Treasurer

We are seeking a hands-on, detail-oriented Treasurer / Controller to lead the organization's accounting, financial reporting, treasury, tax, payroll, benefits, insurance, and administrative functions. This individual will serve as a key business partner to ownership and the Board, providing both strategic oversight and day-to-day financial leadership across multiple entities and trusts.

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The ideal candidate will possess a strong controllership foundation, exceptional organizational skills, and the ability to manage a broad range of financial and operational responsibilities in a privately held business environment.
Key ResponsibilitiesFinancial Reporting & AccountingLead the preparation and review of monthly and annual financial statements.Oversee general accounting operations, including account reconciliations, payroll accounting, cash management, and financial controls.Monitor and maintain fixed asset accounting, depreciation records, and supporting schedules.Coordinate corporate and trust distributions.Ensure the accuracy and integrity of financial records and reporting.Treasury & Cash ManagementManage banking relationships, cash flow, deposits, and day-to-day treasury activities.Oversee tenant account administration and receipt processing.Monitor liquidity and support financial planning activities.Tax & Regulatory ComplianceOversee payroll tax reporting and related compliance requirements.Coordinate the preparation of partnership, trust, municipal, and other required tax filings with external advisors.Prepare supporting tax workpapers and documentation.Stay informed of regulatory and tax law developments affecting the organization.Investments & Retirement Plan AdministrationOversee investment portfolio reporting and administration across multiple brokerage accounts.Execute approved investment transactions and maintain cost-based records.Support retirement plan administration, reporting, and annual census requirements.Coordinate with investment advisors and committee members as appropriate.Human Resources & Benefits AdministrationOversee employee benefits administration, including medical insurance programs and required filings.Maintain personnel records and onboarding documentation.Coordinate HR-related matters with management and outside advisors.Monitor employment-related compliance and regulatory requirements.Risk Management & InsuranceManage corporate insurance programs, renewals, and coverage compliance.Coordinate with insurance brokers and advisors regarding liability, property, automobile, and contractor coverage.Monitor risk management practices and insurance-related developments.Technology, Governance & Special ProjectsSupport accounting and business systems administration, including Microsoft 365 and financial software platforms.Coordinate technology vendors and routine system support activities.Prepare materials and reporting for Board meetings.Participate in strategic initiatives, property matters, transactions, and other special projects.Maintain organized corporate records and documentation.
QualificationsBachelor's degree in Accounting, Finance, or a related field; CPA a plusProgressive accounting and financial management experience, preferably within a privately held organization.Strong background in financial reporting, controllership, treasury management, cash flow oversight, payroll, and tax coordination.Experience working with external auditors, tax advisors, attorneys, bankers, and investment professionals.Proficiency with Microsoft 365 and accounting software systems.Excellent communication, organizational, and problem-solving skills. xzbcwsv Ability to balance strategic responsibilities with hands-on execution in a dynamic environment.