Assistant Controller

Overview

The organization is seeking an Assistant Controller to join the Accounting Department. This role provides high-level support to the Controller and covers financial status reporting, reconciliations, escrow and wire approval processes, and audit deliverables. The position also oversees, manages, and supports the development of four Staff Accountants, as well as managing ad hoc financial projects as assigned.

Location

Candidates must live in a state where the organization has an office (GA, MD, MA, PA, IL, FL, CA, MN, NY, NJ, DE). The role is available across all office locations and may be performed remotely.

Responsibilities

• Prepare and manage the Daily Financial Status Report
• Review and approve bank reconciliations
• Prepare and maintain the Balance Sheet for the financial package
• Serve as ALAS backup for law type by office, including yearly renewals
• Review and approve GL reconciliations
• Review and approve USPTO charges
• Approve Boston wires
• Review and approve reports including:
  • Marketing Detail
  • Computer Contract
  • Computer Maintenance
  • Recruiting GL
  • Outside Attorney Fees
  • Library Computer Research
• Release Global Exchange VBOA and non-VBOA wires; review for miscoding and notify A/P of issues
• Conduct quick reviews of Philadelphia and Chicago Exchange Accounts (GL 2460)
• Manage deliverables for the Annual Financial Statement Audit
• Support AmLaw Survey and Wells Fargo CAT Legal Specialty Survey documentation
• Update Daily deposit documentation
• Save PNC Bank reports to iManage
• Update PNC Cash Status document tabs
• Handle outgoing wires for the PNC main account
• Handle Baltimore, NY, and Philadelphia escrow
• Update IBX worksheet(s)
• Send emails to attorneys regarding missing time
• Create RJ-18 Global Exchange pivot table report
• Prepare Minnesota escrow reconciliation (18-1600/1601 WF Acct #0221 Bank Reconciliation)
• Prepare RJ-08 and journal entries (JE’s), as needed
• Prepare PDFs of PNC Bank Statements and bank reconciliation reports for the Wilmington office annual audit
• Update Fixed Partner & Counsel Incentive Bonuses document; email Partners; manage Escrow Review and Escheat checks
• Submit unclaimed property claims
• Research items including checks received and old reconciling items
• Support Aderant Conversion activities, including coordinating and training A/P staff and Staff Accountants on entering bank accounts and related information into Aderant
• Gather voided checks and prepare a summary document
• Serve as Project Manager for trust module Aderant conversion
• Email returned deposit check PDFs to the A/R clerk
• Review Staff Accountant candidate resumes
• Monitor Pitney Bowes funds
• Troubleshoot issues with bank reconciliations

Requirements

• Bachelor’s Degree in Accounting
• 7+ years of experience; law firm or professional services preferred
• Experience as an assistant controller in a law firm close to the organization’s size
• Experience managing and leading a team

Knowledge & Skills

• Strong knowledge of general accounting principles (GAAP)
• Advanced Microsoft Excel skills, including pivot tables and formulas
• Experience with GL accounting, bank reconciliations, and financial reporting
• Excellent attention to detail and accuracy
• Experience with ERP/accounting systems; Aderant experience preferred

Preferred Qualifications

• Knowledge of trust accounting, legal billing, partner compensation, and escrow accounting

Compensation & Benefits

Compensation

• Anticipated pay range: $120,000 - $155,000 annually
• Pay is determined based on relevant skills, experience, education, external market data, internal equity, and other job-related factors.

Benefits

• Medical, dental, and vision insurance
• Flexible spending accounts (FSA)
• Health savings account (HSA)
• Tuition reimbursement
• Generous paid time off
• 401(k) retirement savings plan
• Competitive salaries and year-end discretionary bonuses
• Paid leave options, including parental
• Learning and development programs taught by the organization’s training department
• Family formation benefits