Financial Analyst/Controller

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

Benefits offered by this job

Meals provided Tue–Sun

Scholarship program for Education/TuIt

Paid Time Off

Holiday Bonus

3% 401(k) after 90 days

Job summary

Sharon Heights Golf & Country Club is seeking a Financial Analyst/Controller to oversee accounting, payroll, and financial reporting. The role ensures internal controls, GAAP compliance, and accurate financial data for stakeholders.

You will lead the Finance team and partner with leadership on budgeting and long-term planning. Key qualifications include a Bachelor's in accounting/business, CPA preferred, and 5+ years in accounting/finance with leadership experience.

Qualifications

• Bachelor's degree in accounting, business, or related field.
• CPA license strongly preferred.
• 5+ years of progressive Accounting/Finance experience.
• 1–2 years of leadership/management experience.

Responsibilities

• Oversee daily transactional activities: payables, receivables, general ledger, cash.
• Prepare and present monthly financial reporting package for stakeholders.
• Manage cash allocations and banking relationships.
• Support annual audit and tax processes; provide schedules and documentation.
• Review sales tax, 1099s, and property tax filings; ensure compliance.
• Process and record member equity transactions; prepare related 1099Bs.
• Develop and maintain financial policies, procedures, and controls.
• Oversee asset management including fixed assets and depreciation.
• Coordinate with regulatory agencies; support annual close processes.
• Lead and mentor the Finance team to deliver timely financial information.

Skills

Leadership

Communication

Analytical thinking

Problem solving

Detail oriented

Education

Bachelor's degree in accounting/business

CPA license preferred

Tools

Microsoft Office (Excel)

GAAP knowledge

Job description

Located just off Highway 280 in Menlo Park, Sharon Heights Golf & Country Club has been one of the top private golf and country clubs in the United States since opening in 1962. We have a proud history of providing excellent food, service and experiences to our members.

Why work here?

• Meals provided Tuesday through Sunday
• Scholarship program for Education/Tuition assistance for yourself or child(ren)
• Paid Time Off
• Holiday Bonus
• 3% Automatic Employer Contribution to 401(k) after 90 days

For applicant security, we recommend that candidates verify the legitimacy of any employment opportunity through the company’s official careers page. Sharon Heights Golf & Country Club will never request sensitive personal or financial information outside of the formal hiring process.

Job Purpose:

Sharon Heights Golf & Country Club’s Financial Analyst/Controller oversees the Club’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 Club Management Software (Jonas)

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‑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.

Sharon Heights Golf & Country Club is an Equal Opportunity Employer

Sharon Heights Golf & Country Club is proud to be an equal opportunity workplace. Individuals seeking employment at Sharon Heights are considered without regards to any characteristic protected by federal, state, or local laws.