Controller at Creative Planning in Urbandale, Iowa

Job Description:

JOB SUMMARY
As an Outsourced Accounting Controller you will work directly with clients to help manage their accounting and finance department, prepare financial reporting, and perform financial analysis. This position requires monitoring of details to effectively manage financial information and solve accounting issues for our clients.

JOB DUTIES
Appropriate utilization and efficiency of software applications
Development of budgets, forecasts, and KPIs
Commission Calculations
Prepare adjusting journal entries
Assist in month end closing and reconciliations
Review and analyze financial statements
Maintain Fixed Assets schedule
Process improvement through automation and industry-specific best practices
Prepare reports for year-end audits
Ability to adapt to client needs by providing immediate short-term solutions while working toward implementation of long-term goals
Set and meet defined deadlines on projects with clients

REQUIRED EXPERIENCE / QUALIFICATIONS
5+ years accounting experience.?
Familiarity with accounting systems
Proficient in Excel
Ability to work with multiple clients

PREFERRED EXPERIENCE / QUALIFICATIONS
Great Plains software
7+ years Accounting or Financial Analysis or other Financial Services experience
TECHNICAL SKILLS
MS Office /Windows experience particularly financial modelling and data management in Excel
Strong analytical and problem-solving abilities
An understanding of financial statements
Excellent written and verbal communication skills
Ability to communicate effectively with clients via email and phone