Corporate Controller

Boston, Massachusetts, United States | Full-time | Partially remote

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The Colony Group seeks a motivated and qualified individual for the position of Corporate Controller to join our Finance team. The individual selected will work primarily with the firm's Chief Financial Officer, Director of Finance and Finance Team. Motivation, attention to detail, and the ability to work with confidential information will be essential.


Primary responsibilities for this position include:

  • Review and recordation of journal entries required to reflect the monthly activity.
  • Preparation of workpapers supporting the monthly close process and month end balances;
  • Review monthly accounting close process including analytical review of the monthly operating results to ensure accurate accounting records are maintained;
  • Assist in the invoice approval process via Bill.com.
  • Assist in the billing of client fees both monthly and quarterly in accordance with the respective agreements;
  • Assist in the billing of incentive, solicitor and referral fees, and other fees monthly, quarterly, annually in accordance with the respective agreements;
  • Develop and implement accounting policies and assist in the coordination of systems and procedures;
  • Coordinate the preparation of reports to state and local agencies, researching existing, new and future legislation;
  • Assist in the preparation of budgets and budget schedules using the collection, analysis, and consolidation of financial data;
  • Implement a process to record transactions by profit centers and compare costs incurred to budget and performance analysis of applicable profit centers.
  • Manage relationships throughout the firm to ensure timely and proper delivery of information;
  • Ad hoc projects as needed; and
  • Support and work with financial management team as needed.

The position requires:

  • Minimum 5 years of experience in accounting field including knowledge of general ledger, family office services, and financial management;
  • Bachelor’s degree in finance or accounting preferred;
  • Solid organizational skills with great attention to detail and commitment to accuracy;
  • Self-directed, ability to handle new tasks with little direction;
  • Strong critical thinking and problem solving skills;
  • Ability to effectively work in a client focused team environment, building a spirit of cooperation, and sharing knowledge and skills with others in the group;
  • Proficient in Excel a must.
  • Knowledge of Great Plains a plus; and
  • Excellent verbal and written communication skills are required.
  • Candidate must be fully vaccinated as this position is in the office
  • Vaccination is required as this position will work in the office