Controller job description
Updated March 14, 2024
6 min read
A controller is a financial professional responsible for the oversight and management of the accounting department of a business or organization. Their duties include preparing and presenting analyses, recommending and creating budgets, creating necessary financial policies and guidelines, and providing advice on financial decisions.
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Example controller requirements on a job description
Controller requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in controller job postings.
Sample controller requirements
- Bachelor's degree in Accounting, Finance or related field
- Minimum 5 years of experience in a Controller role
- Extensive knowledge of Generally Accepted Accounting Principles (GAAP)
- Proficiency in accounting software (e.g. Quickbooks, Oracle)
- Ability to manage large amounts of data
Sample required controller soft skills
- Excellent organizational, problem-solving and communication skills
- High attention to detail and accuracy
- Ability to work independently and collaboratively in a team environment
- Strong leadership and decision-making skills
Controller job description example 1
Kindred Healthcare controller job description
Directs financial activities of the organization. Establishes, or recommends to management, major economic objectives and policies for company. Prepares reports which summarize and forecast company business activity and financial position in areas of income, expenses and earnings based on past, present and expected operations. Responsible for preparation of annual hospital budget. Advises management on desirable operational adjustments due to budget constraints and changes in hospital reimbursement. Supervises preparation of schedules and other documentation for audits of company's accounts.
ESSENTIAL FUNCTIONS:
Directs and participates in the development of accounting and internal control policies and systems.
Coordinates and controls the facility's cash and investment management activities.
Provides advice and assistance to department heads and managers in analyzing and interpreting financial data and reports and in presenting that information to their departments.
Defines and communicates new/revised position responsibilities and/or reporting relationships and determines necessary staffing changes.
Ensures that accurate information is provided on a timely basis and assists, as needed, in facilitating the efficient conduct of external audits, examinations and related financial projects.
Ensures that a monthly time schedule is established for the processing of computer reports necessary for the preparation of monthly financial statements; implements corrective action as necessary to meet established deadlines.
Consistently develops a detailed plan of action prior to implementation of a new procedure.
Regularly examines alternative methods of providing required accounting services in order to reduce departmental operating costs.
Promotes good staffing practices by maximizing the utilization of human resources; forecasts and anticipates the personnel needs of the department with regard to fluctuations in the projected workload; holds staffing at a functional minimum.
Consistently demonstrates the ability to establish appropriate departmental priorities.
Consistently completes all assignment in a timely manner, thorough and appropriately detailed.
Demonstrates effectiveness in pulling together all the necessary information needed to compare revenue and expenses and determine the facility's actual financial position.
Effectively maintains all required records for the department; demonstrates good organizational skills.
Monitors the implementation of checks and balances which continually evaluate accounting practices, reporting procedures and record keeping.
Other duties as assigned.
Qualifications
Bachelors in Business, Healthcare Administration, Accounting, Finance or similar required.
Prior management experience preferred.
Excellent computer knowledge.
Advanced Excel user.
Excellent knowledge of accounting software packages and spreadsheets.
Job: Accounting/FinancePrimary Location: TN-Knoxville-Knoxville Rehab HospitalOrganization: 4097 - Knoxville Rehab HospitalShift: Day
ESSENTIAL FUNCTIONS:
Directs and participates in the development of accounting and internal control policies and systems.
Coordinates and controls the facility's cash and investment management activities.
Provides advice and assistance to department heads and managers in analyzing and interpreting financial data and reports and in presenting that information to their departments.
Defines and communicates new/revised position responsibilities and/or reporting relationships and determines necessary staffing changes.
Ensures that accurate information is provided on a timely basis and assists, as needed, in facilitating the efficient conduct of external audits, examinations and related financial projects.
Ensures that a monthly time schedule is established for the processing of computer reports necessary for the preparation of monthly financial statements; implements corrective action as necessary to meet established deadlines.
Consistently develops a detailed plan of action prior to implementation of a new procedure.
Regularly examines alternative methods of providing required accounting services in order to reduce departmental operating costs.
Promotes good staffing practices by maximizing the utilization of human resources; forecasts and anticipates the personnel needs of the department with regard to fluctuations in the projected workload; holds staffing at a functional minimum.
