Strategic Controller | CPA, GAAP Expert, Growth Driver

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

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.