Summary Responsibilities:

The Controller is a key role responsible for managing all financial operations of Helms & Company and certain Helms & Company clients; ensuring the integrity of financial data, controls, and reporting. This position partners directly with multiple owners and consultants, external stakeholders (accountants, banks, brokers, etc.), internal personnel and others to support financial processes and performance while maintaining regulatory compliance. The Controller will participate in budgeting, reporting, payroll coordination, accounts payable, maintenance of financial system (Quickbooks), accounting, internal controls, and internal and external communication.

Core Responsibilities:

Financial Operations & Controls

• Establish, monitor, and enforce financial policies, procedures, and internal controls to protect company assets and ensure compliance.
• Oversee financial data collection, input into financial systems (Quickbooks) according to Generally Accepted Accounting Principles, and interpretation to provide timely and accurate insights on financial condition, performance, and cash position.
• Coordinate between Helms & Company ownership and external accounting firm(s) for financial statement review, tax preparation, financial reporting, and reviews/audits.
• Oversee bank activity including fraud protection, monitoring daily cash activity, and monthly reconciliations within 15 days of the end of the month.
• Oversee accounts payable including the approval of payments on a weekly basis.
• Oversee billing of Helms & Company clients and accounts receivable
• Negotiate vendor contracts (e.g., office equipment, maintenance) with a focus on cost efficiency.

Budgeting & Financial Planning

• Lead the annual budget process by establishing schedules, consolidating financial data, analyzing variances, and recommending corrective actions.
• Regularly forecast cash flow, revenue, and expenditures to support operational planning and risk management.

Payroll & Benefits Administration

• Oversee payroll functions, including approval of time & attendance data, in coordination with external payroll service providers.
• In collaboration with TPA and broker, administer retirement plan (401(k)) and complete required compliance testing for safe harbor (5500).
• Participate in the administration of employee benefits; providing financial information related to health, dental, and group life insurance as well as FSA and HSA enrollment.
• Review dental and prescription claims against annual Helms & Company benefits.

Reporting & Stakeholder Communication

• Prepare monthly, quarterly, and annual financial reports, including special reports on trends and financial performance.
• Provide tailored financial data and analysis to multiple shareholders including ownership, consultants, external accountants and client boards.

Cross-Functional Collaboration

• Maintain confidentiality of financial information and contribute to team efforts with related duties as needed.
• Stay current on best practices through professional development and participation in industry networks.

• Bachelor’s degree in accounting, finance, or related field
• Minimum 5–8 years of accounting/finance experience
• Minimum of 3 years working for an ownership group preferred
• Proficient with QuickBooks (Client and Web-based versions)
• Strong knowledge of budgeting, internal controls, financial reporting, payroll processes, and benefits compliance
• Excellent analytical, communication, and organizational skills.
• Ability to multitask with multiple stakeholders.
• Experience working with external accounting firms.