Financial Controller

Ortiz Funeral Home Inc.
Location: New York City (Bronx NY)
Level: Full-Time

Position Overview

Ortiz Funeral Home Inc. is seeking a disciplined and strategic Financial Controller to own and elevate financial operations across our eight New York City branches. Reporting directly to the CEO, the Controller will serve as a key partner responsible for consolidated accounting, trust fund governance, regulatory compliance, payroll oversight, and financial transparency across a complex multi-location organization.

This leader will strengthen internal controls, professionalize financial processes, ensure audit readiness, and help build the financial foundation necessary to support the organization’s long-term health and operational excellence within New York’s highly regulated death care environment.

Key Responsibilities

Financial Management & Reporting

Enterprise Consolidation: Lead monthly, quarterly, and annual consolidation of financial statements across all eight branches.
Performance Visibility: Maintain general ledger integrity and develop location-level P&L dashboards and budget-to-actual reporting.
Cash Flow & Collections: Manage enterprise-wide cash flow and optimize “at-need” collection processes to improve accounts receivable performance.
Vendor & Inventory Oversight: Oversee procurement controls and vendor relationships for high-cost inventory (caskets, urns, vaults, and related supplies).
Budgeting & Forecasting: Lead the annual budgeting process and rolling forecasts to support executive decision-making and operational planning.

Trust & Regulatory Compliance

Pre-Need Trust Governance: Oversee accounting and compliance for pre-funded funeral arrangements, ensuring all funds are properly trusted and revenue is recognized only upon service delivery in accordance with New York State law.
Audit & Regulatory Leadership: Serve as the primary liaison to the NYS Comptroller, Department of Health (DOH), and other oversight agencies. Maintain audit-ready schedules and documentation at all times.
Operational Compliance Alignment: Ensure firm registrations, DOHMH requirements, and death certificate filings (eVital/EDRS) are reconciled with service revenue and financially supported.
Regulatory Documentation: Maintain rigorous documentation to support NYC DOHMH inspections and periodic reviews of funeral directing practices.

Payroll, Systems & Administration

Payroll Leadership: Oversee payroll and benefits administration for funeral directors, embalmers, administrative staff, and support personnel across all locations, ensuring full compliance with NYC and NYS labor and overtime regulations.
Systems Optimization: Optimize accounting platforms including QuickBooks Enterprise and funeral management systems.
Process Standardization: Establish and enforce standardized financial SOPs across all branches.
Internal Controls: Design and implement financial controls to reduce risk, prevent revenue leakage, and support scalable growth.

Qualifications

Experience & Education

7–10 years of progressive accounting leadership experience.
Experience in multi-unit retail, healthcare, service-based, or death care environments strongly preferred.
Bachelor’s degree in Accounting or Finance required.
CPA strongly preferred due to complex trust accounting and regulatory requirements.
Demonstrated experience managing regulatory audits and compliance reviews.

Technical & Industry Skills

Proficiency in QuickBooks Enterprise and industry-specific software
Strong knowledge of GAAP and internal controls.
Advanced Excel skills (financial modeling, reconciliations, dashboards).
Familiarity with NYC regulatory landscape, including HRA burial allowance processes and eVital/EDRS systems preferred.

Ideal Candidate Profile

High-integrity leader with a “controls-first” mindset.
Operationally disciplined yet strategically oriented.
Experienced in scaling financial operations across multiple locations.
Capable of modernizing systems and driving financial transparency.

About Ortiz Funeral Home Inc.

Ortiz Funeral Home Inc. is a trusted provider of funeral services serving families throughout New York City. With eight locations and a long-standing commitment to compassionate service, we are focused on strengthening operational discipline, regulatory integrity, and financial governance to support our continued growth and service excellence.

Pay: $100,000.00 - $120,000.00 per year

Benefits:

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

Work Location: In person

Ortiz Funeral Homes

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