• Be a strong business partner to the divisional management team and trusted advisor to the General Manager
• Lead P&L forecasting processes across reporting regions for short-term and long-range planning cycles, including weekly, monthly, quarterly outlook, 12-month rolling, real-time, and strategic three-year plans
• Ensure integrity of the Division’s financial statements
• Understand and communicate Division’s financial results and trends to division management team and Corporate Finance with recommendations on the appropriate course of action when results differ from plan
• Conduct analyses and develop insights that improve decision making within the division management team
• Oversee revenue / deferred revenue recognition process ensuring compliance with US GAAP and internal policies and controls (including having a solid understanding of ASC 606) 
• Ensure ongoing divisional compliance with controls related to SOX (Sarbanes Oxley)
• Lead the Division’s finance team by providing clear direction, delegating tasks where appropriate and providing opportunities for the staff to grow and develop
• Ensure all purchasing and hiring decisions are approved in accordance with Trimble policies and procedures
• Work closely with key constituents in the direct and channel sales process ensuring business terms that are financially in line with divisional and corporate goals while remaining compliant with revenue recognition policies
• On an as-needed-basis lead customer, vendor and partner negotiations to contract completion develop formal and ad hoc reports that are required by division management in running the business Qualifications
  

• Bachelor level Degree in business, finance and/or accounting, CPA or MBA beneficial
• 4+ years of experience in a  business of $100M or greater revenue as either Division Controller, Director of Finance or small company Finance Director/VP Finance
• Experience working in finance for a software-based organization, preferably with an e-commerce component
• Advanced financial modeling
• Ability to communicate across business functions and divisions
• Presentation skills at the executive management level
• Strong leadership characteristics
• Possess working knowledge of new business systems requirements and implementation methodologies (CRM and ERP)
• Must have strong experience in reporting requirements, consolidations (domestic and international subsidiaries), GAAP and is well versed in current accounting issues/ trends
• Strategic thinker with strong analytical skills
• Knowledge and experience working in an Manufacturing-based business

Corporate Controller (Financial Services)

• Responsible for the accounting operations to include the production of financial reports, maintenance of accounting records, comprehensive set of controls and budgets designed to mitigate risk, enhance the accuracy of the company’s reported financial results, and ensure that reported results comply with Generally Accepted Accounting Principles (GAAP) and company policy.

Essential Duties and Responsibilities include the following:

• Provide leadership and coordinates accounting functions to include: accounting operations, accounts payable, general accounting and management, regulatory and financial reporting;
• Oversee, monitor and, as required, participate in most or all of the following accounting functions (participation in these functions could include but not be limited to (a) serving as the primary person assigned to a specific task; (b) reviewing the work of others; and (c) serving as backup for specific tasks):
• Daily accounting operations processes, including daily reconciliations, the daily money settlement, public funds, correspondent bank relationships and investment activities.
• Accounts payable, ensuring the timely, accurate payment of amounts due.  Ensure that company policies regarding expenditures are communicated and followed throughout the organization and that payments are made only with appropriate approval.
• Monthly accounting close process, including analytical review of monthly operating results to ensure accurate accounting records are maintained and appropriate items are brought to the attention of senior management timely.
  
• General accounting processes including impaired assets, intangible assets, fixed assets, accruals, prepaids and property taxes; includes overall responsibility for and management of the general ledger.
• Monthly reconciliation process, ensuring that reconciliations are performed timely, balances are appropriately stated, and that items are cleared in a timely manner consistent with policy.
• Management, regulatory (including the call report and FR Y9C) and financial reporting processes, including internal and external reporting on a monthly, quarterly, annual and as-needed basis.
• Stock activity (including stock offering and stock repurchases).
• Taxes (including but not limited to federal income taxes) and certain tax reporting requirements.
• Establish, maintain, train and develop the staff required to accomplish the department’s goals and objectives with excellence;
  
• Create and implement accounting policies to ensure GAAP and regulatory compliance;
  
• Develop processes, procedures and controls for compliance with newly-issued GAAP accounting standards and changes in regulatory reporting requirements;
• Coordinate with internal departments (including internal audit, compliance and risk) and external firms (including regulators and examiners, and external firms providing audit, tax firm, and outsourced internal audit services), and serve as primary accounting department liaison with each;
• Maintain and monitor internal controls, including those related to FDICIA and financial reporting;
• Actively work with and provide support to finance, treasury, budgeting and planning functions;
  
• Answer accounting and financial questions by researching and interpreting data;
• Ensure accounting department staff maintain a customer service approach in all dealings with internal customers (staff in other departments in the company) and with all external parties (including stockholders, vendors, auditors and examiners);
• Maintain absolute confidentiality of bank information; and
• Perform other related duties as assigned.

Supervisory Responsibilities:                      

• Responsible for the supervision, coordination and oversight of clerical, administrative and professional staff.

Qualifications:    

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
• The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 
• Must be able to embrace and exemplify the core values;
• Must have a proven leadership and supervisory ability, including the ability to motivate and cultivate the development of accounting department staff;
• Must be able to work independently and also work closely with others;
• Must be able to stay abreast on job knowledge by participating in educational opportunities such as: reading professional publications, maintaining personal networks, and participating in professional organizations;
• Must have strong analytical and technical accounting skills;
• Must have strong knowledge of bank accounting, bank regulations related financial matters, GAAP and bank regulatory reporting.
• Must be able to communicate clearly and effectively, both orally and in writing.
• Must be able to organize data and to perform, review and clearly explain independent analyses.
• Must have advanced computer skills including MS Office Suite - Word, PowerPoint, Outlook and Excel knowledge and be able to use and create pivot tables and v-lookups;
  
• Must have attention to detail and excellent judgment and use of discretion;
• Must have excellent organizational and time management skills with the ability to set and adjust priorities;
• Must be able to manage numerous projects simultaneously under deadline pressure and have the initiative to address problems and make continuous process improvements;
• Must be able to rely on expertise, knowledge and common sense to manage tasks that have a broad and direct impact on business;
• Must be a self-starter who demonstrates superior professionalism and integrity, good business judgment, a positive action-oriented attitude, and a strong work ethic; and
• Must be able to pass background and credit screening process.

