Controller

Job Description

Job DescriptionDirector of Accounting & ControllerOnsite in San Rafael, CASalary: $200-240K+ Plus Bonus

The Controller serves as a strategic financial leader responsible for overseeing all accounting operations and ensuring the delivery of accurate financial reporting. This role manages the day-to-day accounting functions including financial reporting, accounts payable and receivable, general ledger management, and month-end and year-end close processes, while also developing and implementing internal controls and procedures that maintain the highest standards of accuracy and compliance.

This role works closely with clients to understand their unique needs, provides technical accounting guidance, and leads the preparation of financial statements and regulatory reports that meet strict utility commission requirements.

Additionally, this position plays a key role in team development by mentoring accounting staff, managing workflow and capacity, and driving continuous improvement in the firm's processes and service delivery. The ideal person will combine technical accounting expertise with strong client relationship skills and a passion for supporting clients

OPERATIONAL DUTIES:

• Oversee monthly, quarterly, and annual close processes, ensuring timely and accurate financial reporting for multiple clients with varying fiscal calendars and reporting requirements
• Manage accounts payable and receivable functions, including invoice processing, payment approvals, cash receipts, and coordination with energy suppliers and service providers
• Oversee the maintenance and reconciliation of general ledger accounts, ensuring proper classification of complex energy procurement transactions, regulatory fees, and program expenses
• Prepare and review financial statements, management reports, and regulatory filings in accordance with utility commission requirements and GAAP standards
• Implement and monitor internal controls and accounting procedures to ensure data integrity, compliance with client policies, and efficient workflow across the accounting team

REPORTING

• Prepare comprehensive monthly and quarterly financial statements for clients, including balance sheets, income statements, cash flow statements, and detailed variance analyses
• Develop and deliver customized management reports and dashboards that provide leadership with actionable insights into financial performance, power procurement costs, and operational metrics
• Coordinate and lead the preparation of annual audited financial statements, working closely with external auditors to ensure compliance with regulatory requirements and industry standards
• Generate regulatory and compliance reports required by utility commissions, state agencies, and governing boards, ensuring accuracy and timely submission of all required filings

LEADERSHIP:

• Lead and mentor the accounting team, providing technical guidance, performance feedback, and professional development opportunities to build individual capabilities and team effectiveness
• Collaborate with firm leadership to establish strategic priorities, optimize resource allocation, and develop scalable processes that support the firm's growth and evolving client needs
• Foster strong client relationships by serving as a trusted advisor to finance teams, proactively identifying challenges, and delivering solutions that enhance financial operations and decision-making

PROCESS IMPROVEMENT:

• Design and implement robust internal controls and segregation of duties to safeguard client assets, ensure accurate financial reporting, and maintain compliance with regulatory and audit requirements
• Identify opportunities to streamline accounting workflows and eliminate inefficiencies through process automation, standardization of procedures, and adoption of best practices across client engagements
• Lead continuous improvement initiatives by evaluating existing systems and processes, recommending technology solutions, and implementing changes that enhance accuracy, timeliness, and scalability of accounting operations

REQUIREMENTS:

• Bachelor's degree in Accounting, Finance, or related field; CPA certification
• Minimum of 10 years of accounting experience, preferably including public accounting, utility accounting, or experience serving government or public sector clients
• Strong knowledge of GAAP (ideally for governmental enterprise funds), financial reporting standards, and regulatory compliance requirements. Experience with utility commission reporting and energy industry accounting preferred.
• Demonstrated leadership experience managing accounting teams, including ability to mentor staff, delegate effectively, and foster a culture of accuracy and accountability
• Exceptional attention to detail with a commitment to thorough documentation, strong internal controls, and maintaining the highest standards of professional ethics and integrity

COMPENSATION AND BENEFITS

• Medical: We offer comprehensive medical plans with generous employer contributions to premiums in addition to maximum employer contributions to your HSA.
• Retirement: 401K plan with opportunities for significant employer contributions after 1 year.
• PTO: We offer 9 Paid holidays and 15 Days PTO to start.
• Salary Range: $200 - $240K+ Plus Bonus