Controller - Military veterans preferred

Company Overview

The HdL Companies help cities, counties and special districts maximize revenues through research and discovery efforts, financial and economic analysis, and provision of software that supports local government operations in a variety of important ways. We are regarded as a leader, occupying a specific niche in the financial services sector and serving over 900 local governments nationwide. Leveraging our talented team of professionals, along with leading edge software and database systems, HdL discovery efforts have recovered over $3 billion for our local government partners.

Core Values

HdL team members individually and collectively aspire to the following core values:

Deliver Excellence In Everything – We anticipate needs and believe that delivering extraordinary service, inside and outside our organization, is key to our success. We passionately pursue excellence in everything we do.

Do The Right Thing – We always act in the best interests of our company and our clients. We are respectful, have high integrity, and are accountable for our actions.

Foster Relationships – We build lasting relationships based on trust with our teams and our clients. We value collaboration toward our common goals and inspire each other to improve and progress.

Give Generously – We give generously of our time and resources with our teammates, clients and communities. We impart information for best practices, encourage professional development, and support charitable community organizations.

Enjoy The Journey – We enjoy our journey and enthusiastically celebrate our successes. We have fun and find fulfillment working with our colleagues and clients.

Be Authentic, Grateful, and Humble – We are thankful for the success we have achieved individually and as a company and never take it for granted.

Position Overview

This is an exciting opportunity to join an employee-owned company with a nationwide presence. HdL is currently seeking a Controller for its Accounting Team. The ideal candidate is a master of the requisite technical accounting skills with the ability to function as a business leader. The primary responsibilities are to manage all aspects of the firm’s accounting functions, including general accounting, project accounting, revenue recognition, A/R, A/P, G/L and the firm’s audit and tax filing efforts conducted by external accounting advisory firms. In keeping with HdL Core Values, the Controller is responsible for ensuring the accuracy, integrity and timeliness of all financial statements in compliance with Generally Accepted Accounting Principles. Under limited direction, the Controller recommends, implements, and controls accounting policies and procedures, coordinates and operates accounting, taxation and data control for all HdL Companies. Furthermore, the successful candidate thrives on analytics, is detail-oriented, resourceful, and an excellent communicator. This individual must be able to work well with a broader team and possess an intellectual curiosity to learn the details of our growing business. 

This is a salaried/highly confidential-professional position that reports to the CFO.

Job Responsibilities

• Lead and manage the accuracy and productivity of day-to-day activities of cash management, accounts payable, accounts receivable, cash disbursements, invoicing/billing, customer credits and collections, general accounting, cost accounting, and operations
• Manage and direct the day-to-day activity of accounting staff in the performance of their duties, including the processing of all billing, accounts payable, and other associated accounting activities
• Prepare and review accounting journal entries and schedules; monitor and ensure all general ledger monthly reconciliations are completed in accordance with established processes and schedules
• Analyze financial performance against key business metrics
• Monitor pertinent information used in building and analyzing future business plans, forecasts and budgeting processes
• Proactively partner with management and accounting staff to identify, investigate, and analyze potential operational improvement
• Develop performance measures that support HdL’s strategic direction and inform the executive team on the financial implications of business activities
• Build a working rapport with any outsourced tax advisor relationships and thoroughly review work to ensure compliance with all taxing authorities and reporting requirements
• Implement all necessary accounting policies and procedures to maintain adequate internal controls to ensure the accuracy of financial reporting 
• Prepare monthly, quarterly and annual financial statements and management reports, providing management with information vital to the decision-making process
• Manage day-to-day banking relationships, transactions, and required covenant submissions/ monitoring
• Review significant cash outlays, including but not limited to, all major expenditures, and recurring contractual costs to ensure they are compliant with contract terms
• Coordinate, manage, and facilitate all periodic and annual audits of financial data and accounts, internal controls, etc.
• Maintain Financial Force (accounting software) and lead all implementation efforts for additional modules, and ensure all updates and maintenance requirements are implemented timely and completely
• Foster organizational awareness by establishing positive relationships with other business units, departments and third parties and provide exceptional customer service satisfaction
• Deliver accurate and timely information to the CFO to facilitate the organization’s financial needs
• Participate and lead, where appropriate, in a wide variety of special projects and compile a variety of special reports related to financial analysis, projections, investments, new ventures, pricing and company improvements
• Assist in acquisitions, due diligence, integrations and system implementations as needed
• Prepare and update fixed asset amortization and depreciation schedules
• Effectively fulfill supervisory and team-building responsibilities in accordance with the organization’s policies, procedures and applicable laws.  Includes active coaching, mentorship and skills development of staff

Skills and Qualifications

• Proficient with Excel modeling and formulas 
• Proficient with PowerPoint charting and presentation slides
• Strong analytical, problem-solving skills
• Ability to manage priorities, workflow and produce results
• Ability to work well with all levels of management and executive leadership support staff

Education and Experience

• Bachelor’s or MBA Degree in Accounting.  CPA highly preferred
• Strong accounting and financial leadership experience of at least 7 years with a multi-million dollar company, including at least 4 years of management experience 
• Demonstrated financial reporting, accounting principles, and data systems analysis expertise
• FinancialForce expertise is highly desirable, along with financial systems implementation experience 
• Experience developing and implementing business strategies and financial goals
• Experience and understanding of company valuation concepts
• Prior experience with ESOPs (employee stock ownership programs) helpful, but not required

Compensation

The starting base salary for this Brea, CA position is expected to be between $161,393.16 to $201,741.44 annually. Actual salary will be determined based on skills, experience (to the extent relevant) and other job-related factors, consistent with applicable law.

Benefits 

1. Competitive Base Pay
2. Opportunity to participate in 401k
3. Medical, Dental, Vision, Life/AD&D, LTD and Employee Assistance Program
4. Paid time off for Vacation, Sick and Holidays
5. Employee Stock Ownership Plan (learn more about the HdL ESOP at: https://www.hdlcompanies.com/about/careers)