Finance Manager / Controller (Reporting, Investors + Tax) | Small Holding Group | Hybrid (Davis, CA) 📊
About The Position
Our client is a small holding group that owns and runs several businesses, currently including a software company for property managers and two service businesses in inspections and property management. More companies may join the group over time. Each company maintains its own books with a bookkeeper handling daily entries. The group requires a dedicated finance professional to ensure the accuracy of financial data and to support the CEO and investors in making informed decisions. This role is the finance lead for the entire group, overseeing all current and future companies, and reporting directly to the CEO. While bookkeepers manage transactions, this position is responsible for verifying the accuracy of the books and transforming the data into insightful reports tailored to the needs of the CEO and investors. A significant aspect of the role involves external communication, including presenting financial results to investors and preparing companies for tax filings. The position will also contribute a financial perspective to strategic decisions such as budgeting and the establishment of new companies, alongside enhancing financial processes within each entity, from month-end close to cash, accounts payable, and accounts receivable management. Success will be measured by the reliability of monthly reports for the CEO and investors, and the scalability of the finance infrastructure to accommodate future company acquisitions.
Requirements
- Experience as a finance manager, controller, senior accountant or similar, ideally at a small or growing company
- Financial reports you prepared and presented to owners, a CEO, investors or a board
- Budgeting or financial planning that fed into real business decisions
- Experience getting a company's books ready for tax filing
- Enough month-end close and reconciliation experience to review a bookkeeper's work with confidence
Nice To Haves
- A CPA license
- Handling more than one company's books at the same time
- Using AI tools in finance work, such as reconciliations or report drafts
- Background in property management, real estate services or inspections
Responsibilities
- Prepare monthly and quarterly financial reports for each company and for the group
- Present results to the CEO and investors, and answer their questions
- Review the bookkeeper's work and own the month-end close and reconciliations
- Get each company ready for tax filing, and keep payroll and sales tax on schedule
- Track cash, payables and receivables so upcoming needs show up early
- Build budgets and give a finance view on spending and new initiatives
- Improve finance processes and controls, and set up the books when a new company joins
Benefits
- Hybrid work model (at least one day a week in person in Davis, CA)
- Remote work flexibility for the rest of the week (US business hours)
- Full-time position (around 40 hours a week)
- Option for W-2 employee or contractor setup
- Pay based on experience (annual salary or hourly rate for contractors)
- Direct work with the CEO and investors
- Support from a bookkeeper for daily entries
- Opportunity for growth as the group adds companies
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
