Controller
Kansas City, MO · On-site
Summary The Controller shall lead and execute all accounting, treasury, financial reporting, and finance operations for Pandi and its family clients, including the Patterson Family Foundation, First ...
Controller
Kansas City, MO · On-site
Summary The Controller shall lead and execute all accounting, treasury, financial reporting, and finance operations for Pandi and its family clients, including the Patterson Family Foundation, First ...
Summary The Controller shall lead and execute all accounting, treasury, financial reporting, and finance operations for Pandi and its family clients, including the Patterson Family Foundation, First ...
Summary The Controller shall lead and execute all accounting, treasury, financial reporting, and finance operations for Pandi and its family clients, including the Patterson Family Foundation, First ...
Controller
Saint Louis, MO · On-site
$120K - $150K/yr
This role owns the integrity of the general ledger, balance sheet, and related financial reporting processes, and ensures that recurring accounting activities are accurate, controlled, documented ...
Controller
Saint Louis, MO · On-site
$120K - $150K/yr
This role owns the integrity of the general ledger, balance sheet, and related financial reporting processes, and ensures that recurring accounting activities are accurate, controlled, documented ...
Controller
Hannibal, MO · On-site
The Controller plays a critical hands-on leadership role in the Finance department. This position is responsible for leading daily accounting operations including Accounts Payable and Payroll ...
Controller
Hannibal, MO · On-site
The Controller plays a critical hands-on leadership role in the Finance department. This position is responsible for leading daily accounting operations including Accounts Payable and Payroll ...
The Controller plays a critical hands-on leadership role in the Finance department. This position is responsible for leading daily accounting operations including Accounts Payable and Payroll ...
The Controller plays a critical hands-on leadership role in the Finance department. This position is responsible for leading daily accounting operations including Accounts Payable and Payroll ...
Controller 101 Truman Medical Center Job Location Northpoint, University Health Truman Medical ... Clearly defined path to Associate CFO for the right candidate * High-performing accounting and ...
Controller 101 Truman Medical Center Job Location Northpoint, University Health Truman Medical ... Clearly defined path to Associate CFO for the right candidate * High-performing accounting and ...
Controller
Pacific, MO · On-site
The Controller works closely with the Chief Financial Officer and senior leadership to support the financial strength of the organization, enhance accounting processes, and ensure compliance with U.S.
Controller
Pacific, MO · On-site
The Controller works closely with the Chief Financial Officer and senior leadership to support the financial strength of the organization, enhance accounting processes, and ensure compliance with U.S.
CONTROLLER
Saint Louis, MO · On-site
$115K - $125K/yr
The Controller contributes to the organization's mission by overseeing all accounting and financial operations of the organization. This senior level position directs and supervises the Assistant ...
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CONTROLLER
Saint Louis, MO · On-site
$115K - $125K/yr
The Controller contributes to the organization's mission by overseeing all accounting and financial operations of the organization. This senior level position directs and supervises the Assistant ...
Reporting directly to the Assistant Vice President; the Controller oversees all accounting operations, including financial reporting, audits, grants accounting, and compliance with applicable ...
Reporting directly to the Assistant Vice President; the Controller oversees all accounting operations, including financial reporting, audits, grants accounting, and compliance with applicable ...
The Controller works closely with the Chief Financial Officer and senior leadership to support the financial strength of the organization, enhance accounting processes, and ensure compliance with U.S.
The Controller works closely with the Chief Financial Officer and senior leadership to support the financial strength of the organization, enhance accounting processes, and ensure compliance with U.S.
Controller
Pacific, MO · On-site
The Controller works closely with the Chief Financial Officer and senior leadership to support the financial strength of the organization, enhance accounting processes, and ensure compliance with U.S.
Quick apply
Controller
Pacific, MO · On-site
The Controller works closely with the Chief Financial Officer and senior leadership to support the financial strength of the organization, enhance accounting processes, and ensure compliance with U.S.
Controller
Saint Joseph, MO · On-site
Reporting directly to the Assistant Vice President; the Controller oversees all accounting operations, including financial reporting, audits, grants accounting, and compliance with applicable ...
