• Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives.
• Provide information/education to clients about the purpose and details of financial products, services and strategies.
• Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis.
• Contact clients periodically to determine if there have been changes in their financial status.
• Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand the highest quality service

• Ability to draw upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term partnerships.
  
  
• Must be a US Citizen or permanent resident
  
  
• A four-year college degree is preferred and relevant professional FINRA securities designations are a plus. If you do not have the following, you will be required to attain them, under the sponsorship of AXA Advisors: state life and health licenses, FINRA Series 7 and 66 or equivalent.
  MBA, JD, CFP®, CPA or ChFC, a plus.
  
  

Job Description: The Controller is responsible for the development, maintenance and oversight of Global Partnership Schools and its associated entities’ financial systems while assisting CFO in all areas of financial management and company operations.

Main Responsibilities:

Financial System Design and Implementation
• Design, implement and monitor financial accounting systems, policies and procedures; resolve problems and identify system improvements.
• Prepare budgets.
• Accomplish accounting requirements by designing and maintaining accounting processes including journal entries and general ledger, billing, collections, accounts payable, accounts receivable and purchase orders; supervise bank reconciliations and closing processes.
• Implement production, productivity, quality, and customer-service standards.
• Supervise accounting staff and carry out responsibilities in accordance with Global Partnership Schools policies and procedures and applicable state and federal laws.
Financial Planning and Reporting
• Prepare monthly financial accounts vs. profit and loss statement, balance sheet, and cash flows for management reporting.
• Support annual budget processes; develop and maintain forecasts and models; ensure compliance with Generally Accepted Accounting Practices and cash management.
• Perform budget vs. actual analysis for Global Partnership Schools on a monthly basis.
• Meet finance operational standards by contributing information to strategic financial plans and reviews.
Payroll and Auditing
• Manage payroll process by analyzing, preparing and inputting payroll data using automated system; ensure compliance with all applicable state and federal wage and hour laws.
• Coordinate with external auditors and tax consultants; prepare and file basic tax returns.
• Oversee projects as assigned by CFO.


Qualifications:
• 5-7 years of experience in financial management, preferably in an educational setting.
• CPA/CMA strongly desired.
• Proficiency in Microsoft Office.
• Understanding of the principles and practices of financial accounting and reporting procedures consistent with statute, code and GAAP requirements.
• Demonstrated success in monitoring budgets and contracts.
• Demonstrated ability to manage staff.
• Demonstrates a drive, commitment and sense of urgency that inspires others to achieve results.
• Strong communication, analytical, organizational and problem solving skills

Primary Location: Headquarters/New York City

Salary Information: / Competitive