Hybrid Financial Controller: Growth & Strategy Leader

Serendipity Wines LLC; Austin (TX); Hybrid; USD 120,000 - 190,000; Full time

Benefits offered by this job

Competitive bonus potential

Health/dental/vision benefits

401(k) with company match

Job summary

Serendipity Wines LLC in Austin, TX, seeks a hands-on Financial Controller to lead all accounting, reporting, budgeting, and compliance. This role partners with executive leadership to drive performance, manage cash flow, and build a strong financial foundation for a growing national importer and distributor.

The ideal candidate will combine strong accounting expertise with strategic insight, with experience in distribution/wholesale and beverage-alcohol operations a plus.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field (Master’s preferred).
• Active CPA certification (preferred)
• 7+ years of progressive accounting and finance experience, including at least 3 years in a leadership or controller role.
• Experience in multi-state distribution, logistics, or wholesale environments strongly preferred; beverage-alcohol experience a plus.
• Advanced proficiency in ERP/accounting software and Microsoft Excel.

Responsibilities

• Lead and mentor the geographically distributed accounting team, fostering accuracy and collaboration.
• Partner cross-functionally with operations, logistics, sales, and brand management to align financial practices with business goals.
• Oversee HR and payroll functions, including annual evaluation of health insurance plans and compensation.
• Oversee all accounting functions, including Accounts Receivable, Accounts Payable, Payroll, and the General Ledger.
• Manage month-end and year-end close processes to ensure accurate and timely reporting.
• Oversee inventory valuation, cost accounting, and margin analysis specific to distribution operations.
• Prepare and analyze monthly, quarterly, and annual financial statements in accordance with GAAP.
• Lead budgeting, forecasting, and financial modeling processes.
• Monitor cash flow, working capital, and KPIs to support sound decision-making.
• Ensure compliance with tax, audit, and reporting requirements, including beverage-alcohol regulations.
• Manage relationships with auditors, banks, and insurance providers.

Skills

Leadership

CPA (preferred)

ERP software

Microsoft Excel

GAAP reporting

Cross-functional collaboration

Education

Bachelor’s degree in Accounting/Finance

Master’s preferred

Tools

ERP software

Microsoft Excel

Job description

Serendipity Wines LLC in Austin, TX, seeks a hands-on Financial Controller to lead all accounting, reporting, budgeting, and compliance. This role partners with executive leadership to drive performance, manage cash flow, and build a strong financial foundation for a growing national importer and distributor.

The ideal candidate will combine strong accounting expertise with strategic insight, with experience in distribution/wholesale and beverage-alcohol operations a plus.