Controller
Saint Joseph, MO · On-site
Reporting directly to the Assistant Vice President; the Controller oversees all accounting operations, including financial reporting, audits, grants accounting, and compliance with applicable ...
Controller
$150K - $175K/yr
The Controller should have financial and business management skills as detailed knowledge of accounting activities and principles. The Controller has the main responsibility of financial and ...
Controller
$150K - $175K/yr
The Controller should have financial and business management skills as detailed knowledge of accounting activities and principles. The Controller has the main responsibility of financial and ...
CONTROLLER
Saint Louis, MO · On-site
$115K - $125K/yr
The Controller contributes to the organization's mission by overseeing all accounting and financial operations of the organization. This senior level position directs and supervises the Assistant ...
Quick apply
CONTROLLER
Saint Louis, MO · On-site
$115K - $125K/yr
The Controller contributes to the organization's mission by overseeing all accounting and financial operations of the organization. This senior level position directs and supervises the Assistant ...
Controller
Kansas City, MO · On-site
$150K - $175K/yr
The Controller should have financial and business management skills as detailed knowledge of accounting activities and principles. The Controller has the main responsibility of financial and ...
Quick apply
Controller
Kansas City, MO · On-site
$150K - $175K/yr
The Controller should have financial and business management skills as detailed knowledge of accounting activities and principles. The Controller has the main responsibility of financial and ...
Controller
Saint Louis, MO · On-site
The Archdiocese of St. Louis strives to teach and share our faith, serve others, and foster unity ... Job Summary The Controller is a critical strategic and operational leadership role that oversees ...
Controller
Saint Louis, MO · On-site
The Archdiocese of St. Louis strives to teach and share our faith, serve others, and foster unity ... Job Summary The Controller is a critical strategic and operational leadership role that oversees ...
The Archdiocese of St. Louis strives to teach and share our faith, serve others, and foster unity ... Job Summary The Controller is a critical strategic and operational leadership role that oversees ...
The Archdiocese of St. Louis strives to teach and share our faith, serve others, and foster unity ... Job Summary The Controller is a critical strategic and operational leadership role that oversees ...
Controller
$125K - $160K/yr
The Controller will be responsible for ensuring timely and accurate monthly, quarterly, and annual financial reporting, while driving consistency, compliance, and efficiency across all sites. Key ...
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Controller
$125K - $160K/yr
The Controller will be responsible for ensuring timely and accurate monthly, quarterly, and annual financial reporting, while driving consistency, compliance, and efficiency across all sites. Key ...
Controller
Scott City, MO · On-site
The Controller position is responsible for the accounting and financial reporting operations of the company. This includes the monthly presentation of financial reports and operational metrics ...
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Controller
Scott City, MO · On-site
The Controller position is responsible for the accounting and financial reporting operations of the company. This includes the monthly presentation of financial reports and operational metrics ...
Controller Services Senior
Columbia, MO · On-site
The Controller Services Senior is responsible to prepare client financial statements, financial forecasts, budgets, and assist with software consulting and conversions. Essential Functions:
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Controller Services Senior
Columbia, MO · On-site
The Controller Services Senior is responsible to prepare client financial statements, financial forecasts, budgets, and assist with software consulting and conversions. Essential Functions:
The Controller information
What does a controller do for a job?
A controller is responsible for overseeing a company's accounting and financial reporting functions, including preparing financial statements, managing budgets, and ensuring compliance with regulations. They often supervise accounting staff and use financial software to analyze data. Strong analytical skills and certifications like CPA are common requirements for this role.
What is a controller?
Controllers are senior-level professionals responsible for overseeing the accounting operations of an organization. Their main duties include managing financial reporting, ensuring compliance with accounting standards, supervising accounting staff, and developing internal controls. Controllers play a key role in budgeting, financial planning, and sometimes tax compliance. They ensure the accuracy of financial statements and may work closely with auditors and company leadership to guide financial decisions.
What are the key skills and qualifications needed to thrive as a controller, and why are they important?