Consistently demonstrates the ability to establish appropriate departmental priorities.
Consistently completes all assignment in a timely manner, thorough and appropriately detailed.
Demonstrates effectiveness in pulling together all the necessary information needed to compare revenue and expenses and determine the facility's actual financial position.
Effectively maintains all required records for the department; demonstrates good organizational skills.
Monitors the implementation of checks and balances which continually evaluate accounting practices, reporting procedures and record keeping.
Other duties as assigned.
Qualifications
Bachelors in Business, Healthcare Administration, Accounting, Finance or similar required.
Prior management experience preferred.
Excellent computer knowledge.
Advanced Excel user.
Excellent knowledge of accounting software packages and spreadsheets.
Job: Accounting/FinancePrimary Location: TN-Knoxville-Knoxville Rehab HospitalOrganization: 4097 - Knoxville Rehab HospitalShift: Day
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Controller job description example 2
Morgan Stanley controller job description
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career & a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
As a member of Liquidity Investment Funding Controllers (LIFC) Team, this individual will be responsible for producing daily P&L associated with the firm's funding business activities, such as long-term debt and bank wholesale funding. The candidate will also have regular and direct interactions with Corporate Treasury, Financial Control Group, Accounting Policy, Technology, Operations, Market Risk and other groups within the Firm.
Responsibilities:
- Manage, review, and analyze the daily, weekly and monthly profit and loss of the portfolios, including attribution, to ensure key drivers are in line with expectations.
- Manage the month-end close reconciliations and processes, escalating and resolving issues with senior management (inclusive of balance sheet substantiation).
- Initiate process reengineering, improve efficiency, and work to improve IT systems.
- Ad hoc projects will be assigned and involve advising with Corporate Treasury, Corporate Risk Management, IT, etc. (e.g., new systems functionality testing, improving attribution).
- Manage two resources within Baltimore location.
- Capital Markets product controls experience preferred.
- 6 years' experience in relevant fields.
- Hedge Accounting (ASC815) knowledge is preferred.
- Demonstrable leadership qualities with a strong work ethic and team player mentality.
- A strong controls background with the ability to design new controls and to challenge the operating effectiveness of existing controls.
- Willingness to take initiative to develop and improve processes.
- Proficiency with Microsoft Office.
- Adept at working in a fast-paced, high-energy level environment.
- Excellent communication skills, both verbal and written.
- Strong analytical skills.
**Job:** **Finance*
**Title:** *Liquidity, Investment & Funding Controller*
**Location:** *Maryland-Baltimore*
As a member of Liquidity Investment Funding Controllers (LIFC) Team, this individual will be responsible for producing daily P&L associated with the firm's funding business activities, such as long-term debt and bank wholesale funding. The candidate will also have regular and direct interactions with Corporate Treasury, Financial Control Group, Accounting Policy, Technology, Operations, Market Risk and other groups within the Firm.
Responsibilities:
- Manage, review, and analyze the daily, weekly and monthly profit and loss of the portfolios, including attribution, to ensure key drivers are in line with expectations.
- Manage the month-end close reconciliations and processes, escalating and resolving issues with senior management (inclusive of balance sheet substantiation).
- Initiate process reengineering, improve efficiency, and work to improve IT systems.
- Ad hoc projects will be assigned and involve advising with Corporate Treasury, Corporate Risk Management, IT, etc. (e.g., new systems functionality testing, improving attribution).
- Manage two resources within Baltimore location.
- Capital Markets product controls experience preferred.
- 6 years' experience in relevant fields.
- Hedge Accounting (ASC815) knowledge is preferred.
- Demonstrable leadership qualities with a strong work ethic and team player mentality.
- A strong controls background with the ability to design new controls and to challenge the operating effectiveness of existing controls.
- Willingness to take initiative to develop and improve processes.
- Proficiency with Microsoft Office.
- Adept at working in a fast-paced, high-energy level environment.
- Excellent communication skills, both verbal and written.
- Strong analytical skills.
**Job:** **Finance*
**Title:** *Liquidity, Investment & Funding Controller*
**Location:** *Maryland-Baltimore*
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Controller job description example 3
Centene controller job description
You could be the one who changes everything for our 26 million members. Centene is transforming the health of our communities, one person at a time. As a diversified, national organization, you'll have access to competitive benefits including a fresh perspective on workplace flexibility.
