National Search Updates 11/11/09

Position:
Controller

Location:
CT or GA
Relocation:
relocation assistance for someone who is not a homeowner
Salary:
$110-125K

Job Description:
This role is responsible for leading financial and regulatory reporting for business unit and Latin America businesses. Duties include coordinating and reviewing management reporting
Oversee and guide Latin America finance staff in the development of numerous key financial reports, including management basis earnings, assets under management, sales & cash flow, variance to plan/forecast analysis, commission reporting and other ongoing ad-hoc requests
Key contributor to the development of business and financial plan and Latin America consolidated financial results
Responsible for coordination of timely and accurate delivery of management information and analysis
Establish and maintain effective internal and external working relationships with other reporting units
Create and maintain an environment that can rapidly respond to on-going and ah-hoc requests for information
Maintain proper controls, documentation and reconciliations to the financial accounting systems
Monitor effectiveness of existing databases, tools and processes to ensure best use of resources with maximum speed and efficiency
Develop management presentation materials
Develop and maintain knowledge of business practices and products
Respond to and coordinate internal and external audit inquiries
Required:
¡ 5-10 years of accounting or finance experience, with heavy emphasis on internal and external reporting and internal controls; audit experience is a plus
¡ Bachelors degree in accounting, finance or business
¡ Professional designation such as CPA, preferred
¡ Management experience required
¡ Excellent analytical skills with strong attention to detail
¡ Proficiency in Microsoft Office suite (Excel, Word, PowerPoint)
¡ Knowledge of General Ledger systems and Hyperion planning products strongly desired
¡ Proven ability to effectively motivate and manage employees in a fast-paced, constantly changing business environment
¡ Proven ability to interact effectively at all levels of the organization
¡ Excellent verbal and written skills
¡ Bilingual in English and Spanish
¡ Willingness to travel domestically and internationally, as required




Director of External Reporting

Florida
Relocation:
Full relocation package to include: All Moving expenses (truck, packing, etc), Closing cost on the sale of a home, temporary housing On top of the relocation they will pay a $10,000 relo bonus
$150,000 - $170,000 (Max), 20% with equity - 4 yrs vested


Our client is looking for someone to handle the company’s financial reporting to the SEC (including preparation of 10-Ks, 10-Qs, 8-Ks and the annual proxy statement), GAAP research, and Sarbanes-Oxley 404 documentation. The company has a significant international presence, so experience with FAS 52 is a most.

Position will report to the Vice President of Accounting & Reporting and will manage a staff of 2 (Manager and Analyst). Individual will work closely with other members of the Accounting and Finance team, the Chief Financial Officer and external and internal auditors.

SEC Reporting
External financial reporting
FAS 52 – This is a must
Foreign currency and hedge accounting
CPA with Public Accounting experience, preferably Big 4
Prior international experience







Position:
VP Controller

Location:
Northeast
Relocation:
Yes
Salary:
$185K plus bonus and equity

Job Description:
The Controller will report to the Chief Financial Officer and have overall responsibility for the Company’s financial operations except for planning and budgeting. Direct reports will include Directors of Corporate Reporting, Compliance, Treasury Operations and four of its five division controllers. Total staff is more than fifty employees.
The initial focus of the Controller will be to help prepare for an Initial Public Offering. The executive will need to ensure that all aspects of the Company’s financial operations are in full compliance with appropriate government and securities industry practices and regulations. He/she will also need to ensure that all current and historical financial information is accurate, well documented and complete.
On an ongoing basis, the Controller will serve as the internal financial expert to the corporate and division executive teams and be a key liaison with other constituents including the Company’s auditors, banks,

Required:
Highly qualified individual with a personality that will fit well within a fast growing, entrepreneurial organization. The Company seeks an individual who has had previous senior financial leadership experience in a public-company environment.
The ideal candidate will have a proven track record and possess 12+ years of relevant financial management expertise in a rapidly growing, technology based, high volume transaction businesses. At a minimum, the candidate will need to be a Certified Public Accountant with several years of big Four Accounting Firm experience.
Qualifications include:
¡ Experience as a financial officer in a public company environment.
¡ Experience in dealing with the issues of a public company including SEC regulatory issues, Sarbanes Oxley compliance requirements, and adherence to FASB. pronouncements and Generally Accepted Accounting Principles.
¡ A proven ability to increase transparency into the financial performance of the business, and the ability to succinctly articulate business issues to the finance and non-finance audiences alike.
¡ Personality and experience that fit well in a highly entrepreneurial, fast-growth, ownership-driven environment.
¡ Visibly embrace a Continuous Improvement philosophy.
¡ Possess personal and professional integrity beyond reproach. A natural leader, he or she will expect as much from him- or herself as from other members of the staff, and will promote efficiencies and business process improvements as a core discipline.
¡ Exemplary personal and/or academic accomplishment should showcase our successful candidate’s natural affinity to consistently raise the bar, but should be balanced by a healthy hubris-free ego.






Position:
Estate & Gift Tax Sr. Manager
Company:
Leading CPA Firm
Location:
Texas
Relocation:
Yes
Salary:
$150-200k ++

Job Description:
¡ Review estate fiduciary income tax returns along with the decedent’s final individual income tax return.
¡ Review trust fiduciary income tax returns and individual income tax returns assigned.
¡ Analyze estate planning documents including wills, codicils and trust instruments to determine the proper treatment of assets and liabilities for tax purposes.
¡ Review accounting transactions, disbursements and receipts to principal and income accounts to ensure proper treatment for judicial accountings.
¡ Develop post mortem tax-saving strategies for the estate accounts.
¡ Review and research any tax situation that could affect the management of their accounts.
¡ Engage in special projects related to client matters involving tax accounting and consulting.
¡ Assist clients with other accounting related matters.
¡ Keep abreast of tax changes and issues that could affect our clients.

Required:
¡ Bachelors degree in accounting required, Masters preferred
¡ CPA required
¡ 8+ years public accounting experience required
¡ Estate & Gift Tax experience a must!
¡ Excellent communication skills
¡ High energy and self sufficient
¡ Ability to work in a team environment
¡ Ability to deliver excellent client service






Position:
Senior Manager, Product Finance

Location:
Wisconsin
Relocation:
Yes
Salary:
110K base + 22% target bonus


Job Description:
Financial Consultant to Product area, the primary customer for the Product Finance Teams. Provide financial expertise needed by and direct certain assigned aspects of the financial management process for the Product area. Direct development and maintenance of appropriate financial analysis and reporting so that strategies and plans can be evaluated and then tracked for success. Provide the financial support needed to help business leaders make quality decisions and achieve business objectives.
Required:
1. Bachelor's Degree in accounting, finance, or related field. Masters in Business Administration or other education in business fields beneficial as indicator of strong skills in business management. Professional designations such as CPA, FSA/FCAS, CMA, CLU, ChFC, CCUE, indicating professional competency in financial and insurance related areas. 2. 5-7 years work experience in financial management with managerial responsibility for functional activities in the financial services industry. Experience working with sales and revenue models, company financials, product pricing and profitability models, and performance measures. 3. 10 years experience in business modeling and analysis to include proficiency in related tools (e.g. Excel, Access), and in-depth knowledge of financial services industry, systems, and operations