Education and/or Experience:

• Bachelor’s degree in Accounting is required;
• Ten plus (10+) years’ of accounting experience is required;
• Seven plus (7+) years’ of bank accounting experience is required (including managing bank accounting staff as a Controller or senior accounting manager); and
• Master’s degree in Accounting preferred.

Certificates, Licenses, Registrations: 

• CPA is preferred
  

Corporate Controller

• This position reports directly to the CFO.
• He/She is responsible for the accounting operating of the company, developing and maintaining a highly motivated and high performing team, which acts as a business partner and service provider to the organization.
• The position will help the organization achieve its strategic and financial objectives by executing on deliverables such as:
• Maintain an adequate system of accounting records, implementing a comprehensive set of controls and budgets designed to mitigate risk, enhance the accuracy of the company’s reported financial results
• Ensure reported results comply with GAAP (Generally Accepted Accounting Principles) and maintain the chart of accounts
• Implement controls to ensure the accuracy and integrity of business activities and their compliance with company policy
• Research technical accounting issues for compliance; Work with external auditors to manage compliance with local, state, and federal government reporting requirements and tax filings
• In collaboration with operations, develop a strong cost accounting function
• Support and lead internal and external reporting requirements as it related to , Investors, and various Defense industry required compliance such as annual Incurred Cost Submission (ICE) etc.
• Recommend and lead enhancements to ERP system which drive productivity in operations and the monthly close process
• Must possess detailed knowledge of bank operations and be able to manage the day-to-day banking operations {positive pay, ACH, wires, etc.}
• Lead and develop the comprehensive accounting team including AR/AP, Payroll, GL and cost accounting
• The individual selected will be responsible for coordinating month end close tasks, including consolidating, reviewing and challenging the reporting package (P&L, Balance Sheet, Free cash flow and other KPI).
• This individual will be responsible for supporting and preparing budgets, forecasts and Medium Term Plans, providing analytical support to management, ad hoc analysis, audit support and trend analysis on revenues, margin, cost etc.
• This individual will also support finance in providing top level financial assistance to executive management.
• As a member of a new team within a new structure, this Individual will develop and support new tools to support monitoring the businesses, improve analyses, ensure respect of corporate deadlines, and provide assistance to local CFOs during all reporting cycles.
• Primary Duties and Responsibilities (Essential Functions)
• Manage team of Assistant Controller (FP&A), consolidation and Business Intelligence (BI) project manager
• Perform timely monthly, quarterly, semi-annual and annual consolidated closing and reporting of financial results.
• Ensure conformity of accounting rules and standards in accordance to local and group policies; support deployment of new procedures and ensure consistency across businesses
• Support business units in solving issues linked to reporting tools and train them to ensure the best use of new tools
• Support CFO and become a key partner for finance headquarters
• Participate in any special projects linked to the finance organization (carve out of reporting units within legal entities, new organization of reporting, etc.)
• Be a leader for accomplishing MTP, budget, Actu (projections) and ROFO (rolling forecast)
• Support CFO in preparation of internal presentations to top management and for any other cross functional analysis at level
• Prepare and develop ad-hoc management reports to support effective decision making
• Perform other duties, as required.

Requirements:

• Active Certified Public Accountant (CPA) Designation is desired.
• Certified Management Accountant (CMA) Designation is a plus.
• 10+ years in accounting with 8 years in complex, high tech fast growth start-ups Aerospace & Defense manufacturing with progressive responsibility, preferably at small to mid-size company or at large company subsidiary.
• Positions in the other business functions such as contracts, ?nance, or operations a plus
• 7+ years supervisory/managerial experience with ability to work successfully with multi-function, multi-level internal and external stakeholders to ensure accuracy and integrity of ?nancial information/statements
• Experience with complex projects based manufacturing focused ERP Systems Required.
• ERP Implementation, Upgrade, or Transition experience a plus.
• Experience with Internal and External audits and reviews, including DCMA/DCAA Government audits.
• Experience developing, implementing, and maintaining effective internal controls

Controller /Divisional CFO

My client is a rapidly growing 50M-70M manufacturing Division 

• This is the lead finance position
• This job is to manage the finances for the division. It’s a roll up your sleeves and contribute role. There is some work to be done consolidating legacy reporting systems etc...
• Most important aspect of this position is that it will become a trusted financial advisor to the president of the division and the rest of the business team.
• This person will be providing the necessary leadership to ensure that the Division meets its financial performance objectives while overseeing the accounting, business segment reporting, support of special projects, and compliance with the company’s accounting procedures and GAAP (Generally Accepted Accounting Principles).

