The Financial Controller at Ortiz Funeral Homes oversees financial operations across eight NYC branches, reports to the CEO, and ensures trust fund governance, regulatory compliance, payroll oversight, and transparent reporting.

Responsibilities

Coordinate monthly, quarterly, and annual consolidation of financial statements for all eight branches.
Maintain general ledger integrity and build location level P&L dashboards with budget-to-actual reporting.
Manage enterprise cash flow and optimize at-need collections to improve accounts receivable performance.
Oversee procurement controls and vendor relationships for high-cost inventory such as caskets, urns, vaults, and related supplies.
Direct the annual budgeting process and rolling forecasts to support executive decision making and operational planning.
Oversee accounting and compliance for pre-funded funeral arrangements, ensuring funds are properly trusted and revenue is recognized only upon service delivery per New York State law.
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.
Ensure firm registrations, DOHMH requirements, and death certificate filings (eVital/EDRS) are reconciled with service revenue and financially supported.
Maintain rigorous documentation to support NYC DOHMH inspections and periodic reviews of funeral directing practices.
Oversee payroll and benefits administration for funeral directors, embalmers, administrative staff, and support personnel across all locations, ensuring compliance with NYC and NYS labor and overtime regulations.
Optimize accounting platforms including QuickBooks Enterprise and funeral management systems.
Establish and enforce standardized financial SOPs across all branches.
Design and implement internal controls to reduce risk, prevent revenue leakage, and support scalable growth.

Requirements

7–10 years of progressive accounting leadership experience.
Bachelor’s degree in Accounting or Finance.
Demonstrated experience managing regulatory audits and compliance reviews.
Strong knowledge of GAAP and internal controls.
Advanced Excel skills for financial modeling, reconciliations, and dashboards.

Technologies

QuickBooks Enterprise
Funeral management systems
eVital/EDRS systems

Benefits

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

Compensation

Salary: USD 100,000 - 120,000 per year

Location

Bronx, NY (onsite)

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.

Financial Controller

Job Description