Financial Controller

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. RESPONSIBILITIES Accounting Operations: 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. Compliance Management: 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. Financial Planning, Analysis and Reporting: 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. G&A Operations: 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. Client/Staff Management Maintain three-month client calendar and review with team and client on a regular basis to manage expectations of deliverables for SVFG team and to client and to identify staffing needs and present solutions/requests for those staffing needs. Coordinate frequent service team meetings to ensure progression on projects, close deadlines and project deadlines are met. Proactively share your knowledge across your client services teams, your peer group and the SVFG team at large. This includes actively responding to requests for information/knowledge from any SVFG staff that you have knowledge of and proactively disseminating information that would be useful to other SVFG team members (whether related to technical accounting, operating systems used by staff, industry trends, etc.). Manage the work of SVFG staff assigned to your clients ("client service team reports") by providing real-time feedback to the staff as well as to their reporting manager. coordinate management of HR issues with SVFG HR manager. Maintains a working knowledge of the services that SVFG provides and be able to proactively identify service opportunities that provide value to the client and work with the CFO/VP Finance on the account to bring those to the attention of the client for their consideration. Timely responsiveness: responds to communications (emails, texts, slack, voicemails etc.) from clients and internal staff members within the day with either 1) an answer or 2) an acknowledgement of receipt of the email and a reasonable estimate of the time needed to respond to set expectations REQUIRED EXPERIENCE / SKILLS At least 10+ years' experience, including 3 years managing experience. 2-3 years public accounting experience a plus. Demonstrated ability to form, lead and develop high-performing teams. Demonstrated success working collaboratively: within a functional team, across departmental functions and with an executive management team. Strong leadership and communication skills. Experience in analyzing business performance to plan Experience in developing multi-year financial plans to support due diligence and 409A valuations. Strong knowledge of US GAAP, company consolidations, internal controls and financial reporting. Demonstrated success in fast paced start up environment as well as experience in mid-size and public companies. Proficiency in all MS Office programs, QuickBooks and Intacct, NetSuite, or other mid-tier systems. EDUCATION/CERTIFICATION Bachelor's degree in Accounting, CPA license a plus

Created: 2026-03-11