Financial Controller
DeWinter GroupSan Francisco, CA, United States3 days ago
Job type
- Full-time
Job descriptionEnsure compliance with all applicable laws, rules, filings and regulations. Coordinate the completion of schedules required by external CPA to prepare Federal and State income tax returns. Coordinate completion of appropriate DE franchise, property, sales and use, payroll and other tax and business license filings. Prepare quarterly VC reporting package when applicable. Prepare monthly debt compliance reports when applicable. Preparation and / or review of financial statements and related fluctuation analysis and management reports. Cash flow analysis, cash projection assumptions and analysis and management of cash balances. Coordination and distribution of financial data related to due diligence. Prepare monthly financial forecasts, annual budgets and multi-year financial models. Prepare “bridge analysis” for any changes to forecasts and budgets. Prepare monthly waterfall schedules for comparison of actuals to forecast and budget. Prepare monthly financial reporting package and Board of Director slides. Manage and coordinate 409A renewals, including preparation of related multiyear forecasts. Perform such accounting, financial and / or administrative tasks as may be required from time to time. Coordination of insurance renewals, workers’ compensation audits and financial analysis of related renewals. Oversight of Employee Benefits including review and analysis of 401K plans and recommendations in coordination with HR Manager and CFO. Maintain three-month client calendar and review with team and client on a regular basis to manage expectations of deliverables for the team and to client and to identify staffing needs and present solutions / requests for those staffing needs. Coordinate frequent service team meetings to ensure progression on projects, close deadlines and project deadlines are met. Proactively share your knowledge across your client services teams, your peer group and the company’s team at large. This includes actively responding to requests for information / knowledge from any company staff that you have knowledge of and proactively disseminating information that would be useful to other company team members (whether related to technical accounting, operating systems used by staff, industry trends, etc.). Manage the work of staff assigned to your clients (“client service team reports”) by providing real-time feedback to the staff as well as to their reporting manager. coordinate management of HR issues with company HR manager. Maintains a working knowledge of the services that the company provides and be able to proactively identify service opportunities that provide value to the client and work with the CFO / VP Finance on the account to bring those to the attention of the client for their consideration. Timely responsiveness : responds to communications (emails, texts, slack, voicemails etc.) from clients and internal staff members within the day with either 1) an answer or 2) an acknowledgement of receipt of the email and a reasonable estimate of the time needed to respond to set expectations. At least 10+ years’ experience, including 3 years managing experience. 2-3 years’ public accounting experience. Demonstrated ability to form, lead and develop high-performing teams. Demonstrated success working collaboratively : within a functional team, across departmental functions and with an executive management team. Strong leadership and communication skills. Experience in analyzing business performance to plan. Experience in developing multi-year financial plans to support due diligence and 409A valuations. Strong knowledge of US GAAP, company consolidations, internal controls and financial reporting. IFRS experience a plus. Demonstrated success in fast paced start up environment as well as experience in mid-size and public companies. Proficiency in all MS Office programs, QuickBooks and Intacct, NetSuite, or other mid-tier systems.
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DeWinter Group Pay Range
This range is provided by DeWinter Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base Pay Range
$160,000.00 / yr - $195,000.00 / yr
Direct message the job poster from DeWinter Group
Our Bay Area based client, a leading professional services firm, seeks a Financial Controller to manage and maintain all accounting and financial functions for the company’s clients. The Financial Controller is responsible for the day-to-day relationship with the client and for managing the staff on the client service team.
Responsibilities
Accounting Operations
- Oversight of monthly accounting close process in accordance with the company’s best practices including analytical review of the monthly operating results and related key performance measure reports to ensure accurate financial reporting and appropriate documentation and support of all financial entries.
- Oversight of payroll processing and tracking.
- Implement, document and maintain adequate and effective internal controls and processes to ensure timely and accurate financial and management reporting.
- Responsible for proper timing and application of revenue recognition rules.
- Provide technical accounting GAAP guidance and support to all team members.
- Coordination of option tracking and related paperwork and accounting.
Compliance Management
Financial Planning, Analysis and Reporting
G&A Operations
Client / Staff Management
Required Experience / Skills
Education / Certification
Bachelor’s degree in accounting, CPA license.
Seniority Level
Director
Employment Type
Full-time
Job Function
Accounting / Auditing and Finance
Industries
Software Development, Accounting, and Professional Services
South San Francisco, CA
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Financial Controller • San Francisco, CA, United States
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