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Controller

Company: Consumer Products, Santa Barbara, CA
Location: Santa Barbara
Posted on: September 27, 2018

Job Description:

Reporting Relationships:
The candidate will report to the Chief Financial Officer (CFO).
The Controller has five direct reports.

Professional Requirements:
The candidate must possess a broad spectrum of skills and will have a breadth of experience that will immediately inspire confidence. Our finalist must work effectively with the CFO and the Accounting staff. The following may be included in the candidate’s background:
A. seven plus years of senior accounting experience;
B. outstanding knowledge of bookkeeping and accounting principles, laws and regulations with current knowledge of GAAP;
C. must have a current, valid CPA license;
D. excellent analytical skills to manage large amounts of data;
E. solid cost accounting ability;
F. excellent financial statement preparation and cash flow management; able to communicate effectively with financially sophisticated professionals;
G. strong computer skills, Microsoft©, especially Excel managing spreadsheets, creating charts and using advanced formulas; solid knowledge of Navision©;
H. proven track record of implementing standardized management reporting processes with strict timetables; preparing statutory financial statements and formulating accounting policies;
I. outstanding managerial abilities; proven, successful track record managing a staff;
J. a professional who pride themselves on their ability to motivate and relate to a company’s team;
K. a passion for the wine industry;
L. proven track record of developing and managing accounting teams;
M. educational credentials that indicate the candidate has been well schooled and is trained to think and communicate in a meaningful and effective way; a bachelor’s degree is required, preferably with a major in Accounting or Finance.

Professional Responsibilities:
The candidate will give special attention to the following key responsibilities over the next year and on an ongoing basis:
1) demonstrated track record of improving accounting operations;
2) develop and maintain accounting principles, practices, and procedures to ensure accurate and timely financial statements;
3) supervise, direct, and review the work of the accounting department;
4) address tight deadlines and multitude of accounting activities including general ledger preparation, financial reporting, year-end audit preparation and the support of budget and forecast activities;
5) ensure completion and review of all post-closed reconciliations (e.g. bank records, fixed assets, AR, AP, and all other main balance sheet account reconciliations);
6) drive performance of the accounting team to support overall company needs and the goals and objectives for the direct reports; advise staff regarding the handling on non-routine reporting transactions;
7) oversee cash flow forecast and ensure the company is maximizing its credit status; drive the strategic financial direction and goals;
8) identify and communicate cost reduction initiatives throughout the organization;
9) perform monthly analysis of financial statements in comparison to budget;
10) work with the company’s outside accounting firm to ensure a successful review and pass of yearly financial statements;
11) other duties as assigned.

Metrix:
The successful candidate with achieve within the first 90 days:
1. Develop the respect of the accounting staff.
2. Understand the Business Transformation Road Map and begin to execute the initiatives as it relates to the accounting organization.
3. Successfully on-board with all key internal and external stakeholders.

The successful candidate will achieve within the first six months:
1. In conjunction with the Director of Business Transformation, create RACI’s for the accounting and purchasing team.
2. Develop standardized account reconciliation policy and process and train accounting team.
3. Create and establish company-wide accounting manual.
4. Implement financial controls in Treasury to reduce risk.
5. Create cash-flow forecasting model for Treasury.
6. Reduce3 monthly close process from 29 days to eight days.

The successful candidate will achieve within the first year:
1. Successful implementation of Microsoft© Navision ERP system.
2. Established costing process and policies and accurate COG’s for all case goods and bulk wine.
3. Successful consolidation of six business units to one business unit.

Personal Characteristics:
The following will be important to the development of Client’s culture and attitude for success:
a) detailed oriented and prides oneself on being accurate;
b) strong verbal, written and interpersonal skills; a perceptive listener;
c) able to effectively multitask;
d) able to be diplomatic;
e) able to organize and prioritize work to meet deadlines;
f) value teamwork and enjoy managing the team;
g) strong work ethic; willing to pitch in - a “doer";
h) possess high energy level that demonstrates a consistently upbeat and enthusiastic attitude;
i) an individual with a commitment to excellence and clear communication who values making a team contribution;
j) a professional with high morals, integrity and able to deal with ambiguity; able to reinvent ideas quickly; adaptable and flexible;
k) capable of working with a wide variety of individuals and skill sets both in the details and at the global level;
l) other to be added upon the completion of the profiles;
m) a balanced individual, both personally and professionally, with a sense of humor; someone who shows a lifetime effort to grow and be a contributor.

Keywords: Consumer Products, Santa Barbara, CA, Santa Barbara , Controller, Executive , Santa Barbara, California

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