Controller

Toad&Co; Santa Barbara (CA); On-site; USD 125,000 - 175,000; Full time

Benefits offered by this job

Annual bonus

Health, dental, STD & LTD benefits

401k matching

Generous PTO

Ancillary benefits

Job summary

Toad&Co in Santa Barbara, CA seeks a detail-oriented Controller to ensure accurate financial records and reports. You will lead month-end closes, oversee AR/AP, manage cash flows, and drive process improvements within a collaborative finance team.

The role requires CPA, GAAP expertise, and 2+ years in financial leadership, with experience in e-commerce/retail. Base salary ranges $125,000–$175,000 with bonus and comprehensive benefits.

Qualifications

• Bachelor's degree in accounting, Finance, or related field.
• Active CPA license required.
• Strong knowledge of accounting principles and practices. GAAP experience required.
• Experience performing accounting functions in e-commerce, wholesale and/or retail industry required.
• 2+ years experience in a financial leadership role (manager or above).
• 2+ years experience preparing financial reports required.
• 1+ year reviewing financial reports required. Includes providing context in the form of variance analysis.
• Excellent analytical and problem-solving skills
• High level of attention to detail and accuracy.
• Ability to prioritize tasks and manage time effectively.
• Strong communication and interpersonal skills, ability to collaborate with varying departments.

Responsibilities

• Produce accurate and timely financial records for the organization.
• Oversee full cycle accounts receivable, accounts receivable, and credit card administration.
• Manage all month-end close processes including booking journal entries for routine and judgemental areas. Perform variance analysis vs budget to ensure complete and accurate statements.
• Implement month-end close timeline and corresponding checklists to ensure timely completion and issuance of financial reports.
• Reconcile bank statements, credit card statements, and other financial accounts on a monthly basis.
• Maintain Balance Sheet accounts reconciled, with source documents available to support balances.
• Prepare month-end and year-end financial statements, and management reports.
• Ensure compliance with accounting principles, standards, and regulations.
• Manage sales and income tax compliance and payments (currently utilizing Avalara tax software and 3rd party tax agency).
• Manage weekly, monthly and fiscal year cash flows.
• Work collaboratively to set fiscal year budgets and coordinate quarterly reforecasts.
• Execute on internal and external audits as needed.
• Run bi-weekly payroll and monthly commissions.
• Assist with our HR team with benefits administration and other HR duties.
• Collaborate with other departments to resolve accounting-related issues and provide support as necessary.
• Drive process improvements and initiatives to enhance efficiency and effectiveness within the finance function.
• Stay informed about changes in accounting regulations and best practices and recommend adjustments to policies and procedures as needed.

Skills

Analytical skills

Attention to detail

Time management

Communication skills

Collaboration

Education

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

CPA license

Tools

NetSuite

Accounting software

Microsoft Excel

Job description

About the job

We are seeking a detail-oriented and motivated Controller to join our finance team. The Controller will play a key role in ensuring the accuracy and integrity of the company's financial records and reports. This position offers an opportunity to work in a dynamic environment and contributes to the overall success of the organization. We are looking for someone who embraces the unexpected, thrives in providing context to the numbers, and is a team-centric player who can both roll up their sleeves and work in the details and also take a step back and think strategically.

Key Responsibilities:

• Produce accurate and timely financial records for the organization.
• Oversee full cycle accounts receivable, accounts receivable, and credit card administration.
• Manage all month-end close processes including booking journal entries for routine and judgemental areas. Perform variance analysis vs budget to ensure complete and accurate statements. This role will be hands-on booking journal entries.
• Implement month-end close timeline and corresponding checklists to ensure timely completion and issuance of financial reports.
• Reconcile bank statements, credit card statements, and other financial accounts on a monthly basis.
• Maintain Balance Sheet accounts reconciled, with source documents available to support balances.
• Prepare month-end and year-end financial statements, and management reports.
• Ensure compliance with accounting principles, standards, and regulations.
• Manage sales and income tax compliance and payments (currently utilizing Avalara tax software and 3rd party tax agency).
• Manage weekly, monthly and fiscal year cash flows.
• Work collaboratively to set fiscal year budgets and coordinate quarterly reforecasts.
• Execute on internal and external audits as needed.
• Run bi-weekly payroll and monthly commissions.
• Assist with our HR team with benefits administration and other HR duties.
• Collaborate with other departments to resolve accounting-related issues and provide support as necessary.
• Drive process improvements and initiatives to enhance efficiency and effectiveness within the finance function.
• Stay informed about changes in accounting regulations and best practices and recommend adjustments to policies and procedures as needed.

Software:

• Experience of 1+ year in NetSuite highly preferred.
• Experience of 2+ years in accounting software required.
• Proficiency in Microsoft Excel required ability to perform VLOOKUP, pivot tables, etc.

Qualifications:

• Bachelor's degree in accounting, Finance, or related field.
• Active CPA license required.
• Strong knowledge of accounting principles and practices. GAAP experience required.
• Experience performing accounting functions in e-commerce, wholesale and/or retail industry required.
• 2+ years experience in a financial leadership role (manager or above).
• 2+ years experience preparing financial reports required.
• 1+ year reviewing financial reports required. Includes providing context in the form of variance analysis.
• Excellent analytical and problem-solving skills
• High level of attention to detail and accuracy.
• Ability to prioritize tasks and manage time effectively.
• Strong communication and interpersonal skills, ability to collaborate with varying departments.

The base salary for this position is $125,000 - $175,000. Additional benefits include an annual bonus based on company performance, health, dental, STD & LTD benefits covered 100% for the employee and subsidized for dependents, a matching 401k, a generous PTO package and additional ancillary benefits.