 Job Responsibilities/Accountabilities:
• Responsible for the completeness, timeliness and accuracy of the financial statements
• Supervise the accounting staff , providing review and oversight on accounting, balance sheet reconciliations, accruals, capital spending, sales and purchase contracts, and asset retirement obligations.
• Establish and maintain a well-designed and effective system of internal controls for the network as well as the divisional accounting functions.
• Provide US GAAP accounting and reporting guidance to the finance and accounting departments of all sites.
• Coordinate financial audits and provide recommendations for procedural improvements
• Promote a culture of high performance and continuous improvement that values learning and a commitment to quality.
• Provide regular and meaningful feedback to the CFO of the parent company, the divisional President and other members of the leadership team regarding pace and progress of initiatives.
• Foster an environment of learning and development that goes beyond reporting results and variances, and helps the business understand drivers of performance
• Assist in establishing short- and long-range departmental goals, objectives, policies, and operating procedures.
• Establish and monitor staff performance and development goals, assign accountabilities, set objectives, establish priorities and conduct annual performance appraisals.
• Mentor and develop staff using a supportive and collaborative approach: assign accountabilities; set objectives; establish priorities; and monitor and evaluate results.

Key Skill Sets:
• Good communicator at all levels of organization, in both written and verbal formats.
• Excellent time management skills and ability to manage multiple tasks simultaneously
• Self-sufficient, results driven and detail oriented mindset.
• Excellent decision making and strong communication skills.
• Proven leader skills, fostering positive team work dynamic.

 Professional Experience/Qualifications:
• Bachelor’s degree in Finance, Accounting or Business, plus 8+ years’ experience in a progression based finance role;

EXPERIENCE
• Of the 8+ years’ experience, 2 must be in a management level role in accounting.
• CPA Preferred
• Strong current knowledge of finance, accounting, and internal control principles including U.S. Generally Accepted Accounting Principles.
• Strong management skills; ability to influence and engage direct and indirect reports and peers
• Experience with the design and implementation of integrated of financial accounting systems.
• Hand-on experience in assessing and recommending of accounting treatment, preparing financial reports, and responding to audit and reporting inquiries.

Audit Director

• The Director of Internal Audit will be a senior member of the Finance team and will report directly to the Audit Committee of the Board of Directors and administratively to the Chief Financial Officer.
• The Senior Director of Internal Audit will assess risk and oversee development of efficient plans; conclude and report on the adequacy and effectiveness of internal controls, governance and risk management; and execute on the overall strategy of the Internal Audit function.

Key Responsibilities & Duties:

• Sarbanes-Oxley
• Responsible for planning and supervising direct reports performing Section 404 evaluations of internal controls.
• Perform Sarbanes-Oxley Section 404 risk assessments and compliance audits.
• Periodically report to senior management, the Audit Committee and our external auditors regarding status of internal controls; Sarbanes Oxley 404 assessments and any identified deficiencies.
• Perform evaluation of all deficiencies from a qualitative and quantitative aspect and determine whether they represent significant deficiencies or material weaknesses. Assist in remediation efforts for open deficiencies.
• Perform or lead audit projects and business process reviews covering all in-scope company locations.

Internal Audit Function

• Oversees the direction, planning and execution of Internal Audits, including financial, operational and information technology audits.
• Manages internal resources and outsourced external resources in the planning, execution and completion of audits.
• Gathers and analyzes data as necessary to accomplish audit objectives in a timely manner.
• Develops formal reports expressing conclusions of areas audited and recommendations to address risks and exposures.
• Perform internal risk assessment, recommend and develop the internal annual audit plan. Upon receipt of Audit Committee approval, the Senior Internal Audit Director will execute and perform the actions necessary to achieve the internal audit objectives and scope.
• Advise the Audit Committee and executive management on industry directions and external benchmarking best practices.
• Prepare reports and communicate status of any/all internal investigations and the results of all internal audits to the CFO, CCO and the Audit Committee.
• Provide regular reporting to executive management and the audit committee.
• Assist in identifying and managing the relationship of any/all external consulting resources that are engaged to assist in the performance of any/all internal control and auditing activities.

General

• Perform special projects, including due diligence of acquisition targets, participating in planning system implementations, efficiency projects, etc.
• Clearly communicate issues, including preparing comprehensive written reports, and pursue effective and timely resolution to issues.
• Work with key staff members and business unit management as needed.
• Develop and foster working relationships, focusing on the identification of solutions to issues and continuous improvements in business processes.

Enterprise Risk and other

• Facilitate annual enterprise wide risk assessment and formulate annual and long-term audit plan.
• Manages employees and projects in the execution of audits and partners with external auditors.
• Performs FCPA and other compliance audits, with occasional travel internationally.
• Other duties as assigned.

Education and Experience:

• Minimum 10+ years of audit experience, including time working in a management capacity for a corporate Internal Audit function of a U.S. Public Company.
• Must possess strong knowledge of Internal Auditing methodologies and standards and be adept at assessing complex processes to identify potential financial, operational, and compliance risks warranting audit attention.
• Extensive experience with Sarbanes Oxley section 404 compliance.
• Strong knowledge of risk assessment methodologies and general understanding of enterprise risk management.
• Experienced leader with strong business acumen, analytical skills, project management skills, and in-depth knowledge of US GAAP.
  
• Excellent communication skills are needed to interact with numerous people throughout the Company, including senior management and the Audit Committee of the Board of Directors.
• Analytical thinker that is able to quickly evaluate and process issues and creatively solve complex problems in a solutions oriented environment.
• Demonstrated ability to lead people and get results through others .Able to influence and pull teams together to meet project goals.
• Can balance multiple competing projects and communicate project status, issues and requirements at all levels with the business.
• Ability to skillfully manage potentially contentious interactions.