Applicants for this position have the flexibility to work remotely.
Position Purpose: Manage the entire financial affairs for the assigned health plan.
• Prepare and review financial statements and financial reports for both internal and external reporting requirements including schedules or packages distributed to the BOD, corporate senior management & CEO and the health plan management team.
• Lead presentations of monthly financial results and analysis to corporate senior management & CEO and the health plan management team.
• Review and participate in budget and financial forecast processes, including a thorough knowledge of the key operational trends related to member mix shifts, utilization, unit cost, state program changes and health plan initiatives to effectively control costs.
• Responsible for ensuring and monitoring the health plan's achievement towards membership, revenue, medical expense and SG&A goals.
• Work closely with the health plan management team to ensure the division is identifying and executing on critical initiatives.
• Provide and coordinate with Health Economics in-depth financial and business analysis to identify emerging trends in the business; communicate and report results to management and work with related departments (Medical Management, Contracting, plan president and management team) regarding issues.
• Monitor business processes and systems to ensure financial reports are in compliance with GAAP and/or SSAP and company policies and standards.
• Act as the primary contact and responsible for health plan audits.
• Serve as liaison for state, health plan president, and health plan finance area regarding health plan financial matters.
Education/Experience: Bachelor's' degree in Accounting or related field. 5+ years related experience. Strong knowledge of Generally Accepted Accounting Principles (GAAP), Statements of Statutory Accounting Principles (SSAP) and budgeting.
License/Certification: CPA preferred.
Our Comprehensive Benefits Package: Flexible work solutions including remote options, hybrid work schedules and dress flexibility, Competitive pay, Paid time off including holidays, Health insurance coverage for you and your dependents, 401(k) and stock purchase plans, Tuition reimbursement and best-in-class training and development.
Centene is an equal opportunity employer that is committed to diversity, and values the ways in which we are different. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other characteristic protected by applicable law.
**TITLE:** Plan Controller - Remote Available
**LOCATION:** Various, Kansas
**REQNUMBER:** 1356424
Applicants for this position have the flexibility to work remotely.
Position Purpose: Manage the entire financial affairs for the assigned health plan.
• Prepare and review financial statements and financial reports for both internal and external reporting requirements including schedules or packages distributed to the BOD, corporate senior management & CEO and the health plan management team.
• Lead presentations of monthly financial results and analysis to corporate senior management & CEO and the health plan management team.
• Review and participate in budget and financial forecast processes, including a thorough knowledge of the key operational trends related to member mix shifts, utilization, unit cost, state program changes and health plan initiatives to effectively control costs.
• Responsible for ensuring and monitoring the health plan's achievement towards membership, revenue, medical expense and SG&A goals.
• Work closely with the health plan management team to ensure the division is identifying and executing on critical initiatives.
• Provide and coordinate with Health Economics in-depth financial and business analysis to identify emerging trends in the business; communicate and report results to management and work with related departments (Medical Management, Contracting, plan president and management team) regarding issues.
• Monitor business processes and systems to ensure financial reports are in compliance with GAAP and/or SSAP and company policies and standards.
• Act as the primary contact and responsible for health plan audits.
• Serve as liaison for state, health plan president, and health plan finance area regarding health plan financial matters.
Education/Experience: Bachelor's' degree in Accounting or related field. 5+ years related experience. Strong knowledge of Generally Accepted Accounting Principles (GAAP), Statements of Statutory Accounting Principles (SSAP) and budgeting.
License/Certification: CPA preferred.
Our Comprehensive Benefits Package: Flexible work solutions including remote options, hybrid work schedules and dress flexibility, Competitive pay, Paid time off including holidays, Health insurance coverage for you and your dependents, 401(k) and stock purchase plans, Tuition reimbursement and best-in-class training and development.
Centene is an equal opportunity employer that is committed to diversity, and values the ways in which we are different. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other characteristic protected by applicable law.
**TITLE:** Plan Controller - Remote Available
**LOCATION:** Various, Kansas
**REQNUMBER:** 1356424
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Updated March 14, 2024