JOB TITLE: Controller
LOCATION: Santa Barbara, California (onsite)
FLSA EMPLOYMENT CLASSIFICATION: Exempt
POSITION SUMMARY: Responsible for day-to-day accounting and financial reporting functions, ensuring the accuracy, integrity, and timeliness of financial information and maintaining strong efficient, progressive accounting systems and procedures. The ideal candidate serves as a key partner to executive leadership on financial matters,
A TYPICAL DAY: Overall financial management of the company with day-to-day cash flow planning and controlling account analysis, documenting changes in procedures, budgets, reviewing financial statements and/or managing other regulatory and tax commitments.
DUTIES AND RESPONSIBILITIES include but are not limited to the following:
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Prepares timely month-end results (10th workday following ME for MBR and 12th workday following ME for MBI) and explains deviations from budget, plan or forecast.
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Establishes financial and accounting policies and executes best practices that expand investment opportunities, forecasts, taxes, internal controls, banking, budgeting, and risk management.
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Reports, analyzes, and interprets highly complex financial and operating data for the MarBorg companies, including cost, profitability, and pricing analyses, as well as any other ad hoc analyses of interest to management.
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Prepares and presents annual budgets for MBR with assistance.
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Manages and prepares for annual financial audits, audit management letters, and coordinates with auditors.
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Initiates and approves reports required by tax and regulatory agencies.
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Analyzes, recommends, and implements upgrades and improvements to accounting systems and accounting control procedures.
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Keeps proper financial records and accounts in an orderly manner.
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Initiates and advises management regarding insurance coverage for risk management protection against property losses and potential liabilities.
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Serves as a 401(k)-plan administrator.
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Cash management including initiating, with ownership approval, transfers, lines of credit, ACH, wires, and release of cash.
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Advises management on desirable operational adjustments due to tax code revisions.
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Directly manages and develops the Accounting Manager by providing priorities, expectations, coaching, and accountability.
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Partner with Accounting Manager to ensure effective management of the broader accounting team by motivating and developing a team of accounting professionals to grow their careers by enhancing processes, developing technical capabilities, and solving problems.
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Any other duties needed to help drive to our vision, fulfill our Mission, and abide by our organization’s values.
SUPERVISORY RESPONSIBILITIES:
Manage the Accounting Manager. The Accounting Manager oversees the day-to-day activities and management of the remainder of the accounting team.
QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
KNOWLEDGE, SKILLS, ABILITIES AND EXPERIENCE:
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Demonstrated experience managing financial close, financial statement preparation, and methods of financial control and reporting.
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Knowledge of internal control and audit principles.
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Strong leadership and interpersonal skills.
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Knowledge of GAAP and financial reporting requirements.
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Financial administration and debt management.
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Knowledge of pertinent federal, state, and local regulations.
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Ten (10) years of extensive experience in accounting or auditing which shall be at the full performance level, including Controller and supervisory experience.
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Relevant experience with automated accounting systems.
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Ability to analyze, interpret, and communicate complex financial and accounting issues in both oral and written form.
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Ability to handle financial, payroll, project, and confidential information.
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Ability to lead and develop accounting team through direct report management structure.
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Experience with investment management and credit facilities.
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Ability to be well organized, self-directed, and politically savvy.
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Protects operations by keeping financial information and plans confidential.
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Must have excellent work habits, willing to work the hours necessary to get the job done when important deadlines cause greater than normal departmental pressures.
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Extensive knowledge of accounting/ERP systems, Excel, and Word.
EDUCATION: Bachelor’s degree from an accredited college or university with major coursework in accounting, finance, or business administration or related field is required. A master’s degree in accounting, finance, or business administration or related field is highly desirable.
CORE COMPETENCIES:
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Doing Good – (Code of Conduct).
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Making Good – (Accountability, responsibility, and ownership for a problem).
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Treating People Well – (Works cooperatively and effectively with others).
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Environmentally Focused (Employee takes initiative as a LEED building initiative to preserve and improve our local environment for future generations).
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Observant: (Employee can identify safety or operational deficiencies to quickly implement a correction).
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Safety Matters: Employee actively participates and promotes a safe and healthy workplace.
NEAT JOB SPECIFIC COMPETENCIES: Analytical, judgement, strategy, change management, integrity, problem solving, leadership, business acumen.
LANGUAGE SKILLS: Position requires excellent verbal and written English communication skills including ability to read, comprehend, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the public.
MATHEMATICAL SKILLS: This job requires the ability to do math equations and summaries for reviewing and reporting statistical, forecasting, and budgetary information.
REASONING ABILITY: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
CERTIFICATIONS: Certified Public Accountant a plus.
PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Primary functions require the physical ability and mobility to work in an office and stand or sit for prolonged periods of time. Occasional bending, kneeling, crouching, reaching, and twisting; to lift, carry, or push, and/or pull light to moderate amounts of weight not to exceed 25 pounds. The position requires the operation of office equipment requiring repetitive hand movement and fine coordination, including use of a computer keyboard; and to verbally communicate to exchange information.
WORK ENVIRONMENT:
We are a drug-free & alcohol-free work environment.
Office environment in an industrial location. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
While performing the duties of this job, the employee is at times exposed to moving mechanical parts, fumes, or airborne particles, and outside weather conditions. The employee is occasionally exposed to wet and/or humid conditions; high, precarious places; fumes or airborne particles; and vibration. The noise level in the work environment can be loud and dirty. Personal Protective Equipment is required to be put on like gloves, safety footwear, and a hard hat if visiting other locations.
