Canepa Associates

Controller

Canepa Associates San Jose, CA

Controller (Contract (2024) to Hire (2025))

Position location: Remote; however preferred locations: Sacramento / San Francisco Bay Area, California or Atlanta, Georgia

Overview

Our client is a non profit is looking for a Controller with at least 10 years of Finance/Accounting experience. They have a 20+ year history as a standards development and trade organization, has reached a point in its journey where we need to evolve and grow our team with a finance professional who can help take our F&A functions to the next level – efficient, effective, digital, scalable – bringing their F&A skills and enterprise experience to our 501(c)(6) organization to support our 600+ members which include the biggest brands and companies in the world.

The Controller is responsible for all aspects of the organization’s financial operations and reporting, including, but not limited to, general ledger accounting, accounts receivable, accounts payable, payroll, cash management and reconciliation, regulatory, financial, and managerial reporting, budget and forecasts preparation, as well as supporting the evolution of internal financial control policies and procedures.

Own the overall direction, coordination, and performance of the Accounting/Finance Department. Ensure efficient, effective finance and accounting operations. Directly supervise finance and accounting staff and carry out supervisory responsibilities (planning, assigning work, performance management, etc.) in accordance with the organization's policies and applicable laws. Develop and evolve team and aligned with goals, scope, and budget, including interviewing, hiring, and training. Experience in helping develop new revenue streams for the company and experience in working in a non profit.


Duties and Responsibilities:

  • Leads the preparation of the annual budget in partnership with Program Management, based upon the goals and business plans of the organization and its working groups
  • Prepares monthly, quarterly, and annual financial, managerial and operational reports; including, but not limited to, balance sheet, statement of income, statement of cash flows, weekly and monthly project cost detail, labor efficiency reporting, key performance indicators, etc.
  • Reports internally and to the Finance Committee on monthly performance and variance from the established budget, and the reasons for those variances
  • Assists in the interpretation of the organization’s financials in partnership with department heads, to management and Finance Committee and recommends improvement activities.
  • Forecasts cash flow positions and available organization funds.
  • Engages and assists in benchmarking revenue models and costs
  • Identifies areas for and enacts operational improvements, including process and tools improvements.
  • Interfaces with outside tax/audit firms, banks and lessors, casualty/liability insurance agents(s), credit card companies and collection agencies.
  • Assists management of insurances, including, but not limited to health, property and casualty, directors and officers, and workers compensation insurance.
  • Assists in the development of internal control policies and related procedures.
  • Qualifications:
  • Bachelor’s degree in accounting or finance; Master of Accountancy (MaCC) or Master’s in Business Administration (MBA) degree is highly preferred.
  • At least 10 years of Accounting/Finance experience.
  • At least five years of experience as Controller or Assistant Controller with a company with >$100M in revenues.
  • Experience with financial management of 501(c) organizations is a significant plus.
  • CPA license or CMA certificate, or significant progress toward certification required.
  • Must be a leader, while simultaneously being a team player. Must be able to work seamlessly across the organization and drive appropriate behaviors from people who do not work for you, without overstepping and without being considered rude or hard to work with. Must be able to influence, coach, teach, and communicate effortlessly.
  • Must be intellectually curious and self-motivated. Mut be able to direct your own and team’s daily/weekly/monthly activities and projects with very little supervision and remotely, as needed.
  • Excellent communication and interpersonal skills, including the ability to summarize complex accounting and operational issues to management, member leaders, and other business partners.
  • Effective and persuasive presentation skills on controversial or complex topics to management, member leaders, and Board of Directors
  • Deep and current understanding of U.S. GAAP and IRS reporting principles and regulations.
  • Detail-oriented with the ability to efficiently maintain reporting accuracy while meeting tight deadlines.
  • Proficient in Microsoft Office Suite. Excellent Excel and PowerPoint skills are a must.
  • Proficiency with integrated enterprise accounting systems is required (i.e. NetSuite ERP or Sage Intact, or similar). Prior experience with Syspro is highly valued.
  • Previous experience directly supervising and coaching staff.
  • Other
  • Travel (excluding travel to meet with direct reports) expected to be ~6 trips / year, and will include international
  • Additional Information:
  • About Our Client
  • They are the foundation and future of the IoT. Established in 2002, our wide-ranging global membership collaborates to create and evolve universal open standards for the products transforming the way we live, work, and play. With our members’ deep and diverse expertise, robust certification programs, and a full suite of open IoT solutions, we are leading the movement toward a more intuitive, imaginative, and useful world. We offer competitive benefits and are a nonprofit.

  • Seniority level

    Mid-Senior level
  • Employment type

    Full-time
  • Job function

    Accounting/Auditing and Finance
  • Industries

    Software Development

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