Controller

Overview

A growth-oriented consulting firm specializing in risk optimization for public utility organizations is seeking a Controller. This remote position (US-based) requires occasional travel to the headquarters office in Walnut Creek, CA.

Responsibilities

Accounting & Financial Operations

• Lead day-to-day accounting operations including general ledger, accounts payable, accounts receivable, payroll accounting, revenue recognition, fixed assets, lease accounting, and cash management
• Manage monthly, quarterly, and annual financial close processes
• Prepare and review monthly financial statements in accordance with GAAP
• Maintain and enforce accounting policies, procedures, and internal controls
• Oversee account reconciliations and balance sheet integrity
• Develop scalable accounting processes and operational efficiencies to support company growth

Treasury Management

• Manage bank accounts and cash balances

Budgeting & Forecasting

• Support budgeting, forecasting, and financial analysis activities in partnership with the CFO
• Prepare annual Capex, depreciation & amortization budgets and update forecasts as necessary

Compliance & Regulatory Oversight

• Own corporate compliance including sales and use tax, income tax coordination with external providers, tax filings (sales tax, business property tax), business licenses and registrations, annual reports, and state filings
• Manage regulatory reporting requirements
• Coordinate external audits, tax advisors, and other third-party service providers
• Ensure compliance with federal, state, and local regulations
• Monitor changes in accounting standards and regulatory requirements and implement necessary process changes

Systems & Process Improvement

• Serve as a key finance systems resource for accounting and financial operations
• Maintain and optimize accounting workflows within Oracle NetSuite and related systems
• Partner with operations and project management teams to ensure accurate project accounting and reporting within OpenAir
• Identify opportunities for automation, process standardization, and improved reporting
• Work with NetSuite consultants to implement system improvements

Leadership & Cross-Functional Support

• Supervise and mentor accounting staff
• Partner cross-functionally with operations, HR, project management, and executive leadership teams
• Support strategic initiatives, due diligence activities, audits, and special projects
• Provide financial insight and operational support to the CFO and leadership team

Insurance

• Manage insurance renewals and provide Certificates of Insurance as required
• Ensure appropriate insurance coverage for current operations and anticipated growth

Requirements

• Bachelor’s degree in Accounting, Finance, or related field
• CPA designation required
• Minimum 7 years of progressive accounting and finance experience including leadership roles
• Prior Controller or Assistant Controller experience strongly preferred
• Strong knowledge of GAAP, financial reporting, and internal controls
• Experience managing tax and regulatory compliance activities
• Experience with multi-entity and/or project-based accounting environments preferred
• Strong ERP experience required; Oracle NetSuite experience strongly preferred
• Experience with OpenAir or similar PSA/project accounting systems preferred
• Advanced Microsoft Excel skills and strong financial systems aptitude
• Excellent analytical, organizational, and communication skills
• Ability to manage multiple priorities in a fast-paced environment

Preferred Qualifications

• Experience supporting private equity-backed or high-growth organizations
• Hands-on and detail-oriented with a strategic perspective
• Strong process improvement mindset
• Ability to independently drive projects and solve problems
• High level of integrity, accountability, and professionalism

Compensation & Benefits

• Salary range varies based on geographic location, candidate experience, and market conditions
• Comprehensive health and welfare benefits including medical, dental, and vision insurance
• Disability insurance (short-term and long-term), flexible spending account, health savings account, basic life/AD&D insurance
• 401(k) plan
• Paid time off, company holidays, leave of absence, and flexible work schedules
• Employee referral program, professional development opportunities, and charitable contribution match

Location

Remote (US-based) with occasional travel to Walnut Creek, CA headquarters.

Additional Information

• Equal Employment Opportunity employer
• Considers qualified applicants with arrest and conviction records
• Must be authorized to work in the United States on a full-time basis; no visa sponsorship available

This job description outlines primary responsibilities and qualifications but is not exhaustive. Additional duties consistent with the role may be assigned.