Treasurer & Controller

We are looking for an experienced Treasurer & Controller to oversee the full spectrum of finance and administrative operations for a privately held, multi-entity organization. This role combines high-level financial leadership with direct ownership of accounting, treasury, tax, payroll, benefits, insurance, and governance-related activities. The successful candidate will act as a trusted advisor to leadership and the Board while ensuring strong controls, accurate reporting, and efficient day-to-day execution.

Responsibilities:

• Direct the monthly and year-end close process, producing reliable financial statements and management reporting across multiple entities and trusts.

• Supervise core accounting activities such as reconciliations, payroll-related entries, cash oversight, and internal control compliance to maintain accurate books and records.

• Administer fixed asset records, track depreciation schedules, and maintain supporting documentation for capital assets.

• Manage banking partnerships, daily cash positioning, deposits, and liquidity planning to support ongoing operational and strategic needs.

• Coordinate distributions for corporate and trust structures while maintaining proper documentation and financial accuracy.

• Oversee preparation for payroll tax filings and partner with outside advisors on corporate, partnership, trust, municipal, and other required tax submissions.

• Monitor investment account activity, maintain cost-basis records, execute approved transactions, and support retirement plan reporting and annual census processes.

• Lead benefits and personnel administration, including onboarding records, insurance enrollments, compliance tracking, and coordination with external HR advisors.

• Manage insurance renewals and coverage administration across liability, property, automobile, and contractor programs while supporting broader risk management efforts.

• Prepare Board meeting materials, maintain organized corporate records, coordinate financial systems and technology vendors, and contribute to special projects involving transactions, property matters, and business operations.

• Bachelor’s degree in Accounting, Finance, or a related discipline.

• Progressive experience in accounting and financial leadership, ideally within a privately held organization with multiple entities.

• Strong expertise in controllership, treasury operations, cash flow management, payroll oversight, and financial reporting.

• Working knowledge of tax coordination, including support for corporate, partnership, trust, and related filings.

• Experience collaborating with external auditors, tax consultants, legal counsel, banking partners, and investment advisors.

• Proficiency with Microsoft 365 and accounting or financial management systems.

• Excellent organizational, analytical, and communication skills with the ability to move between strategic planning and hands-on execution.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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