Training, Skills and Certifications/Licenses:

• 4-year degree in Accounting, Finance or related field.
• CPA, CIA, and/or CISA required.
• Big 4 experience a strong plus.
• Familiarity with auditing Oracle and other ERP/CRM and payroll systems.
• Familiarity with Cybersecurity best practices and models.
• Prior experience in manufacturing and technology organizations a plus.
• Highly organized with proven time management and prioritization skills.
• Proficiency with Excel, Word and PowerPoint
• Must work well in a team-oriented environment as well as independently.
  

• My Client is currently seeking a Financial Controller / VP of Finance to work closely with our executive management team to help drive continued growth and support our entrepreneurial culture. 
• This is a great opportunity for the individual that is looking to gain broad business experience and be part of a winning team.
• The ideal candidate is a professional, detail-oriented individual with great communication skills and a passion for business. In this role, you will work closely with the COO and will be fully responsible for producing high-quality financial statements, managing the day to day accounting operations and staff, forecasting and budgeting, cost containment, working with external partners (e.g. Bankers, Auditors, Insurance agents, etc.), and directly supporting our Business Unit Leaders.  

• The successful candidate will be a responsible and strong leader with the ability to establish and implement policies and procedures to meet financial reporting deadlines with accurate and timely financial reports.
• Areas of responsibilities include general ledger oversight, financial reporting, cash management, banking, financial risk management, accounting research, and income and sales tax reporting and compliance.

• Develop, analyze, and interpret accounting information in order to appraise operating results in terms of profitability, performance against budgets, and other matters bearing on the fiscal soundness of operating effectiveness of the Company.
• Ability to manage team and be hands on in cash management, A/R collections, and A/P disbursements. This includes the annual 1099 process and all other banking and regulatory requirements.
• Establish/refine policies and procedures across all functional areas of the business, including: Procurement, credit and collections, supplier payment terms, contract administration, establishing new customers and suppliers, and inventory management.
• Act as the financial gatekeeper for the Company in an effort to maximize profits and cash flows. Develop methods to lower operating expenses and Identify opportunities to increase gross profits.
• Identify and curtail up-trending expenses without materially disrupting the normal course of business.
• Responsible for planning and compliance of all sales and income tax provisions.
• Oversee matters related to document control and storage in adherence to the Company’s record retention policy.
• Coordinate and act as liaison between the Company and the independent accounting firm to provide detailed schedules in connection with annual reviews and corporate income tax return filings.

• Furnish internal reports, revise and update reports to be more useful and efficient.
• Disseminate such reports to users in a timely manner.
• Develop useful KPI’s and dashboard reports to keep decision makers apprised of financial position, including: Sales, A/R, A/P, Inventory, T&E expense, Operating expense, and ROI’s
• Gauge profitability across all customers and provide weekly reporting.
• Ensure punctual and accurate close of financial records to support timely delivery of internal reports to decision makers. Conduct and oversee month-end closing procedures, including overall adherence to GAAP.
• Oversee the general ledger and review all aspects of proposed adjusting journal entries as well as account reconciliations.
• Research accounting issues for compliance with GAAP
• A/R, A/P, PR, GL, and Financial Statement preparation
• Business forecasting, budgeting and planning, and cost containment
• ERP system management (NetSuite)
• Sales tax, insurance, banking, employee benefits / 401k, etc...
• Manage staff of 5 direct reports
• Optimize interdepartmental communication

• Bachelor’s degree in Accounting or Finance, and 5 - 7 years of related experience. CPA preferred
• Highly proficient with various accounting systems (NetSuite or equivalent)
• Experience at a technology equipment distribution and services company (or equivalent)
• Strong GAAP knowledge
• Strong written, verbal and collaboration skills
• Located in or near Santa Barbara, CA
  

Director of Internal Audit

• Oversee the internal audit and risk assessment function for the Company.
• Monitor internal controls and ensure objective compliance with internal policies and procedures as well as regulatory and legal requirements.
• Has reporting responsibility to the Audit Committee of the Board of Directors.

Duties and Responsibilities

• Develop an annual enterprise-wide risk assessment and audit plan that supports the Company’s strategic initiatives.
• Oversee the Company’s risk assessment processes and internal control environment.
• Evaluate the quality and reliability of internal control and compliance practices of the Company; regularly provide an objective opinion of the effectiveness of such controls and practices to the Audit Committee.
• With input from Senior Management and the Audit Committee, identify key financial, operational and systems risk related to controls and regulatory compliance.
• Oversee the testing of controls; ensure operational effectiveness and compliance with legal and regulatory requirements, and Company policies and procedures.
• Identify risk and opportunities for improvement, recommend necessary improvements to support compliance and Company objectives.
• Investigate and oversee the Company’s response to any alleged financial, operational and system control breaches.
  
• Develop and prepare management reports for Senior Management, the Audit Committee, Board of Directors, and external auditors.
• Follow-up on corrective actions to audit findings; ensure corrective action plans are appropriate, timely, sustainable, and executed.
• Serve as a point-of-contact for external auditors and consultants.
• Maintain an up-to-date knowledge and understanding of emerging audit trends, best practices, and standards of practice.
• Maintain a strong working relationship with Senior Management and the Audit Committee; facilitate ongoing communications and continuously assess changes to business and corporate risk profiles.
• Lead ongoing efforts to educate business units and business partners on the importance and role of internal audit to the long-term success of the Company.
• Manage the activities of the Internal Audit team. Provide leadership, coaching, and direction and to members of the department.
• Responsible for interviewing, hiring, planning, assigning or directing work, appraising performance, disciplining team members and resolving problems.
• Other duties as deemed necessary

Qualification Requirements

• Minimum Education: Bachelor’s degree in Business Administration, Finance, Accounting, or related field.
• Minimum Work Experience: Ten (10) years of progressive financial and/or audit experience. Experience as Controller or similar role as well as experience in the consumer products industry is preferred.
• License(s) / Certification(s): Certified Internal Auditor (CIA). Certified Public Accountant (CPA) is preferred.

