Controller

Upsperity; Sacramento (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

A leading recruitment agency is seeking a seasoned Controller in Sacramento to oversee all financial operations and ensure compliance with accounting standards. The successful candidate will be responsible for managing critical financial tasks like accounts payable and receivable, preparing financial reports, and collaborating on budget preparation. Applicants should have a bachelor's degree in accounting or finance, at least 5 years of experience in financial leadership, and be proficient in QuickBooks. The role offers a chance to contribute to the financial health of an innovative organization.

Qualifications

• Bachelors degree in Accounting, Finance, or a related field; CPA preferred.
• Minimum of 5 years of experience in a financial leadership role.
• Strong understanding of GAAP and compliance regulations.

Responsibilities

• Oversee all financial operations and ensure compliance with accounting standards.
• Manage accounts payable and receivable.
• Prepare monthly financial reports and statements for the CEO.

Skills

Financial management

Leadership

Communication

Compliance knowledge

Proficiency in QuickBooks

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

QuickBooks

ADP

Job description

Agency Overview

Agency Overview: At Upsperity, we specialize in sourcing top-tier talent for leading companies across various industries. We are currently seeking a seasoned Controller for a respected client whose identity will remain confidential until later stages of the hiring process.

Job Description

Job Description: We are on the lookout for a Controller who will be responsible for overseeing all financial operations and ensuring compliance with accounting standards using QuickBooks/Online. The successful candidate will manage critical financial tasks, provide strategic insights, and contribute to the financial health of a forward-thinking organization.

Key Responsibilities

Accounting Responsibilities

• Maintain accurate records of financial transactions in QuickBooks/Online, ensuring compliance with accounting standards.
• Execute monthly close processes, ensuring timely and accurate financial reporting.
• Manage accounts payable and receivable, including bank deposits and the effective segregation of duties.
• Reconcile bank and credit card statements.
• Conduct monthly reconciliations of the balance sheet, donor software to the general ledger, and intercompany transactions.
• Prepare monthly financial reports and statements for the CEO, Board of Directors, and Chapters.
• Maintain and update cash flow forecasts regularly.
• Run bi-weekly payroll and process employee reimbursements using ADP.
• Ensure timely submission of taxes and completion of annual PCI compliance for merchant accounts.
• Collaborate with the CEO to prepare the annual budget.
• Process W2's and 1099s annually and lead annual audits with external auditors.

Administrative Responsibilities

• Respond to unemployment claims, EDD correspondence, and audits.
• Maintain comprehensive employee records, including hire dates, compensation, benefits, and leave records.
• Prepare and file employer reports to government agencies and insurance companies.
• Oversee all benefits programs, including health insurance, 401(k) plans, etc.
• Manage annual insurance renewals to ensure adequate coverage.
• Perform additional duties as assigned by the CEO.

Requirements

• Bachelors degree in Accounting, Finance, or a related field; CPA preferred.
• Minimum of 5 years of experience in a financial leadership role, with extensive experience in QuickBooks.
• Strong understanding of GAAP and compliance regulations.
• Proven leadership abilities and excellent communication skills.

Interested candidates should submit their resume and a detailed cover letter. Confidentiality is assured in the recruitment process.