Financial Analyst/Controller

Valid8 Financial, Inc.; Menlo Park (CA); On-site; USD 130,000 - 150,000; Full time

Job summary

Valid8 Financial, Inc. in Menlo Park, CA seeks a Financial Analyst/Controller to oversee accounting, internal controls, and regulatory compliance. You will lead the finance team, deliver timely financial information to stakeholders, and support long-term planning.

Requirements include a Bachelor's in accounting or related field, 5+ years in accounting/finance, 1–2 years of leadership, and CPA preferred. The role emphasizes accuracy, diligence, and strong communication in a fast-paced environment.

Qualifications

• Bachelor's degree in accounting or business or related field.
• CPA preferred (licensure)
• 5+ years progressive accounting/finance experience
• 1-2 years leadership/management experience
• Hospitality experience preferred but not required

Responsibilities

• Oversee daily transactional activities: payables, receivables, general ledger, cash.
• Prepare monthly financial reporting package for management and stakeholders.
• Coordinate annual audit/tax process and prepare supporting schedules.
• Manage cash allocations and billings, collections.
• Maintain accounting records and develop/maintain policies and controls.
• Lead and develop Finance team to deliver timely financial information.

Skills

Analytical skills

Time management

Financial reporting

Communication

Attention to detail

Microsoft Excel

Education

Bachelor's degree in accounting or business

Tools

GAAP knowledge

ERP/Accounting systems

Job description

The Financial Analyst/Controller oversees the organization's financial operations, ensuring accurate accounting, effective internal controls, and compliance with all regulatory requirements. This role supports long-term planning and fosters a culture of fiscal accountability. The Financial Analyst/Controller leads and develops the Finance team to deliver timely, precise, and meaningful financial information to stakeholders.

Job Summary (Essential Functions):

• Accounting and Compliance
  • Oversee and approve daily transactional activities including payables, receivables, general ledger, and cash
  • Prepare and present monthly financial reporting package to key internal and external stakeholders, including management of monthly/quarterly/annual close checklists, variance and budget vs. actuals analysis, and account reconciliations
  • Maintain accounting and club permanent records
  • Drive monthly billings, collections, and other necessary activities
  • Manage cash allocations, including checking, savings, investment, and LOC accounts
  • Serve as primary liaison to the annual audit/tax process, prepare and review supporting schedules
  • Review and file sales tax returns, vendor 1099s, and property tax returns
  • Process and record member equity transactions and preparation of 1099Bs for equity sales
  • Create, implement, and maintain financial policies, procedures, and controls
• Asset Management
  • Ownership of club capital records, including fixed assets and construction-in-progress accounts, asset tagging, service dates, depreciation and amortization
  • Review and approve monthly inventories and suggest accrual for un-invoiced goods, investigate and resolve all variances
• System and Processes
  • Determine revenue and expense allocations in POS system in accordance with GAAP
  • Coordinate with regulatory agencies as needed, including city, state, and local business filings
  • Operate in-house Management Software
  • Participate in ad hoc projects & other duties as assigned
• Lead, mentor, and grow a dedicated team of finance professionals

Qualifications:

• Education
  • Bachelor's degree in accounting/business or other relevant area of study
• Licensure/Certifications
  • Certified Public Accountant (CPA) license strongly preferred
• Experience
  • 5+ years of progressive Accounting/Finance experience required
  • 1-2 years of leadership/management experience required
  • Experience in Hospitality preferred, but not required
• Skills
  • Highly motivated & self-initiating
  • Capable of working in a fast-paced environment
  • Time-management and prioritization skills
  • Excellent verbal and written communication skills
  • Strong analytical and problem-solving skills
  • Detail oriented
  • Proficient in Microsoft Office Suite programs, skilled in Excel

Work Schedule and Hours:

Regular work schedule (e.g. Monday-Friday 9am-5pm) with occasional need to work extended hours to meet deadlines or support key financial activities (e.g. month-end close, audits)

Physical Requirements and Work Environment:

This position operates in a professional office environment with frequent use of standard office equipment such as computers, phones, and printers. The role requires prolonged periods of sitting, as well as occasional standing, walking, and light lifting up to 15 pounds. The Controller must be able to communicate effectively in person and via phone and email in an open-space office environment.

Pay Rate:

This is a salaried position ranging from $130,000-150,000 annually. Commensurate with experience/qualifications.

This job description in no way states or implies that these are the only duties to be performed by the employee in this position. It is not intended to give all details or a step-by-step account of the way each procedure or task is performed. The incumbent is expected to perform other duties necessary for the effective operation of the club.

Equal Opportunity Employer

We are proud to be an equal opportunity workplace. Individuals seeking employment are considered without regards to any characteristic protected by federal, state, or local laws.