Travel Requirements

• 25-50% Travel Required

Knowledge, Skills and Abilities

Information Technology Auditor

• My clients Internal Audit team is a High Performing group that provides internal audit services and support to the business leaders across the organization.
• Internal Audit works to address areas to drive continuous improvement, while providing independent and objective assurance and advisory services to help affect change and improve the business.
• Their current need in on the team that is focused on IT/Technology Audits and Operational reviews across the company; with the ability to identify areas for improvement, develop recommendations and become part of the solutions that will help improve the business; valued audits that make a difference.

 Responsibilities:

• Execute audits and reviews focused on various Technologies in the Business, as well as various Business Processes; and Information Technology General Controls
• Understand the business, design and execute audit programs, execute testing, analyze findings, report writing and presentation to the business, as well as participating in corrective action planning, and tracking issues through remediation with the business owners
• Document and assess the design and operating effectiveness of controls and processes to meet established business objectives or security concerns in the IT and network groups across the business
• Facilitate meetings with Technology and Network owners to discuss and understand processes and conduct risk assessments to identify and understand the business and related IT Risks, internal controls which mitigate these risks, and related opportunities for internal control improvement
• Assist with organizational policy and procedures documentation and other special projects as directed
• Build trusted relationships with the Business leaders
• Participate in top-down, risk-based approach to scoping the integrated audit with focus on the ITGC audit for Sarbanes Oxley 404, planning and execution of ITGC audits, completion of test steps to evaluate controls, and gathering/analyzing information as necessary to evaluate the effectiveness and adequacy of the controls.

Qualifications
 Desired Skills/Experience:

• The Auditor (Big 4 equivalent – Associate/Experienced Associate level) should have knowledge of key business processes, key controls and risks in the processes, and the implication to relevant IT dependencies in each process.
• Preference for experience working with various technology platforms.
• A degree in Computer Information Systems along with Accounting or Finance is highly desired.
• A professional certification such as Certified Information Systems Auditor (CISA), Certified Public Accountant (CPA) or Certified Internal Auditor (CIA) is preferred.
• Proven ability execute engagements along with ensuring deliverables meet work plan specifications and deadlines
• Ability to manage multiple tasks and responsibilities, work alone or in small teams, achieve established goals and objectives, and communicate progress in a timely and meaningful manner.
• Big Four and Internal Audit experience a Plus
• Experience delivering and managing IT SOX audits with a focus on both business process and ITGCs
• Experience with internal controls, including all phases of planning, evaluation, walkthroughs, documentation, sampling, testing and remediation
• Ability to understand information security and network risks, with strong technical background and knowledge of Information Technology and security, including UNIX, AS400, Windows NT and Mainframe environments
• JDE and Hyperion experience a Plus
• Working knowledge of database applications including Oracle, SQL, and Siebel.
• Strong written, verbal and analytical skills
• Technical knowledge of ACL a Plus
• Telecommunications Industry experience and knowledge a Plus
• Experience in Internal or External Audit in the IT Risk and Compliance space

Minimum Requirements:
College degree in a Technical or a related field and 2-4 years professional level.

Senior IT Auditor

• My client is looking for a Senior IT Auditor to join their Office of the CISO Compliance Audit team in Charlotte, NC.
• In this risk and compliance role, you will perform a wide range of compliance and assurance activities serving as the primary liaison for ESS- IT driving improvements in control and governance processes.
• Manage and coordinate all internal Cybersecurity control standard audits of Applications, Engineering Tools, ESS IT Operations / Engineering, User Services, CISO including the coordinating conferences / interviews, facilitating data / information requests, assessing audit conclusions/reports for accuracy and completeness, assisting management with review and response to audit findings, and providing status updates to senior management as needed.
• Leads projects to improve the risk and control environment through ad hoc control/compliance assessments, increasing awareness and knowledge of internal and regulatory compliance requirements, and identifying ways to streamline or improve the control environment without increasing overall risk.
• Oversee the quarterly ESS IT Control Owner Self-Assessment (COSA) process by coordinating efforts, monitoring due dates, providing guidance to functional areas and reporting result to senior management.
• Reviews planned corrective actions for adequacy and monitors open recommendations and plans of actions and milestones (POAMs) for timely completion. 
• Collaborates with IT Business Partners, management and other stakeholders to maintain awareness of changes in risk profiles, promote the awareness of risk and compliance initiatives and deliberate options in addressing emerging risks
• Provides advisory and investigation support to management and IT Business Partners as needed.

Typical Education & Experience

• Typically a Bachelor's Degree and 8 years work experience or equivalent experience

Required Skills and Education

• 8+ years of relevant, hands on experience working with and / or supporting IT Operations and Service Delivery as technical support staff or manager; plus a Demonstrated proficiency in IT solutions engineering and deployment.
• Solid understanding of information security frameworks and IT audit methodologies.
• Proficient with a broad knowledge of IT operations and technologies such as Network Infrastructure technologies (WAN/MAN/LAN), Cybersecurity, Active Directory, Backup & Recovery, Data Center, Messaging, Mobile Technologies, Remote Access, Storage, Operating Systems, Virtualization Services, SDLC and IT Service Desk.
• Ability to evaluate and assess enterprise-wide risk in order to give audit findings appropriate weight.
• Experience contributing to risk-based solutions structured around business priorities.

