Corporate Controller

TriVista Business Group, Inc•Irvine, CA

1d•Hybrid

About The Position

The Corporate Controller directs and oversees all financial and accounting activities of the organization and related entities and is responsible for translating financial information into useful management insight. The successful candidate will protect the integrity of the financial statements while building stronger FP&A support for practice leaders and internal operations. This role offers the opportunity to expand over time, in line with the growth of the organization, into a Director of Finance position with broader responsibility for budgeting, forecasting, management reporting, operating metrics, and finance partnership across the firm. This role is critical for ensuring the company's financial health and compliance with accounting standards and regulations.

Requirements

8 or more years of progressive, hands-on accounting and finance experience, including controller-level responsibility or equivalent ownership of close, reporting, controls, audit/review support, and management reporting
Demonstrated FP&A capability, including budgeting, forecasting, variance analysis, KPI reporting, and business partner support to operating leaders
Experience in a professional services, consulting, engineering services, agency, staffing, project-based, or other labor-based business model. Consulting/professional services experience is strongly preferred
Strong understanding of US GAAP, financial statements, consolidations, intercompany activity, cash management, and accounting operations
Advanced Excel and financial modeling capability. Experience with accounting systems, reporting tools, CRM/project data, and workflow automation
Experience with Salesforce/Force.com, Certinia, or similar CRM/project accounting/reporting platforms preferred
Demonstrated ability to communicate financial results clearly to non-finance leaders and build credibility across functions
Proven project management discipline for finance process or systems initiatives
Authorized to work in the US on a full-time basis and able to work from the Irvine office 3 days per week
4-year degree, preferably in accounting, finance or related field and/or combination of required education and experience

Nice To Haves

CPA preferred
MBA or advanced degree preferred
Lean and/or Six Sigma Green Belt certification or ability to obtain upon hire

Responsibilities

Ensure all financial records and supporting documentation are maintained in compliance with US Generally Accepted Accounting Principles (US GAAP) and Company policies and procedures for the consolidated consulting business and foreign subsidiary
Maintain a thorough understanding of consolidation, financial reporting and general ledger structure and integrity
Ensure an accurate and timely monthly, quarterly and year end close
Review and ensure accurate processing of expense reporting, payroll, A/P and A/R
Ensure timely monthly financial reporting, including internal and external financial statements, management reports, and clear explanations of actual results versus budget/forecast
Monitor bank accounts, manage cash availability, execute wire and ACH payments, forecast cash flow, and oversee collections activity
Manage and oversee the independent yearly financial audit/review including PBC schedules, explanation and analysis of key business events, management initiatives impacting financial performance, and update the review memo and notes to the financial statements
Identify and address accounting, compliance, control, and reporting risks that could affect the integrity of the company’s financial statements or financial operations
Coordinate with outside tax and finance specialists/service providers federal and state income tax filings, reporting and payments
Manage all yearly regulatory filings in addition to federal and state income taxation (FBAR, CAT, SOS- SI, US Census, 571L etc.)
Partner with practice leaders and department heads to interpret financial results and improve decision-making on revenue, margin, utilization, staffing, project economics, pricing, billing, collections, and spend management
Support and progressively assume leadership of annual budgeting, monthly forecasting, rolling forecast updates, and scenario analysis
Develop and maintain dashboards, KPIs, and management reporting that show performance by practice, product line, customer, project, and cost center where appropriate
Translate financial results into concise business narratives for senior leadership and operators, including what changed, why it changed, what matters, and what action is recommended
Build trusted working relationships with practice leaders, department heads, and internal operations leaders by being responsive, concise, accurate, solutions-oriented, and proactive in follow-through
Identify risks, opportunities, and data quality issues early, especially in project profitability, utilization, labor cost rates, billing, collections, expense trends, and forecast credibility, and lead the proactive resolution
Continuously improve accounting and finance processes while maintaining appropriate controls and segregation of duties for a private professional services firm
Work with IT and business users to improve reporting automation, data accuracy, workflow efficiency, and accounting system usage
Create practical department policies, procedures, and checklists that reduce dependency on tribal knowledge
Lead cross-functional finance projects using clear project plans, stakeholder communication, risk tracking, and implementation discipline