Position Overview: As the Controller, you will play a critical role in managing the financial operations of our company, ensuring accuracy, efficiency, and compliance with financial regulations. Implementing controls, appropriate governance, and best practices will be core to this role. Providing leadership to the Accounting Dept and serving as steward for all situations that may arise from the Accounting Dept. You will work closely with the executive team to support decision-making processes and contribute to the achievement of our long-term growth goals.

This role reports to the CEO of Curtis Equipment and is a member of the Executive team. There is one direct report of Accounting Manager and 5 indirect reports of the Accounting Staff. This is a working manager role and will be responsible for preparing journal entries and reconciliations to support the month-end close process.

Key Responsibilities:

1. Financial Management:
   • Provide support to the Accounting manager for financial operations, including accounts receivable, accounts payable, general ledger, payroll, and financial reporting.
   • Maintain existing and develop new financial policies, procedures, and internal controls to safeguard company assets and ensure compliance with applicable regulations.
   • Prepare accurate and timely financial statements, including profit and loss statements, balance sheets, cash flow statements, and variance analysis.
   • Monitor and analyze financial data, identify trends, and provide insightful recommendations to improve financial performance and operational efficiency.
   • Manage the annual budgeting process and ongoing forecasting activities.
2. Financial Reporting and Analysis:
   • Prepare comprehensive financial reports and presentations for executive management, providing key insights and recommendations based on financial analysis.
   • Conduct financial modeling, scenario analysis, and business planning to support strategic decision-making.
   • Develop, monitor and report on key financial metrics, highlighting areas of concern and opportunities for improvement.
   • Collaborate with Accounting Management to develop and track key performance indicators (KPIs) and provide regular performance reports for the accounting team.
3. Team Leadership and Development:
   • Lead Accounting manager and provide mentorship to entire team of finance professionals, fostering a culture of accountability, collaboration, and continuous improvement.
   • Provide guidance and training to staff on financial processes, systems, and best practices.
   • Able to lead through influence
   • Promote a positive and inclusive work environment that aligns with the company's core values.
4. Compliance and Risk Management:
   • Ensure compliance with all financial regulations, including tax filings, payroll laws, and financial reporting standards.
   • Manage relationships with external auditors, tax advisors, and regulatory bodies to facilitate smooth audits and regulatory filings.
   • Assess and mitigate financial risks, implementing appropriate controls and safeguards.
5. Employee Ownership Development
   • ESOP Administration: Responsible for overseeing the administration of the ESOP. Maintaining accurate records of participants' accounts, tracking their vested interests, and ensuring compliance with applicable laws and regulations governing ESOPs. Coordination with external ESOP trustees, third-party administrators, and legal advisors to ensure smooth operation and adherence to the plan's rules and guidelines.
   • Valuation and Financial Analysis: Responsibility for coordinating with independent valuation experts to determine the fair market value of the company's stock. Perform financial analysis and provide insights into the financial impact of the ESOP on the company's balance sheet, income statement, and cash flow.
   • Communication and Employee Education: Effectively communicate the purpose, benefits, and mechanics of the ESOP to the employee owners. Prepare educational materials and conduct employee meetings or training sessions to ensure that employees understand the value of their ESOP holdings, and the vesting schedule.
   • Compliance and Reporting: Compliance with legal and regulatory requirements related to ESOPs is of utmost importance. You would need to stay updated on relevant laws, such as the Employee Retirement Income Security Act (ERISA) in the United States and ensure that the ESOP plan is designed and operated in compliance with these regulations. Additionally, you would be responsible for preparing and filing required reports, such as the annual Form 5500 filing and coordinating with external auditors to conduct audits of the ESOP plan.
   • Financial Impact Analysis: The ESOP process can have significant financial implications for the company. You would be responsible for analyzing the financial impact of the ESOP on the company's cash flow, profitability, and shareholder equity. This includes assessing the cost of contributions to the ESOP, the dilution of ownership for existing shareholders, and the potential tax benefits associated with the ESOP structure.

Qualifications and Skills:

• Bachelor's degree in Accounting, Finance, or a related field (CPA certification or MSF Advanced Degree is preferred).
• Established & proven tenureship as a Controller or similar role, ideally in a multi-location company with significant revenue.
• Strong knowledge of U.S. GAAP accounting principles, best practice financial management, and implementation of internal controls.
• Proficient in creation and presentation of financial analysis, forecasting, and budgeting.
• Experience in leading and developing a team of finance professionals.
• Excellent analytical, problem-solving, and decision-making skills.
• Advanced proficiency in financial software and MS Office Suite (NetSuite ERP proficiency a plus).
• Exceptional attention to detail and accuracy.
• Excellent communication and interpersonal skills, with the ability to effectively collaborate with stakeholders at all levels.