1209 – Controller / Finance Director

3 weeks ago
California, San Jose
Full-time

Experience Required: 5 – 10 Years

Expected Salary: $200,000 – $210,000

Position Summary

A dynamic and experienced Controller is sought to lead the financial operations of a growing, professional services firm. Reporting directly to the Chief Financial Officer (CFO), the Controller will oversee accounting operations, financial reporting, regulatory compliance, and internal controls. This individual will be a key partner to the CFO, CEO, and COO, playing a vital role in financial planning, risk management, and strategic decision-making.


Core Responsibilities

  • Lead month-end, quarter-end, and year-end close processes.

  • Oversee financial reporting, including profit and loss statements, cash flow reports, and AR aging.

  • Monitor and analyze firm-wide financial performance and recommend improvements.

  • Manage cash flow, coordinating collections with project managers and payments with purchasing.

  • Supervise accounting operations, including accounts payable, accounts receivable, and fixed assets.

  • Ensure adherence to federal, state, and local compliance regulations and internal controls.

  • Support internal and external audits, ensuring audit preparedness and accurate documentation.

  • Advance the use and effectiveness of Deltek Vision/VantagePoint through optimization and training.

  • Approve credit applications, purchase orders, expense reports, and financial adjustments.

  • Coordinate contracts, change orders, insurance certificates, and subcontract documentation.

  • Analyze financial variances and provide strategic guidance based on data.

  • Lead and mentor an accounting team of 10+, including AP Specialists and the Revenue Manager.

  • Develop, implement, and strengthen financial processes, controls, and reporting standards.

  • Serve as a key resource in cross-functional initiatives and special projects.

  • Communicate financial metrics and insights to executive leadership.


Ideal Candidate Profile

  • 5–7+ years of experience in a Controller or Finance Director role.

  • Strong background in corporate accounting, GAAP compliance, financial reporting, and controls.

  • Proven experience in a professional services environment is highly preferred.

  • Hands-on experience with Deltek Vision or VantagePoint is a major plus.

  • Highly analytical with the ability to translate data into actionable business insights.

  • Skilled in Microsoft Office Suite, Adobe Acrobat, and financial management systems.

  • Exceptional leadership and team management skills.

  • Effective communicator with strong interpersonal and organizational abilities.

  • Bachelor’s degree in Accounting, Finance, or Business Administration required.

  • CPA or equivalent certification strongly preferred.

  • Master’s degree is a plus.


Essential Requirements

  • Expertise in federal, state, and local financial compliance.

  • Experience managing large-scale accounting functions and leading financial teams.

  • Detail-oriented with a high degree of accuracy and problem-solving ability.

  • Demonstrates integrity, accountability, and a proactive, solutions-oriented mindset.

  • Ability to work independently in a fast-paced, deadline-driven environment.

  • Strong ability to prioritize and pivot as needed without sacrificing quality or compliance.


This opportunity offers a strategic leadership role within a stable, mission-driven organization that values precision, initiative, and teamwork. Qualified candidates who are ready to step into a pivotal financial role are encouraged to apply.

Application Form