To thrive as a Controller, you need deep expertise in accounting, financial reporting, and regulatory compliance, typically backed by a bachelor’s degree in accounting or finance and often a CPA credential. Familiarity with ERP systems, financial modeling software, and advanced Excel skills is crucial for managing and analyzing complex financial data. Exceptional analytical thinking, attention to detail, and strong leadership abilities help Controllers guide teams and communicate financial insights to senior management. These competencies ensure accurate financial operations, strategic decision-making, and adherence to industry regulations.
What is the difference between The Controller vs The Financial Analyst?
| Aspect | The Controller | The Financial Analyst |
|---|---|---|
| Primary Role | Oversees accounting, financial reporting, and internal controls | Analyzes financial data, prepares reports, and forecasts |
| Required Credentials | CPA or accounting degree often preferred | Finance or accounting degree, often with CFA or CPA |
| Work Environment | Typically in finance or accounting departments, managerial level | Analytical teams, finance departments, often in corporate settings |
| Industry Usage | Commonly found in corporate finance, manufacturing, and large organizations | Used across industries for financial planning and analysis |
The Controller focuses on managing accounting operations and internal controls, while the Financial Analyst primarily analyzes financial data to support decision-making. Both roles require strong financial knowledge, but the Controller has a broader managerial and compliance focus, whereas the Financial Analyst emphasizes data analysis and forecasting.
How does a controller typically collaborate with other departments to ensure accurate financial reporting?
Controllers play a central role in coordinating with various departments, such as operations, sales, and HR, to gather necessary financial data and ensure compliance with internal controls. This collaboration often involves regular meetings to review budgets, address discrepancies, and streamline reporting processes. By fostering strong cross-functional relationships, Controllers help maintain data integrity and facilitate timely, accurate financial statements, which are essential for informed decision-making across the organization.
How do you become a controller?
To become a controller, typically one needs a bachelor's degree in accounting, finance, or a related field, along with several years of experience in accounting or financial management. Many controllers also pursue certifications such as Certified Public Accountant (CPA) or Certified Management Accountant (CMA) to enhance their credentials. Strong leadership, analytical skills, and proficiency with accounting software are essential for this role.
Is a controller a high level job?
A controller is a senior management position responsible for overseeing accounting and financial reporting within an organization. It is generally considered a high-level role that requires extensive experience, strong leadership skills, and often a CPA certification. Controllers typically report to the CFO and play a key role in strategic financial planning.
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Full-time
Re-posted 29 days ago
Job description
Job Description Summary
The Controller shall lead and execute all accounting, treasury, financial reporting, and finance operations for Pandi and its family clients, including the Patterson Family Foundation, First Hand Foundation as well as dozens of family-owned limited liability companies, partnerships, and trusts. The Controller shall serve as a critical member of the team managing the integrity of Pandi's books and records, the accuracy of client financial and portfolio reporting, and the efficiency of all accounting and tax workflows that support our clients. The Controller shall report directly to the Chief Financial Officer and is expected to work full-time from our Kansas City office five days per week.
The Controller is expected to be a hands-on, figure-it-out leader who can work collaboratively with all Pandi associates and clients, manage direct reports, work with technology systems, and continually improve how we operate. The Controller is expected to use technology to manage Pandi's accounting, tax, and portfolio reporting infrastructure and find creative, entrepreneurial ways to leverage modern technology systems and artificial intelligence ("AI").
Job Description
RESPONSIBILITIES
QUALIFICATIONS
The Controller shall lead and execute all accounting, treasury, financial reporting, and finance operations for Pandi and its family clients, including the Patterson Family Foundation, First Hand Foundation as well as dozens of family-owned limited liability companies, partnerships, and trusts. The Controller shall serve as a critical member of the team managing the integrity of Pandi's books and records, the accuracy of client financial and portfolio reporting, and the efficiency of all accounting and tax workflows that support our clients. The Controller shall report directly to the Chief Financial Officer and is expected to work full-time from our Kansas City office five days per week.
