Vice President - Controller

Controller Responsibilities

• Maintain thorough understanding of financial reporting and general ledger structure

• Lead timely monthly, quarterly, and year-end close, and oversee maintenance of accounting records including preparing, recording, reviewing journal entries, monitoring intercompany activity, and performing consolidation

• Review/approve accounts payable allocations and review/approve expense reports

• Prepare and maintain monthly/quarterly reporting package including budget, variance analysis, and other balance sheet detail, leveraging AI-driven historical reporting dashboards to surface trends, anomalies, and variance drivers

• Prepare annual financial statements and coordinates with Auditors

• Support Tax and Finance forecasting activities using AI-assisted forecasting models and tax metric analyzers to improve accuracy and scenario planning

• Collaborate with CFO, AP Controller, Treasurer, Corporate Secretary, and Outsourced Tax team to support overall departments projects, goals, and objectives

• Continuously optimize workflow to develop more efficient procedures including identifying and deploying AI/automation tools to streamline close, reconciliation, and reporting processes

• Implement new processes and software AI-enabled accounting, analytics, and document-processing platforms

• Manages, trains, and develops one analyst and provides training to new staff as needed

• Determines and documents treatment of non-routine transactions

• Responds to inquiries regarding financial results and special reporting requests

Tax Workflow Management

• Manage relationship with outsourced Tax team

• Review and route tax communications

• Collect data required for tax preparation including leger reports, K-1s, financial statements, partner’s capital statements, etc. utilizing AI-driven document extraction (K-1s, 1099s, partner capital statements) to accelerate data gathering and reduce manual entry

• Assist with quarterly tax estimates and tax forecasting leveraging an AI-driven historical and tax metric dashboard/analyzer to monitor effective tax rates, distributions, and entity-level trends

• Lead annual preparation of 1099s

Requirements

• BS/BA in Accounting

• Active CPA License

• 6-15 years of Accounting experience including managerial or supervisory experience

• Proficient with Microsoft office suite (Excel, Word, PowerPoint, and Outlook) and proficient with Adobe pdf software

• Accounting software/ERP system experience with experience in consolidation of multi-entity structure/environment

• Financial statement preparation and reporting package preparation experience

• Self-starter with ability to prioritize, multi-task, and proactively work autonomously

• Delivery-focused and able to respond to business requests quickly

• Strong analytical skills and excellent problem solving ability including comfort using AI/data-analytics tools to drive insight

• Excellent communication skills and ability to work with different stakeholders

• Ability to lead proactively, effectively, and collaboratively in a team environment

• High degree of honesty and integrity

• Strong work ethic

Preferred, But Not Required

• Partnership tax familiarity

• Oil and gas accounting experience

• General understanding of investment accounts, marketable securities, and hedging transactions

• Family office accounting experience

• Experience evaluating and implementing AI and automation tools in an accounting/finance setting (e.g., GL anomaly detection, AI-powered dashboards, LLM-based document processing)