Preferred Skills and Education

• Bachelor's Degree or Master's degree preferably with an emphasis in information systems, computer science, accounting, business, or related field.
• 8+ years of experience in an audit or compliance role. 

Certification in one or more of the following preferred:

• Certified Information Systems Auditor (CISA)
• Certified Information Systems Security Professional (CISSP)
• Certified Information Security Manager (CISM)
• Certified Internal Auditor (CIA)
• Certified Public Account (CPA)

Senior Internal Financial Auditor

• As determined by the Audit Plan, supervise and perform financial internal audits assessing the accuracy of financial information and quality of internal controls in various areas of the company.
• Plan, supervise, and perform operational audits, Sarbanes-Oxley reviews, and special projects as requested.
• Position may also assist in the planning and supervision of audit projects beyond those being directly led, as deemed necessary.

Responsibilities

Primary Responsibilities/ Accountabilities:

• Plans, supervises, performs, and facilitates financial audits, operational audits, Sarbanes-Oxley reviews, and special projects, including:
• Determination of whether financial statements are prepared in accordance with generally accepted accounting principles (GAAP) and policies.
• An evaluation of an operating unit’s system of internal controls in accordance with Generally Accepted Auditing Standards (GAAS), Finance policies, Executive policies, IT policies, Global Code of Conduct and other applicable guidelines.
• Providing relevant information to Audit Services management in determining an operating unit’s risk profile and in performing annual risk assessments.
• Ensure that all audit work is thorough, complete, and has been performed in accordance with GAAP, GAAS, and IIA Standards for the Professional Practice of Internal Auditing, and Internal Audit Policies.
• Acts as a key audit contact for area management on a daily basis while the audit is in planning, execution, and wrap-up phases.
• Takes responsibility for overall project execution from planning to wrap up and final report delivery.
• Performs special project work under Manager/Senior Manager’s instruction and supervision.
• Prepares the Executive Summary, Detailed Audit Report, and other audit deliverables based on the materiality and importance of audit results and adequacy of audit documentation, subject to Audit Manager, Senior Manager and/or Vice President Audit Services approval.
• Develop in-depth knowledge of all business lines.
• Leverages ideas from other reviews and co-workers to provide value-added recommendations and best practices to others.
• Demonstrates teamwork by responsively collaborating with the Project Manager and audit team, sharing information and ideas, proactively seeking and accepting constructive feedback, and accepting additional assignments when appropriate.
• Works effectively with multi-cultural and global team members.
• Identifies self-development needs and seeks opportunities to work on areas that will further develop skills.
• Demonstrates integrity with interaction among personnel and peers.
• Acts as a positive and enthusiastic role model for peers.
• Assists with interviewing, training, and developing internal auditors.
• Effectively communicates audit observations and recommendations via update meetings and closing conferences with appropriate management personnel.

Qualifications

Experience/Skills/Education Requirements:

• Minimum qualifications required to fulfill the responsibilities in an acceptable manner
• Education/Degrees: Undergraduate degree in Accounting or Finance; MBA or relevant Masters studies, desirable
• Certificates/ Licenses: CPA or CIA preferred
• Special Skills: Solid understanding of generally accepted accounting principles and auditing standards; Working knowledge of Word, Excel, PowerPoint, and Access required
• Years/type of experience: 2-5 years of applicable experience (financial, accounting, and/or audit
• Preferred experience, skills, and education that is not required for job but beneficial to role (i.e. bi-lingual).
• Competencies or behavioral characteristics required to accomplish primary accountabilities of job.
• Building Strategic Working Relationships - Ability to work effectively in a team oriented environment and independently. Outgoing with strong interpersonal skills.
• Planning and Organizing - Ability to successfully multi-task and delegate work when appropriate.
• Communication - Ability to work and communicate effectively with all levels of management and staff.
• Financial Acumen - Well-developed analytical skills to review and analyze business operations and to identify accounting and operating opportunities.
• Initiating Action - Flexible with good initiative and creativity. Ambitious, goal-oriented.

BUSINESS INSIGHTS MANAGER

• My client has identified an increasing need for analytical insight and is offering a dynamic opportunity for growth and innovation.
• They are seeking a proactive Business Insights Manager with strong analytical skills.
• This individual should have a natural curiosity for problem solving and use their skills and business acumen to translate data into actionable insight.
• This individual must have the ability to challenge information, processes, and to think outside the box to solve problems and streamline communication of information.
• The Business Insights Team supports executive decision making by bringing creativity, advanced analytical techniques, and a strategic perspective to bear on challenging, macro-level opportunities. 
• The Manager will lead the team in delivering analytics on on-going operations, new opportunities and strategic goals. 
• This role must effectively use data to drive business decisions and provide a critical assessment of existing key performing indicators and recommend new measurements. 
• In addition, this team will be responsible for assisting in collaboration with functional areas on reporting, the design of business intelligence tools, partner with functional areas to collaborate on strategic decisions by providing quantitative and qualitative data analysis and partner with the overall FP&A team on annual planning cycles.

