Controller

Position Summary / Purpose

Provide leadership, accountability and coordination of company financial planning, debt financing, and budget management functions. Ensure that company accounting procedures conform to generally accepted accounting principles.

Assist in managing the profitability and cash flow of the business that will assure the continued liquidity and growth of the company and the financial well-being of its stakeholders.

Principle Duties and Responsibilities

• Assist in the development and coordination of the company financial planning and budget management functions
• Prepare the financial reports and forecasts
• Manage the preparation and quality of data held within Summit's project management software and other job-costing tools used by operational staff
• Preparation and delivery of the monthly KPI report
• Monitor and analyze weekly/monthly operating results against budget
• Monitor and analyze weekly/monthly marketing costs against budget
• Monitor and analyze weekly/monthly cash collections against goals
• Manage, equip, and train A/P and A/R staff in order to ensure consistent adherence to established process and procedures
• Ensure compliance with local, state / provincial and federal reporting requirements
• Work with Summit Leaders to develop and execute the strategic plan
• Assist in the development and coordinate debt financing and debt service payments with external agencies
• Assist in financial planning, procurement and investment of funds
• Recommend and lead benchmarks for measuring the financial and operating performance of departments, divisions and branches
• Direct financial audits and provide recommendations for process and procedure improvements
• Determination of depreciation rates to apply to company capital assets
• Help establish and implement short and long-range departmental objectives, policies and operating procedures
• Advise owners / management regarding property and liability insurance coverage needs
• Accurately prepare and file required tax forms
• Analysis of the effectiveness of all human resources efforts both financially and in terms of whether they are producing the company's needed objectives and outcomes
• Manage HR staff and practices order to ensure Summit's owners and key leaders are prepared to maintain the most relevant workforce.

Performance Competencies

• Integrity - Ironclad. Does not cut corners. Puts the interests of the business above self. Earns trust of co-workers. Intellectually honest, doesn't play games.
• Oral Communication - the individual speaks clearly and persuasively in positive or negative situations. Effective in one-on-one, small groups and in public speaking contexts. Adaptable and able to think on his/her feet. Demonstrates a command of the language. Easily articulates ideas and standards.
• Written Communication - Writes clear, precise, well organized letters, proposals and emails. Uses proper grammar and punctuation. Demonstrates appropriate vocabulary and correct word usage.
• Sound Judgment and Decision Making - Demonstrates consistent logic, rationality and objectivity in decision making. Driven by the financial well being of the business and its stakeholders
• Planning & Organizing - Plans, organizes, schedules and budgets in an efficient, productive manner. Effectively contributes to the long range planning activities. Focuses on key priorities. Pays attention to details. Manages personal time well.
• Money Management - Demonstrates sound fiscal habits. Employs a disciplined approach to spending. Tracks expenditures. Works from a budget.
• Excellence - Sets high, 'stretch', standards of performance for him/her self and their organization. Demonstrates low tolerance for mediocrity. Encourages individual initiative. Maintains a level of intensity sufficient to achieve long-range goals.
• Technology - the individual uses typical communication devices to effectively speed communication and appropriately utilizes company-approved estimating, customer contact management and standard word processing and spreadsheet software tools to enhance efficiency and accuracy of work performed.

Qualifications - Knowledge, Skills and Abilities

• Education and Experience

Bachelors degree in Accounting, Business or related fields. (MBA or Masters degree in Finance or Accounting is preferred but not required). Minimum of 5 years experience in senior-level accounting/finance positions with similar sized and larger organizations or MBA plus 2 years experience in senior-level accounting/finance positions with similar sized and larger organizations.

• Finance, Accounting, Budgeting and Cost Control

Extensive knowledge of the principles and concepts and significant experience in these areas - including generally accepted accounting principles. Knowledge of federal and state / provincial financial regulations.

Ability to analyze financial data, prepare financial reports, statements and projections. Working knowledge of short and long-term budgeting and forecasting.

• Strategic Skills

Proven ability to identify clear opportunities and threats. Accurately assesses the company's strengths and vulnerabilities. Comprehends the big picture.

• Mathematical Skills

Possesses strong mathematical skills. Able to quickly compute rate, ratio and percentages and to interpret financial reports, analyze performance, changes and trends. Recognizes inconsistencies across multiple reports and sets of data.

• Constructive Confrontation

Has the ability to solicit, process and integrate inputs and ideas from subordinates, peers and executives. Recognizes areas of conflict or disagreement and deals with them through open and honest dialogue. Effectively provides feedback. Willing to stand their ground based on sound principles and experience, in the face of opposition by owners and other executives.

• Software

Knowledge of automated financial and accounting reporting systems. Effectively operates accounting software (e.g. Quickbooks) and understands how to make changes to ledgers, accounts and reports to reflect the needs of the business.

• Computers and Electronic Technology

Demonstrates intermediate to advanced skill in the use of computers, the internet, PDAs and other digital technology specific to the job as well as MS Word, Excel and other industry-specific software.

Physical Demands

The physical demands described below are representative of those that must be met to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle or feel, reach with hands and arms, and talk or hear. The employee is frequently required to stand and walk. The employee must regularly lift and/or move up to 10 pounds.

Working Conditions

• Controller's work is typically carried out in an office environment. Occasionally traveling to and meeting with customers and clients at their facilities is required.
• Noise level in the work environment is usually quiet.