Financial Controller

Overview

Job Summary The Financial Controller’s primary role is to manage and maintain all accounting and financial functions for SVFG clients. The Financial Controller is responsible for the day-to-day relationship with the client and for managing the staff on the client service team.

The Financial Controller’s accounting centric responsibilities include oversight of all general accounting processes in accordance with SVFG best practices including accounts payable, payroll, billing, collections, compliance with all government reporting, monthly close processes including review of monthly account reconciliations, preparation and review of financial statements in accordance with GAAP, preparing monthly fluctuation analysis and management reporting. Responsibilities also include preparation of budget to actual reports and analysis, margin analysis, oversight of equity and related option tracking, management of financial audits, and annual tax return coordination and filing.

These responsibilities also include defining and implementing policies and procedures to ensure appropriate levels of financial controls and adherence to GAAP, coordination with any outside audit firms on financial audits and on appropriate implementation of new GAAP guidance.

The Financial Controller’s finance centric responsibilities include building multi-year financial models to support due diligence for equity and debt fund raises and for exits. The Financial Controller is also responsible for developing annual budgets, rolling forecasts, cash projections, and management reporting based on understanding the key business and financial levers of the client and interaction with the client executive team.

The Financial Controller is also responsible for coordinating the involvement of Human Resources Manager in areas that require HR expertise.

• Oversight of monthly accounting close process in accordance with SVFG best practices including analytical review of the monthly operating results and related key performance measure reports to ensure accurate financial reporting and appropriate documentation and support of all financial entries.
• Oversight of payroll processing and tracking.
• Implement, document and maintain adequate and effective internal controls and processes to ensure timely and accurate financial and management reporting.
• Responsible for proper timing and application of revenue recognition rules.
• Provide technical accounting GAAP guidance and support to all team members.
• Coordination of option tracking and related paperwork and accounting.

• Ensure compliance with all applicable laws, rules, filings and regulations.
• Coordinate the completion of schedules required by external CPA to prepare Federal and State income tax returns.
• Coordinate completion of appropriate DE franchise, property, sales and use, payroll and other tax and business license filings.
• Prepare quarterly VC reporting package when applicable.
• Prepare monthly debt compliance reports when applicable.

• Preparation and/or review of financial statements and related fluctuation analysis and management reports.
• Cash flow analysis, cash projection assumptions and analysis and management of cash balances.
• Coordination and distribution of financial data related to due diligence.
• Prepare monthly financial forecasts, annual budgets and multiyear financial models.
• Prepare “bridge analysis” for any changes to forecasts and budgets.
• Prepare monthly waterfall schedules for comparison of actuals to forecast and budget.
• Prepare monthly financial reporting package and Board of Director slides.
• Manage and coordinate 409A renewals, including preparation of related multiyear forecasts.
• Perform such accounting, financial and/or administrative tasks as may be required from time to time.

• Coordination of insurance renewals, workers’ compensation audits and financial analysis of related renewals.
• Oversight of Employee Benefits including review and analysis of 401K plans and recommendations in coordination with HR Manager and CFO.

• Maintain three-month client calendar…