Qualifications:

• Education: Bachelor’s Degree in Accounting, Finance, Computer Science or equivalent required
• 5+ years Analytical Work Experience Preferred
• 3+ years prior experience managing teams in a dynamic, deadline-driven environment

Skills Needed:

• Statistical Analysis and a strong understanding of data visual applications
• Project documentation and Agile methodologies
• Microsoft SQL Server database development and querying
• Strong communication, organization and visual presentation skills with an ability to obtain and analyze data and draw business conclusion and offer solutions
• Able to concisely and effectively deliver insights, recommendations, and results to Executive Level Management
• High level of curiosity to explore, learn and understand business information and excellent attention to detail

Responsibilities:

• Member of the Financial Planning and Analysis Leadership Team with direct responsibility for coaching and developing the Business Insights team
  
• Member of the Benco Analytics Leadership Team with shared responsibility for workload management, prioritization and quality of analytical output
• Oversee and drive analysis to provide relevant Executive Level guidance on business performance and areas of risk and opportunity
• Design analysis, reporting and appropriate check-ins that drives accountability for investments made by the organization
• Scope and design data visualization tools that democratize data throughout the organization
• Self-drive insightful analytics that are proactively shared with Benco Leaders that improve growth and efficiencies and/or point out key risks
  
• Provide timely and relevant Information to the business to support leadership decisions
  
• Facilitate strategic discussions, guide goal setting and monthly reporting on strategic goals
  
• Partner with business stakeholders to deliver strategy and recommendations on various initiatives across all levels of Management
  
• Partner with the Financial Planning & Reporting Manager to support the efficient execution and accountabilities of the planning and forecasting processes
  
• All job duties and responsibilities are essential functions of the position
  

Director of Accounting

• My client has been in business for 12 years and currently has more than 75 facilities in 7 states with approximately 400 employees. 
• The Company has been very successful in profitably growing its business and continues to grow primarily through acquisition of facilities.
• The principals of the Company have a long history of growing multi-unit concepts across the country and internationally.

DIRECTOR OF ACCOUNTING JOB DESCRIPTION

• Reporting directly to the CEO or President, the Director of Accounting has the responsibility for the coordination and execution of all financial related activities in order to assist in the proper financial management of the principal company and its related group of retail stores. 
• Will manage the daily, weekly and monthly financial activities of the company, including accounting, tax, treasury, financial reporting, budgeting and financial planning. 
• MUST BE HANDS ON AND HAVE DEMONSTRATED EXPERIENCE IN HIRING, TRAINING AND DEVELOPING ACCOUNTING STAFF.

PRIMARY RESPONSIBILITIES

• Directing all accounting operations (AP, AR, Stock Ledger, GL, Payroll) including, audit, control, tax, treasury, financial reporting, budgeting and financial planning activities.
  
• Maintain the company’s system of accounts and keep the books and records on all company transactions and assets.
• Produce monthly financial statements including income statement, balance sheet, statement of changes in financial/cash position, cash flow projections, aged receivables and aged payables listing on a timely basis (within 10-days of period ending)
•  Manage all aspects of banking and other financial relationships.
• Manage external auditors and annual audit process.
• Proactive analysis of the monthly financial statements for the business including: analysis of key financial performance indicators and trends, including financial ratio’s; cross store and market comparisons including establishing financial benchmarks of acceptable performance; comparison of actual results to budget with corrective actions required by the Controller.
• Establish, implement and monitor financial controls, which would include approvals and authorizations and a review of all financial processes and financial systems in conjunction with CEO, the Management Committee and Area Managers.  This would include documenting the Company’s financial processes and systems in a Financial Controls Manual.
• Establish and oversee the policies and filing of government reports, audit and tax forms.
•  Assistance with special projects such as in the preparation of the financial aspects of new business opportunities. 
  
• Prepare the annual financial statements for the business, including working paper support and corporate tax returns, for the review of any of the Company’s outside accountants. 
• This role would include proactive management of audit and accounting fees.
• Provide leadership and development to all of the accounting and administrative staff. 
• This would include performing general office management duties as required such as: managing the performance of administrative personnel, including accounting, payroll, and scheduling personnel; managing control of supply expense budgets; providing general financial guidance to Area Managers; managing the financial aspects of the corporate benefits plan; managing the financial aspects of Worker’s Compensation Benefits; and corporate insurance.
• Provide store level direction on commission reconciliation, deposit verification and timeliness, inventory discrepancies; and, lead the twice annual event of taking store inventories, managing discrepancy procedures and developing chargeback program to pay plans and store profit.

SUPERVISORY RESPONSIBILITY

• The Director of Accounting is responsible for the condition of the finance department corporate facilities and the management of all associates within assigned areas.
•  In particular, the Director will have responsibility to hire, train and develop an accounting staff that will effectively and efficiently execute all aspects of the financial and administrative functions of the business

QUALIFICATIONS

• Education: BA/BS in Accounting 
• Experience:  Minimum of 5 years of experience as a Director of Accounting, Senior Accountant or Controller in a multi-unit retail environment (experience in retail a significant plus), including experience in management, budgeting, forecasting and financial reporting with specific experience in:
  • GAAP
  • Accounts Payable
  • Accounts Receivable
  • Audits
  • Bank Management
  • Fixed Assets
  • General Ledger
  • Payroll
  • Financial Reporting
  • Commission Reconciliation
• The ideal candidate should have sufficient experience to manage the financial functions of a Company with 100+ retail stores, including the demonstrated ability to effectively and efficiently run an accounting/finance department.
• Licensure: CPA highly desirable
• Evidence of successful motivational/people management and people development skills. 
• Evidence of ability to manage for achievement of corporate goals. 
• General knowledge/interest in the retail industry. 
• Must possess negotiating, problem solving, and leadership skills. 
• Must have solid written and verbal communication skills. 
• Must be fluent in the use of computer applications (MS Word, MS Excel, MS PowerPoint, email and retail POS and Financial systems). 
• Knowledge of Great Plains Accounting System a plus.
  