The Controller is expected to be a hands-on, figure-it-out leader who can work collaboratively with all Pandi associates and clients, manage direct reports, work with technology systems, and continually improve how we operate. The Controller is expected to use technology to manage Pandi's accounting, tax, and portfolio reporting infrastructure and find creative, entrepreneurial ways to leverage modern technology systems and artificial intelligence ("AI").
Job Description
RESPONSIBILITIES
- Own and lead all accounting, treasury, financial reporting, and finance operations for Pandi and its family clients, including the Patterson Family Foundation, First Hand Foundation, and family-owned holding companies, partnerships, and dozens of family trusts.
- Serve as a hands-on finance leader by personally working in the systems-booking journal entries, reconciling accounts, closing the books, and resolving issues directly-while managing and collaborating with the accounting team.
- Maintain the general ledger and chart of accounts across all entities; prepare and review journal entries, perform monthly and quarterly account reconciliations, and execute timely month-end and year-end close processes.
- Manage the full treasury function across all entities, including cash forecasting, intercompany funding, wire and ACH disbursements, capital calls and distributions, accounts payable, accounts receivable, and invoicing.
- Open, maintain, and oversee bank, brokerage, and custodial accounts; build and maintain strong working relationships with banking, custodian, and lending counterparties on behalf of Pandi and its family clients.
- Assist the Chief Compliance Officer with SEC reporting and regulatory filing requirements applicable to Pandi as a registered investment adviser, including timely preparation of supporting financial data and reconciliations.
- Lead financial planning and analysis ("FP&A") for Pandi and entity-level FP&A for family clients, including annual plans, multi-year forecasts, cash flow projections, and clear explanation of variances against plan.
- Coordinate and manage all activities with external tax advisors for federal, state, and local tax filings across the Patterson Family Foundation, First Hand Foundation, family-owned LLCs and partnerships, family trusts, and individual returns; reconcile 1099s and K-1s at year-end for every investment and entity.
- Manage portfolio accounting and reporting in collaboration with the Investment Team, ensuring data integrity in Addepar and Caissa, accurate performance and exposure reporting, and consistent reconciliation between investment systems and the general ledger.
- Coordinate and manage the third-party audits and any other entity-level audits or reviews; design and maintain internal controls appropriate for an SEC-registered investment adviser and multi-family office.
- Manage relationships with external accounting, audit, tax, and finance vendors; conduct vendor due diligence, oversee deliverables, and continuously evaluate whether work is best performed internally or externally.
- Perform other duties as assigned by the CEO and CFO, including technical accounting research, implementation of new accounting standards or procedures, implementation or use of new technology systems and tools, and ad hoc analysis and reporting.
QUALIFICATIONS
- Bachelor's degree in Accounting, Finance, or related field; CPA strongly preferred.
- Seven (7) or more years of progressive accounting experience, with at least three (3) years managing an accounting or finance team.
- Demonstrated ability to work hands-on: closing the books, building reconciliations, configuring systems, and solving problems directly.
- Working knowledge of personal income taxation, partnership and trust accounting, and private foundation accounting; ability to engage substantively with external tax advisors on planning and compliance.
- Understanding of investment accounting across public equities, private funds, and private investment partnerships, including capital calls, distributions, K-1 reconciliation, and unrealized/realized gain tracking.
- Experience leading accounting system implementations or migrations and integrating accounting platforms with portfolio management, banking, and custodian systems.
- Advanced proficiency in Microsoft Excel and modern accounting and finance technology platforms; intellectual curiosity about and willingness to personally use AI and automation tools to improve workflows.
- Excellent verbal and written communication skills, with the ability to present financial information clearly to both technical and non-technical audiences.
- An entrepreneurial, figure-it-out mindset; strong work ethic; ability to organize, prioritize, and exercise independent judgment in a small-team, time-constrained environment.
- Preferred-experience supporting SEC-regulated or highly controlled environments (investment advisers, broker-dealers, financial services).
- Preferred-familiarity with Addepar, Caissa, Sage Intacct, QuickBooks, and common custodian and banking platforms.
- Preferred-prior family office, private foundation, or multi-entity / multi-trust accounting experience.