements and reports to ensure accuracy and compliance with regulations

- Analyzing financial data to identify trends and make recommendations for improvement

- Developing and implementing financial policies and procedures to improve efficiency and effectiveness

- Monitoring cash flow and managing budgets to ensure financial stability

- Collaborating with other departments to ensure financial information is accurate and timely for decision-making purposes

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