Financial Controller

Responsibilities

• Oversee all core accounting functions, including lease and depreciation entries, monthly loan transactions, prepaid amortization, insurance entries, and real estate/personal property tax entries.
• Manage deferred revenue processes, including standard and partial-month entries, monthly accruals, and related reconciliations.
• Complete weekly bank reconciliations, prepare the monthly Statement of Cash Flows, and maintain accurate consolidated financials.
• Perform monthly balance sheet reconciliations and tie-outs; review and analyze monthly financial statements; and update branch-level financials.
• Maintain sales tax compliance through rate comparisons, validation workbooks, audit recreation (including California filings), and balance sheet verification.
• Oversee payroll-related accounting, including bi-weekly payroll journals, ISR commission calculations, payroll accruals, vacation accruals, and setting up sales reps as commissionable in Business Central.
• Reclassify inventory used for maintenance/service repairs, validate shop work order costs, and process inventory branch transfers.
• Handle operational accounting tasks including RSO invoicing, daily fraud filter reviews, expense reimbursement approval/posting, and monthly employee benefits entries.
• Manage company credit card setups, employee card assignments, and general financial controls.
• Lead and develop accounting team members and maintain key financial tracking tools, including the Fixed Asset Utilization file.

Qualifications

• CPA (active).
• Strong GAAP expertise, including revenue recognition (deferred revenue, partial month recognition), lease accounting, and fixed asset/depreciation.
• Financial reporting proficiency, including monthly close, consolidated financial statements, and Statement of Cash Flows.
• Balance sheet ownership with demonstrated ability to complete and review reconciliations, tie-outs, and flux analyses.
• Sales tax compliance experience, including multi-state (preferably including California), rate validation, and audit support.
• Payroll accounting knowledge, including payroll journals, accruals, vacation accruals, and sales commission accounting (ISR commissions).
• Inventory accounting experience (reclasses, work order cost validation, branch transfers).
• Internal controls mindset with ability to design, document, and improve processes (credit card controls, fraud filter reviews, approvals).
• Advanced Excel skills (e.g., INDEX/MATCH/XLOOKUP, PivotTables, Power Query or equivalent for reconciliations and analytics).
• ERP proficiency—hands-on experience with mid-market ERP; Dynamics 365 Business Central strongly preferred.
• Leadership capability to coach, prioritize, and develop accounting team members; effective cross-functional communication with Operations, Sales, and HR/Payroll.

Preferred Qualifications

• Public accounting or audit experience (external or internal).
• Experience in a multi-entity, multi-branch, or multi-state environment.
• Experience preparing cash forecasts and liquidity analyses.
• Exposure to fraud prevention controls within AR/AP or payment processing.
• Experience: 7–10+ years progressive accounting experience, including:
• 3+ years in a supervisory/management capacity (Senior Accountant, Accounting Manager, Assistant Controller, or Controller).
• Demonstrated ownership of month-end close and financial statement review.
• Direct experience with deferred revenue, lease accounting, payroll accruals/commissions, multi-state sales tax, and inventory accounting.

Experience

• CPA (Required).
• Bachelor’s degree in accounting or Finance with substantial accounting coursework.
• Masters in Accounting or MBA.
• ERP: Dynamics 365 Business Central, or similar (e.g., NetSuite, Sage Intacct, Microsoft Dynamics GP).
• Spreadsheets & BI: Advanced Excel; Power BI or similar.
• Close & Compliance: Experience with close checklists, reconciliation tools/workbooks, and audit documentation.
• Tax & Payroll Systems: Familiarity with sales tax engines/validation workbooks; coordination with payroll systems and commission setups.

Benefits

• Immediate PTO eligibility
• Holidays off
• Medical, dental, vision, and life insurance
• 401(k)
• Health Savings Account