Chief Financial Officer

• The Company is a dynamic, rapidly growing international manufacturer and distributor of components for the automotive marketplace.
• We are seeking a forward-thinking individual who will be a key business partner to the CEO and leadership team to drive financial performance of the corporation in accordance with our strategic plan.
• Be integral to the development of the strategic plan
• Lead financial evaluation for new product development (NPD), acquisitions, capital expenditures, investments, real estate and insurance
• Act as strategic business partner to Divisional, Regional and Functional leadership teams providing insight and recommendations on both short-term and long-term growth plans of organization
• Provide accounting integrity and financial controls to support achieving revenue, profit, and ROA goals
• Financial Planning and Analysis including yearly budgeting, reporting and forecasting
• Oversee cash, foreign currency hedging program, investments and asset management
• Explore new investment opportunities and provide recommendations on potential returns and risks
• Maintain strong banking relationships and strategic alliances with vendors, auditors and business partners
• Mentor and develop accounting/finance team managing work allocation, training, performance evaluations, and the building of an effective and efficient team dynamic
• Be an integral part of the companies M&A activity which may include ?providing financial analysis of potential acquisition targets
• lead negotiator on acquisition targets working with Divisional/Regional leaders
• leading due diligence or integration process
• Manage cash flow, recognizing the need to increase scrutiny as necessary. Assume check signing and account management privileges as necessary.
• Prepare monthly financial statements; reconcile all Balance Sheet accounts to sub-ledgers, prepare and enter journal entries, calculate WIP, Inventory value, compare to budget and analyze variances in a standard cost environment.
• Maintain banking and business insurance relationships. Provide annual budget and timely monthly results.
• Lead budgeting efforts. Prepare annual budget, report results, variances and corrective actions to assure budgeted goals are achieved.
• Prepare for and manage annual audit.
• Responsible for federal and state tax issues, tax estimates, sales and use tax filings, audits by federal and state authorities, and 5500's for employee benefit plans.
• Perform credit and collection function and maintain DSO.
• Assure the stability, security and use of the ERP system company-wide. Keep software releases up-to-date and identify opportunities/lead efforts to more fully integrate the ERP system into all facets of company operations
• Issue work orders, review capital purchase requests for management approval, maintain supporting documentation.
• Direct and administer company’s MIS, IT and telecommunications functions. Manage external service providers as required.
• Negotiate annual service contracts and coordinate with external 401 (K) and payroll service providers as required. Serve as administrator of 401K plan.
• Maintain company business insurance policies.
• Directs & controls company employees and outsourced services in financial and IT matters. The Chief Financial Officer / CFO will have a significant impact on the company’s success by maintaining a high level of financial control and analysis, developing programs to support a professional work environment to attract and retain high-caliber employees, and enhance and maintain a fully functioning IT infrastructure to support the company's business needs.
• Financial Reporting, Planning, and Analysis ?Provide analysis, insight and advice on operational performance to the CEO, COO and Business Line Leadership for sound decision making
• Lead the annual and long-term planning, budget and financial strategy processes
• Support CEO in developing and measuring annual performance metrics
• Communicate financial performance and trends to all stakeholders
• Compliance/Risk Management ?Oversee the treasury function and cash management strategies
• Ensure compliance with all applicable federal, state, local, and client reporting and audit requirements
• Maintain effective relationships with external auditors, banks, and other third parties
• Develop and maintain systems to ensure adequate internal controls; maintain financial reporting systems and records to comply with management, government and client requirements
• Strategy and Governance ?Work closely with the CEO to provide due diligence and analysis of potential acquisitions and new business opportunities
• Administer elements of the shareholder stock purchase program and ESOP; liaison with outside vendors on annual valuation
• Work with CEO and Director of HR on financial management and oversight of employee benefit and compensation plans
• Develop and implement effective tax planning strategies
• Support CEO and Board of Directors in governance and committee participation
• Information Technology ?Partner with leadership and department heads to identify technology requirements for the business
• Actively involved in evaluation and implementation of software applications
• Ensure appropriate platform for hardware, connectivity, and collaboration tools
• Management, Staffing, and Process Improvement ?Supervise the Controller and IT Manager
• Build high performing Finance and IT teams that scale with the growth and increased complexity of the business
• Prioritize and execute strategic Finance and IT initiatives
• Implement operational best practices for Finance and IT

Qualifications:

• A bachelor’s degree in Accounting or Finance
• A minimum of 12 years of accounting and finance experience
• Experience in valuing acquisition targets and experience going through the evaluation-purchase-integration cycle
• Solid technical accounting knowledge and thorough understanding of GAAP
• Extensive knowledge and experience in financial statement preparation, consolidations, and maintaining automated financial systems
• Knowledge and expertise in multiple currencies
• Ability to travel internationally

Preferred

• International work experience
• MBA or advanced degree
• CPA/CFA
• A proven leader and manager with current/recent experience at the Controller level
• Demonstrated P&L Responsibility
• Industry Experience
• In depth knowledge of IFRS
• Directs & controls company employees and outsourced services in financial and IT matters.
• The Chief Financial Officer / CFO will have a significant impact on the company’s success by maintaining a high level of financial control and analysis, developing programs to support a professional work environment to attract and retain high-caliber employees, and enhance and maintain a fully functioning IT infrastructure to support the company's business needs.
• This is a "shirt sleeve" environment utilizing a staff of four employees-must be willing to perform all finance operations as needed. Reports to the President and is a key member of the senior management team.