Open Positions

Jr. Controller - Trust Company

Location: Montvale, NJ
Date Posted: 01-03-2019
Madison Trust / Broad Financial is an integrated, rapidly growing, Rockland County based financial services group comprised of a chartered trust company, an IRA services specialty group, multiple alternative investment fund affiliates and a real estate group.

We occupy a strong niche in the IRA / Alternative Investment space and are poised to take full advantage of the Crowdfunding and Self Direction boom.

We are seeking a Jr. Controller to help in the daily  financial operations of the Madison Trust group of companies. You will will take ownership of some of the accounting function for the over 1B in client assets, over 50M in client cash as well as some bookkeeping for a financial services firm that has been growing year after year.

Strong knowledge of Quickbooks is required for this role

  • Perform a variety of financial reporting and oversight activities.
  • Manage monthly, quarterly and annual financial close as well as related reporting.
  • Record day to day accounting transactions and complete the posting process
  • Maintain  financial records, including purchases, invoices, receipts, and payments
  • Execute monthly bank reconciliations for both checking and credit card accounts.
  • Work with outside accounting firm in the preparation of tax returns or audits as appropriate.
  • Take a lead role in the preparations for Division of Banking examinations and support other regulatory related activities.
  • Be responsible for the preparation and/or review of corporate as well as client account reconciliations.
  • Assist with the preparation of schedules needed to manage and maintain insurance needs, including General Liability, D&O, Cyber policies etc.
  • Manage the accounting team in an efficient and effective manner.

  • Bachelor’s or Master’s Degree in Accounting
  • Strong knowledge of QuickBooks required
  • Experience in banking a plus but NOT required
  • Strong Excel skills.
  • Excellent written, oral, and interpersonal communication skills
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