Job Description

Insero Talent Solutions is recruiting for a Controller/Finance & Operations Strategist for our well-established and growing client.

This opportunity reports directly to the Owner/President. It is located in Downtown Rochester and is a full time in-office position in a newly renovated office space and prioritizes work-life balance.

Salary $95K to $105K plus bonus potential and competitive benefits

Highlights:

o Lead the financial strategy of a stable, growing company

o Work directly with the owner to shape decisions

o Bridge finance, operations, and technology to drive smarter outcomes

Our client is a well-established company that is well respected throughout the New York real estate industry. Their team of approximately 35 employees has an average tenure of over 15 years. They pride themselves on long-term relationships, operational stability, and continuous improvement, and are seeking a financial & operations strategist who can bridge the gap between finance, operations and technology to drive their business forward.

The Opportunity

As senior financial manager and strategic partner, you will transform financial and operational data into actionable insights that inform business decisions. You will oversee the accounting operations performed by two full-time bookkeeping staff, ensuring the integrity of financial information. Collaboration with senior leadership and the IT development team will be crucial in enhancing systems, reporting, and business intelligence. The ideal candidate will be both hands-on and forward-looking, capable of managing daily accounting while elevating analysis, forecasting, and process improvement.

Key Responsibilities

Financial Leadership

· Supervise A/P, A/R, payroll, and general ledger activities performed by bookkeeping staff

· Review reconciliations and ensure accuracy of monthly, quarterly, and annual closes

· Produce timely and reliable financial statements

· Maintain compliance with GAAP and company policies

Reporting & Business Insights

· Develop meaningful management reports, KPIs, dashboards, and cash flow projections

· Analyze trends, margins, and performance across products, clients and departments

· Provide variance analysis and actionable recommendations to leadership

· Support budgeting, forecasting, and scenario planning

Strategic Partnership

· Act as a financial advisor to ownership in support of decision-making

· Identify opportunities to improve profitability, efficiency, and cost control

· Participate in operational and technology initiatives impacting financial data and reporting

· Evaluate investments, contracts, and growth opportunities

Systems & Process Improvement

· Lead QuickBooks and related financial systems

· Partner with IT development to enhance automation, integrations, and data visibility

· Strengthen internal controls and documentation

· Improve workflows between accounting and other departments

External Relationships

· Serve as primary liaison with outside CPA firm, tax preparers, auditors, banks, and other financial partners

Qualifications

· 5+ years of progressive accounting/finance experience

· BS in Accounting or Finance

· Strong expertise in QuickBooks (Online and/or Desktop) or other accounting software

· Demonstrated strength in financial analysis and translating data into insight

· Experience supervising staff

· Advanced Excel/spreadsheet capability

· Thorough understanding of information technology procedures and practices

· Strong business acumen and communication skills

· Ability to operate both strategically and tactically

Preferred

· Experience in a small to mid-sized company

· Background working with system implementations or data integrations

· Controller-level background

· MBA, CPA or CMA a plus

What Success Looks Like

· Monthly financials within eight business days

· Reduction in manual processes

· Deliver dashboards used regularly by leadership

· Clear visibility into profitability by client, product and department

· Improved processes, systems and reporting capabilities

Why Join Our Client?

· Be part of a collaborative and supportive team.

· Work directly with ownership and have a meaningful voice in business decisions

· Take on a high-impact role where your insights will shape strategy, not just reporting

· Be part of a stable, 25+ year company with a strong reputation and consistent performance

· Help drive real improvements in systems, reporting, and operational efficiency

· Gain exposure across all aspects of the business, from financials to operations to technology

· Contribute to a company committed to continuous improvement and long-term success