The Controller is responsible for performing key financial functions including internal reporting, policy and procedure development, business analytics, the monthly close process and sales management commissions, cash tracking, and actively facilitating client collections/payment arrangements. The individual will provide effective, accurate, and actionable financial information and apply strong analytical skills to identify and evaluate operational and business opportunities that impact financial performance and effectively communicate the results to senior management.

Hours: 

7 - 5 PM PST (Flexibility offered)

Salary:

$100k + Bonus

Role and Responsibilities

• Completes month/year end close include preparing journal entries and accruals, reconciling balance sheet accounts, ensuring proper tax reporting,  includes reconciling all assigned bank accounts and credit card statements in accordance with the financial management policy, performing month-end journal entries, and maintaining reconciliation records for all assigned balance sheet accounts.
• Verifies the accuracy and timeliness of all finance functions: daily, month, and year end reporting, payroll processing, analyzing profit performance, accounts payable, accounts receivable, and cash and credit card management.
• Manage QB cost centers to provide accurate information for revenue and cash collection variances by the sales department and own the follow up collection processes and procedures to complete the sales transaction.
• Work with our external accounting CPA firm to deliver clear and accurate accounting requirements and appropriate planning.
• Manages CEOs personal finances.
• POC for all merchant processors and related functions.
• Process and track refunds when necessary/POC for dealing with payment issues.
• Develops a soft collection strategy and ensures the organization is collecting outstanding payments.
• Collaborate with clients on subscription plans and payment plans when necessary.
• Review and process chargeback documentation to merchant processors, bank, or inquiring entity.
• Manage contract renewals and overall vendor management.
• Communicate effectively with vendors and other employees to resolve payment- processing issues; Reply to vendor requests regarding payment status.
• Prepares vendor invoices for payment, determines appropriate management approval.
• needed, and accurately enters invoices into accounting system along with supporting documentation.
• Oversee annual 1099 reporting process, adhering to all federal and state requirements.
• Develops, manages, and optimizes resources in supporting the sales department in highlighting business successes and uncover improvement opportunities including scorecards, employee/ contractor commission and bonus reconciliation.
• Organizationally wide cash management with a keen focus on individual sales commission tracker daily facilitation and payment reconciliation.
• Work with the COO to maintain and continuously improve the profitability and cash generation of the overall organization.
• Partners with senior management to drive results and influence decisions throughout the organization.
• Assists in the design and implementation of process improvements, including standardization, potential automation of existing processes and systems, and initiating and/or leading cross-functional projects to improve efficiency or effectiveness.
• Facilitates monthly reviews with CEO and COO to review financials in a simple and concise manner and provides insight and recommendations into key areas of focus.
• Assisting in HR efforts in business primarily and potentially personal as well.
• Additional duties as assigned within/externally of one’s own department.

Results:

• Financial statements are complete and delivered in a timely manner to the Leadership Team
• Company’s accounting filing system is maintained in an orderly fashion
• All controls and systems are properly maintained
• Annual budget and forecasts are produced and managed at all times
• The Company is compliant with all Financial legal and regulatory requirements, and all record keeping meets the requirements of applicable auditors and government agencies
• Leadership Team has access to up to date and accurate financial information at all times
• Budget to actual reports are prepared and communicated to departments and senior leaders
• Accounts Payable are paid in a timely manner
• Accounts Receivable are collected promptly and collection efforts are performed daily
• The corporate annual report is successfully coordinated and prepared for the Executive Team
• Successfully managed and processed payroll for commission-based employees, accurately tracking sales commissions, calculating payouts, and reconciling discrepancies, resulting in timely and error-free compensation for sales team members.
• Maintained compliance with federal and state regulations regarding HR policies, including legal requirements for payroll and compensation practices.

Requirements:

• Leads by example by demonstrating honesty, integrity, and exemplifies company core values in all business and personnel decisions.
• Treats company and resources as if they were their own.
• 4-year bachelor’s degree in finance or accounting preferred.
• Minimum of 5 years of experience in an accounting position required.
• Excellent skills in Google Workspace and QuickBooks.
• Aptitude for performing numerical analysis of data and formulating conclusions and/or solutions. Ability to use logic to define a problem, collect information, establish facts, draw valid conclusions, interpret information, and deal with abstract variables for unique or unfamiliar situations.
• Proven leadership and strategic decision-making skills.
• Ability to clearly and concisely present financial results in an easy to understand and concise manner.
• Must possess strong oral and written communication skills and the ability to participate effectively in group meetings.
• Thinks creatively and practically to develop, execute, and implement business strategies.
• Utilizes effective interpersonal and communication skills to support the sales team and other departments within the organization.
• Maintains peak performance levels under pressure and in a dynamic work environment.
• Adaptable to a constantly changing environment