Assistant Controller

Independent Tree is a small & growing professional tree service in Newbury, OH, and the only independently owned accredited tree service company in NE Ohio. We currently employ 20+ individuals. As we grow, we need qualified professionals to grow with us. Our mission is “To provide quality tree care through service, education & science”; we hire the best arborists we can find & we want the best behind-the-scenes to support the organization, its people, and its customers. We're looking for someone to be the glue that keeps the operation together and running smoothly.

The Controller is responsible for overseeing the financial & logistical operations of the organization, ensuring compliance with regulations, maintaining accurate records, and providing insights for strategic decision-making. This role involves managing the office team, collaborating with sales & production teams, overseeing payroll, preparing financial & sales reports, and developing internal controls to safeguard the company's assets, people, and future growth.

***Applicants must provide a cover letter begining with "Viva La Trees" & 2 professional references.***

Key Competencies:

• Analytical Skills: Ability to assess complex information and create coherent reports. Self-starter capable of digging in and building out core processes from scratch. Intellectually curious.
• Attention to Detail: Meticulous in handling financial and sales data, ensuring accuracy and consistency.
• Focused: Capable of maintaining concentration and delivering high-quality work under tight deadlines.
• Strong Organizational Skills: Ability to prioritize and multi-task. Deadline & detail oriented.
• Must be Customer-Service Oriented

Key Responsibilities:

Excel and Reporting:

• Develop and maintain custom Excel reports, integrating data from various sources to ensure comprehensive and dynamic reporting.
• Establish and manage dynamic links between Excel reports and other reporting tools to ensure consistency and accuracy and eliminate redundant data entry.
• Link Master Job Sheets to Payroll, Stumps, Incidents, and Production Reports.

Sales Support:

• Job Costing. Oversee the Master Daily “MHA” spreadsheet
• Maintain and improve current sales and production reports.
• Coordinate with sales reps for timely completion of tasks and run weekly & quarterly goal-tracking reports.
• Work with & help manage subcontractors
• Assist in quarterly & annual plan and budget process.
• Develop tools and templates to facilitate the development of effective sales plans and budgets. Identify growth opportunities as indicated by positive trends. Identifies deviations from plan and participates in identifying solutions to correct poor performance. Prepares all daily, weekly, monthly, and annual financial & sales reporting.

Accounting/Bookkeeping:

• Accurately code all receipts and bills, ensuring timely payment on all accounts.
• Own the preparation of accurate and timely financial statements, including balance sheets, income statements, and cash flow statements.
• Review monthly bank account reconciliations; verify accuracy of bank statements and resolve questions or problems; maintain integrity and manage cash balances and cash flow systems.
• Manage daily cash file updates. Process weekly payables decisions and check run
• Manage accounts receivable and collection efforts. Advise Owners of any issues and/or discrepancies.
• Maintain fixed asset and depreciation schedules and enter monthly journal entries.
• Maintain payroll journals and ensure clean, accurate records.
• Responsible for leadership, management, and performance evaluations of office staff.
• Serve as accounting department liaison for & perform other accounting duties as required or as requested.
• Experience with outside CPA firms and Tax Accountants

Taxes:

• Handle monthly sales tax filings and CAT taxes.
• Maintain accurate Profit and Loss (PNL) and Balance Sheets for both internal management and external accountants.
• Coordinate year-end tax returns and preparation of schedules and documents for independent CPA firm; coordinate quarter tax estimates.

Insurance & Compliance:

• Manage BWC payments and claims, coordinating with lawyers and IT management.
• Conduct annual BWC tru-ups and manage liability/auto insurance.
• Perform annual insurance audits and maintain proper tracking/reporting of trucks, equipment, and drivers.
• Administer employee insurance, including annual health/dental/vision options
• Ensure compliance with city municipal registrations, TCIA Accreditation, and OSHA reporting.

Payroll, Benefits & Employee Administration:

• Manage recruitment, new hire orientation, and pre-employment processes.
• Administer and track HR paperwork, safety training, and IT property.
• Handle weekly payroll reporting and ensure timely adjustments for pay/bonuses/commissions.
• Manage employee insurance, ensuring proper add/remove processes.
• Manage 401K record keeping & compliance

Accounts Receivable:

• Ensure accurate daily invoicing.
• Weekly checks for unbilled items and ensure AG/QB AR’s match.
• Manage collections and generate weekly reports.

Fleet Management:

• Oversee new truck purchases and ensure compliance with insurance/BMV/Safety inspections.
• Develop and maintain an equipment/truck maintenance and repair tracking process.

Required Skills:

• Excel: Advanced proficiency in creating dynamic and integrated reports.
• Mathematics and Accounting/Bookkeeping: Strong mathematical aptitude and accounting skills.
• CRM/POS/Accounting Software: Familiarity with CRM/POS & Accounting systems.
• Bookkeeping: Detail-oriented bookkeeping skills.
• Tax Compliance: Knowledge of sales tax and CAT tax filings.
• Insurance & Compliance Management: Experience in managing insurance and compliance requirements.
• Fleet Management: Ability to manage vehicle and equipment compliance.
• Payroll & Employee Administration: Proficiency in handling payroll and employee records.

Qualifications:

• Strong analytical and problem-solving skills.
• High level of attention to detail and accuracy.
• Ability to work independently and manage multiple tasks.
• Proficiency in Excel and financial software.
• Strong organizational and time management skills.
• Strong and consistent communication between staff and management, as well as vendors and professional entities

Job Type: Full-time

Pay: $85,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental Pay:

• Bonus opportunities
• Performance bonus
• Yearly bonus

Education:

• Bachelor's (Required)

Experience:

• GAAP: 1 year (Preferred)
• Microsoft Excel: 3 years (Required)
• Payroll management: 1 year (Required)
• CRM software: 1 year (Required)

License/Certification:

• Certified Management Accountant (Preferred)

Ability to Commute:

• Newbury Center, OH 44065 (Required)

Work Location: In person