What are the responsibilities and job description for the Controller position at Neil Jesani Advisors, Inc.?
Controller Job Opportunity at Neil Jesani Advisors, Inc.
Are you an accomplished financial professional driven by the opportunity to create meaningful impact through precise financial management and strategic guidance? Do you excel in a high-performing team environment where excellence is the norm and innovation is celebrated? If so, Neil Jesani Advisors, Inc. invites you to elevate your career as our Controller.
Who We Are:
Neil Jesani Advisors, Inc. is not your average firm—we’re a dynamic, full-service boutique Tax, Accounting, and Financial powerhouse based in Sunrise, FL. Our team of 25 experts, including CPAs, Tax Attorneys, EAs, CFPs, and senior-level Controllers, is united by a shared commitment to delivering unmatched value and transformative results for our clients. We recently moved into our stunning 10,000 square-foot office in Lakeshore Plaza, reflecting our growth and bold vision for the future.
Serving clients nationwide, we pride ourselves on creating meaningful impacts on their taxes, finances, businesses, and legacies. Our mission is simple yet profound: to provide exceptional service while building lasting, trust-filled relationships that stand the test of time.
If you’re ready to join a company that’s not just growing but thriving, where your contributions will truly matter, learn more about us at . Let’s create value and make a difference—together.
What Sets Us Apart:
- Exclusive Clientele: We work exclusively with individuals and businesses where we can deliver significant value and maximum impact.
- Deep Expertise: Our clients demand exceptional advice rooted in thorough research, not the generic approaches of average tax preparers.
- WOW Service: We prioritize quality over quantity, ensuring every client receives unparalleled attention and outcomes that exceed expectations.
- Lasting Impact: Beyond financial success, we help clients achieve their ideal lifestyle and craft legacies for their families and communities.
Your Role as Controller
As Controller, you will be a key leader in ensuring the financial health and operational excellence of our firm. Working closely with the CEO and senior leadership, you will manage financial operations, oversee reporting, and develop strategies that align with our goals for growth and client success.
Responsibilities:
- Oversee and manage the preparation of all financial reports, including income statements, balance sheets, cash flow statements, and budgets.
- Design and implement effective financial policies and controls to ensure compliance with regulatory standards.
- Collaborate with cross-functional teams to enhance operational efficiency and financial transparency.
- Provide actionable insights and recommendations to support strategic planning and decision-making.
- Lead and mentor a team of finance professionals, fostering a collaborative, high-performance culture.
- Evaluate and optimize financial systems, ensuring scalability and accuracy as the business grows.
- Manage vendor relationships, procurement processes, and cost management initiatives.
Qualifications:
- Credentials: Active CPA license required (from any state); an MBA in Finance or equivalent advanced degree is preferred.
- Experience: 8 years in accounting or finance, with at least 5 years in a senior controller or finance leadership role.
- Technical Expertise: Proficiency with financial software systems, advanced knowledge of GAAP, and experience with financial modeling and forecasting.
- Leadership Skills: A proven track record of mentoring and leading finance teams in a dynamic, fast-paced environment.
- Communication: Exceptional verbal and written communication skills, with the ability to distill complex financial data into actionable insights for stakeholders.
- Problem-Solving: Analytical thinker with a proactive, solution-focused mindset and a commitment to delivering excellence.
- Adaptability: Thrives in a fast-paced, merit-driven workplace and is open to continuous learning and growth.
What We Offer:
At Neil Jesani Advisors, Inc., we are committed to hiring exceptionally talented individuals because our clients—and your future teammates—deserve nothing less than the best. Exceptional talent deserves exceptional rewards, which is why we provide superior compensation, a supportive work environment, and robust growth opportunities. If you bring extraordinary skills to the table, you can expect to earn significantly more than your current earnings while enjoying immense job satisfaction. Our comprehensive benefits include a 5% 401(k) match, full healthcare coverage, and more.
We foster a high-performance yet relaxed workplace where intellectual curiosity and high-value contributions are celebrated. While we prioritize hard work and delivering value, we also value personal comfort and work-life balance.
Please note: This is a full-time position requiring candidates to work on-site. Fully remote arrangements are not available for this role due to the collaborative and strategic nature of the work, which involves regular brainstorming and discussions with colleagues.
Apply Today and join a team dedicated to redefining excellence in tax strategy and financial success.
Make your next career move one that counts – for you, your team, and the exceptional clients we serve.
Job Type: Full-time
Pay: $100,000.00 - $125,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Ability to Commute:
- Sunrise, FL 33323 (Required)
Work Location: In person
Salary : $100,000 - $125,000