Position Summary

Full-time
We are seeking a highly skilled and analytical Controller and Finance Manager to join our leadership team and play a pivotal role in both financial stewardship and strategic planning. This position combines the rigorous responsibilities of a traditional Controller—ensuring compliance with financial policies, leading month-end and year-end closings, and delivering accurate financial reporting—with the forward-looking insights of a Financial Manager, including budgeting, forecasting, and business modeling for new initiatives and product development. The ideal candidate is a hands-on, detail-oriented professional with a strong foundation in accounting, a keen analytical mindset, and the ability to support business decisions through sound financial insight and modeling.

Key Responsibilities

Controllership Duties

Financial Accounting & Reporting

• Oversee the preparation of timely and accurate financial statements (P&L, Balance Sheet, Cash Flow) in accordance with GAAP.
• Ensure compliance with all financial regulations, including state, federal, and industry-specific requirements.
• Maintain the general ledger and chart of accounts; ensure accuracy of journal entries and account reconciliations.
• Produce monthly management reporting packages with commentary on financial performance, key trends, and variances.

Month-End and Year-End Closing

• Manage the complete closing process, including revenue recognition, expense accruals, fixed asset tracking, and inventory reconciliation.
• Develop and maintain a closing checklist to ensure all closing tasks are completed systematically and efficiently.
• Analyze and reconcile key accounts to detect and resolve discrepancies before financial reporting.

Internal Controls & Policy Compliance

• Design and enforce financial and accounting policies, procedures, and internal controls to safeguard company assets.
• Conduct regular reviews and audits to ensure adherence to internal processes and identify areas for improvement.
• Maintain accounting documentation and policy manuals; provide guidance and training to staff on accounting standards.

Audit & Compliance

• Serve as the primary liaison with external auditors during financial and tax audits.
• Prepare all necessary audit schedules, documentation, and responses to auditor inquiries.
• Monitor compliance with loan covenants and reporting obligations to financial institutions or investors.

Cash Management & Operational Support

• Monitor daily cash flow and develop 13-week rolling cash forecasts.
• Oversee banking relationships and optimize working capital usage.
• Support vendor negotiations through analysis of payment terms, purchasing cycles, and cost reduction opportunities.

Financial Analysis and Strategic Planning

Budgeting & Forecasting

• Lead the annual budgeting process in collaboration with department heads, aligning financial plans with strategic goals.
• Develop rolling forecasts (monthly/quarterly) to reflect current trends and evolving business conditions.
• Prepare detailed budget-to-actual analyses, highlighting significant deviations and recommending corrective actions.

Financial Modeling

• Create dynamic financial models to support pricing strategies, channel margin analysis, and sales growth scenarios.
• Design IRR, NPV, and breakeven models for new product development, capital investments, and business expansion plans.
• Conduct sensitivity and scenario analysis to assess risks and opportunities under varying business assumptions.

Product & Operational Analytics

• Analyze product-level gross margins, COGS, contribution margins, and unit economics across channels and regions.
• Collaborate with operations to evaluate inventory levels, production costs, and supply chain efficiency.
• Support product roadmap decisions with cost-benefit analysis, investment recovery timelines, and capacity planning inputs.

Cross-Functional Financial Leadership

• Partner with Marketing, Sales, and Product Development teams to develop financial KPIs for measuring campaign ROI, customer acquisition cost (CAC), and lifetime value (LTV).
• Present financial insights and recommendations to executive leadership in support of strategic initiatives and board discussions.
• Translate financial data into executive-level presentations and dashboards for ongoing business performance monitoring.

Requirements

• Bachelor’s degree in finance or accounting.
• 5–10 years of progressive experience in accounting and financial analysis, preferably in a manufacturing or consumer products environment.
• Strong knowledge of GAAP, financial reporting, and internal controls.
• Advanced proficiency in Microsoft Excel.
• Experience with accounting software and ERP systems (e.g., Oracle NetSuite).
• Experience with or eagerness to learn financial modeling and analysis.

Benefits

• Competitive salary and benefits package.
• Opportunities for professional growth and development.
• PTO and holidays, 401k with matching, Health Care reimbursement (ICHRA), Dental Plan, Educational Assistance.