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plante moran

Experienced Hires


  • Location: United States, Michigan, Southfield

Date published:


Position Summary:

  • Controllership functions for the P&M Holding Group, LLP and Affiliated Entities.
  • Responsible for the timely and accurate completion and distribution of the P&M Holding Group, LLP and Affiliated Entities financial statements and management reports
  • Responsible for highly complex technical accounting issues and compliance requirements related to financial reporting and management information for USA operations
  • Responsible for highly complex technical accounting issues and compliance requirements related to financial reporting and management information for International operations
  • Coordinates firm-wide financial analysis, financial presentations and communication to internal clients  
  • Serves in an advisory role to direct and indirect reports for financial issues regarding P&M entities and international operations  
  • Oversight of the Firm’s planning process.  Reviews the final firm profit plan and enhances how the team provides management information to partners and staff
  • Support/leadership with mergers and practice acquisitions including due diligence and integration
  • Presentation of key financial information to the Management Team, Policy Committee and Partners as required
  • Understanding of the Firms Practice Management and Accounting Systems 
  • Able to lead and manage other Financial Reporting Managers including being responsible for development of staff, career planning meetings, completion of PPA’s, Compass Forms and Annual Wrap-up Forms and handling of performance issues and training

Position Accountabilities:

The following areas are vitals:

  • Strong people skills and ability to deal effectively with upper management, staff and leverage work/skills to others-  People-People Person
  • Important the person is a team player and willing to place the Firm and staff ahead of their own interests
  • Strong project management skills – ability to prioritize workloads and assist staff with prioritization
  • Strong accounting skills
  • Strong problem solving skills
  • Strong analysis skills with numbers, metrics and trends.
  • Working with various Financial Reporting Managers to assure timely distribution of accurate financial reporting information. 
  • Development, training and the management of direct reports and staff
  • Provide growth opportunities to develop staff into stronger performers and the ability to raise the bar on staff performance levels
  • Training of managers to be strong leaders and supervisors
  • Transfer knowledge, ownership and accountability down to direct reports and objectively evaluate performance
  • Ability to motivate and inspire staff 
  • Serves as a positive role model in all interactions
  • Responsible for Compass sessions for direct reports – Minimum 2 per annum for direct reports. One by 11/30 and one by 3/31.  Also will be an advisory team member on other Financial Reporting senior and staff accountants.

Financial Reporting and Analysis Responsibilities

Monthly Reporting

Final Review of the Following:

  • Charge Hours Flash Report
  • Realization Report
  • Top Sheet with commentary
  • Entity General Review
  • International Review
  • Variance & trend analysis on actual vs. plan results
  • Create analysis of key financial business metrics
  • Firm Statements
  • Industry Statements
  • Consulting Statements
  • Office Statements
  • Entity Statements
  • Quarterly Entity Review (required)
  • Financial Statement Package due to CFO
  • Distribute financial information and analysis
  • Communicate to CFO and Management Team significant accounting or business issues
  • Review Financial Reports on Secure Zone
  • Preparation for presentations to summarize an annualize financial information
  • Monitoring Net Capital for Broker Dealer Entities

Quarterly Reporting

  • Quarterly package with MP memo to CFO within 5 days after monthlies are issued
  • Review (prepare as necessary) the work paper binder
  • Prepare schedule of major quarterly/year-end adjustments
  • Distribution of financial statement to partners
  • Review of financial information for quarterly bank covenants
  • SEC reporting Focus Filings

Periodic Reporting

  • Prepare presentations for partner and associate meetings.
  • Review firm surveys and review with CFO, GMP and MP

Annual Reporting

·           Oversee SEC rules and regulations for Broker Dealer entities including but not limited to annual audits, net capital computations, focus filings and other FINOP responsibilities

Annual Financial Plan Responsibilities

  • Final review of final profit plan rollup from OMP plans, C&I Plans, Department Plans and roll up to P&M Holding Group, LLP  
  • Final review of plan projection model for May Policy Committee Meeting
  • Final Review of plan spread
  • Timely completion of Firm Administration , Facility and Accounting Plan

Other Financial Reporting Responsibilities

  • On-going focus and attention to cost reduction and analysis.
  • Other projects as assigned

Tax Return Responsibilities

  • Provide support to assure completion of all workpapers needed to prepare the P&M Holding Group, LLP tax return with a due date of September 30th.
  • Review of all Entity level tax returns for PMT, PMCF, CRESA and PMGBA II and others as needed.
  • Support preparation of state and local tax returns as needed

Other Requirements

  • CPA Required
  • Tax Experience a Definite Plus
  • Licensed FINOP Certification needs to be attained
  • Qualified individuals must either reside in or near the Southfield, MI area or be willing to relocate to the area for this opportunity.
  • This position may require some local travel.

Our difference.

We are a nationally recognized public accounting, consulting, and wealth management firm, consistently ranked as one of FORTUNE magazine’s “100 Best Companies to Work For.” At Plante Moran, we live by the Golden Rule, fostering a relatively “jerk-free” culture with the lowest staff turnover rate in the industry. Our supportive network of well-rounded professionals is excited to catapult your growth and help pave your pathway to professional excellence.

Apply now. Experience our difference.

This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.

Plante Moran is an Equal Opportunity Employer, committed to a diverse workplace.

Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of applications received, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of candidates that are bilingual in Japanese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.   

The specific statements above are not intended to be all-inclusive.