Joele Frank

Controller

• Manage and control financial data flowing through Oracle NetSuite (ERP/GL system), ensuring accuracy and integrity across all transactions.
• Perform full-cycle month-end close, including preparing and posting journal entries (AP, AR, accruals), and reconciling key balance sheet accounts monthly or quarterly.
• Build and maintain financial dashboards and Key Performance Indicator (“KPI”) reporting; present management reports on both an accrual and cash basis.
• Conduct variance analysis on the P&L, identifying and explaining significant deviations versus prior periods or budget / forecasts.
• Coordinate with external auditors, facilitating Prepared by Client (“PBC”) requests and supporting the preparation of annual audited financial statements.
• Prepare interim & final financial reports for external tax professionals to support quarterly estimates and year-end filings.
• Assist with forecasting and expense management initiatives in partnership with the CFO and Director of FP&A.
• Supervise the AP Associate, reviewing vendor invoices for proper GL coding and ensuring timely payments within agreed terms.
• Monitor partner equity activity, including managing buy-in schedules, calculating price per share, supporting distribution planning, and serving as a primary point of contact for partner communications on equity-related matters.

Assistant Controller