Controller

We are seeking a highly skilled, hands-on Corporate Controller to lead accounting operations in Pleasanton, CA, while serving as a trusted business partner to the CFO. This is a unique opportunity for an accounting leader who combines strong technical accounting expertise with financial modeling, lender reporting, forecasting, valuation support, and operational finance experience. The ideal candidate is equally comfortable closing the books, presenting financial results, building sophisticated financial models, supporting lenders and auditors, and helping leadership evaluate growth opportunities and strategic initiatives.

Key Responsibilities

Accounting & Financial Reporting

• Lead the monthly, quarterly, and annual close processes.
• Prepare and review GAAP-compliant financial statements and supporting schedules.
• Maintain strong balance sheet integrity through reconciliations, analysis, and internal controls.
• Oversee accounting operations and ensure financial reporting accuracy and timeliness.
• Drive continuous improvements in accounting processes, controls, and reporting.

Strategic Financial Planning & Analysis

• Develop and maintain integrated three-statement financial models, including income statement, balance sheet, and cash flow forecasts.
• Partner closely with executive leadership on budgeting, forecasting, and long-range planning.
• Analyze financial performance and provide actionable insights to support key business decisions.
• Build financial models to evaluate expansion opportunities, capital investments, and acquisition targets.

Treasury, Lending & Compliance

• Manage lender reporting requirements and debt covenant compliance.
• Prepare financial covenant calculations.
• Support cash flow forecasting and liquidity planning.
• Serve as a key liaison with banking and financing partners.

Audit, Tax & Valuation

• Lead annual external audit activities and coordinate with independent auditors.
• Manage tax compliance activities in partnership with external advisors.
• Support periodic business valuations by preparing forecasts, schedules, and financial analyses.
• Ensure compliance with accounting standards, regulatory requirements, and financial policies.

Leadership & Process Improvement

• Develop, mentor, and lead a high-performing accounting team.
• Strengthen internal controls and create scalable processes that support continued growth.
• Leverage automation, analytics, AI-enabled tools, and modern technology to improve efficiency and reporting quality.
• Foster a culture of accountability, collaboration, and continuous improvement.
• Bachelor's degree in Accounting, Finance, or a related field.
• 8+ years of progressive accounting and finance experience.
• Strong knowledge of U.S. GAAP and financial statement preparation.
• Demonstrated experience developing and maintaining three-statement financial models.
• Proven success managing external audits and corporate tax compliance.
• Advanced Excel, financial analysis, and modeling capabilities.
• Strong leadership, communication, and business partnering skills.
• Enthusiasm for leveraging technology, automation, AI, and data analytics to enhance finance operations.
• CPA designation strongly preferred.