- 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
- 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
- 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)
Vice President - Controller in dallas at Unknown Company
This position is listed as full time and onsite.