We are looking for a detail-oriented Controller to support document management activities in Pleasanton, California. This role focuses on organizing, reviewing, and digitizing business records to maintain accurate and accessible files. The ideal candidate brings strong attention to detail, consistency in handling documentation, and the ability to keep information well-structured in a fast-paced environment.
Responsibilities:
- Lead transition away from factoring, ensuring smooth cash flow and minimal business disruption.
- Establish and manage the company's billing, invoicing, collections, and accounts receivable functions.
- Oversee Avionté billing setup, invoicing, cash application, reconciliations, and AR operations.
- Develop credit, collections, and aging processes to improve cash collection and DSO.
- Manage cash flow forecasting, working capital, and banking relationships.
- Deliver financial reporting, profitability analysis, and KPI tracking for leadership.
- Partner with accounting to review financial results and monitor EBITDA performance.
- Manage budgeting, staffing costs, vendor expenses, and commission programs.
- Collaborate with operations to ensure accurate payroll and invoicing data.
- Evaluate and implement scalable billing and AR systems integrated with Avionté.
- Support leadership with pricing, financial planning, and growth initiatives.
- Build and scale finance processes while ensuring regulatory and tax compliance.
- Lead and develop finance staff, including performance management.
- 8+ years of accounting and finance experience, including 3–5+ years in a leadership role.
- Experience building in-house billing/AR functions or transitioning away from factoring.
- Proven success improving collections, cash flow, and working capital performance.
- Hands-on leader with experience creating and optimizing financial processes.
- Background implementing financial, billing, and AR systems; Avionté experience preferred.
- Strong analytical, communication, and team leadership skills.
- Bachelor’s degree in Accounting, Finance, or related field required.
- CPA preferred.