Job description

Voted “One of the North Bay’s Best Places to Work”, my client is a Sonoma-based mechanical contractor providing a single source for reliable mechanical systems in San Francisco and the North Bay Counties, specializing in HVAC, plumbing and refrigeration for a wide variety of market sectors including Healthcare, Technology, Education, Office Space, Hospitality, Winery, High Rise and Low Rise Residential. Peterson Mechanical provides pre-construction, pre-fabrication, custom fabrication, design/build and plan/spec. solutions. They are currently seeking a Controller to join their team.

Job Summary:

The Controller manages the overall financial activities of the Company including banking, regulatory compliance, finance, accounting and third-party required reporting. The Controller also oversees the company’s financial information software, Vista/Viewpoint. The Controller manages financial risk, implements approved cost-saving measures and assists in the Company’s overall financial health and profitability.

Essential Duties and Responsibilities:

· Administrates Vista/Viewpoint – the company’s accounting enterprise software system

· Monitors successful completion by staff of daily cash and deposits, weekly payroll, payables and receivables tasks

· Performs monthly, quarterly and annual closing activities.

· Provides complete working papers for outside accountants; participates in annual review

· Provides financial reports to the Board and senior management monthly.

· Produces work-in-progress reports and overhead assessment reports monthly

· Attend weekly work-in-progress meetings with Project Managers

· Monitors staff’s successful contract administration, billings and client relations related to such.

· Assures compliance with local regulatory and tax requirements and reporting, including GAAP

· Assures proper recordkeeping procedures, including retention and destruction per company policy

· Provides banking and bonding reporting requirements

· Develops, proposes and implements financial forecasting and planning tools as needed to support senior management strategic planning efforts.

· Coordinates and reports out the budgeting process for overhead and indirect costs for senior management review and approval.

· Monitors internal controls and assures tracking and protection of company assets.

· Analyzes and reports financial data for financial and operational performance, including Company performance against key performance indicators at least quarterly.

· Coordinate with senior management to reduce risks related to insurance claims and coverage.

· Coordinate with senior management on outstanding litigation

· Assures financial operations support Company credit and bonding worthiness

· Partners with senior management to identify and implement cost-saving measures, succession planning and support services as needed.

· Identifies competitive rates and fees by researching competition for needed services

· Coordinates payments for company 401K and Profit Sharing Plan; works with HR in plan administration as needed

· Mentors and trains direct reports and oversees mentoring and training of other accounting team members.

Essential Qualifications:

· Bachelor’s degree in Finance or Accounting, or related discipline

· Minimum 5 years’ experience in supervision

· Highly motivated team player, staff cheerleader, willing to support team members whenever needed

· Effective time management, sense of urgency and attention to details; committed to meeting deadlines and willingness to participate in strategic planning and implementation.

· Ability to work flexible hours

· Working knowledge of Word, Excel, Power Point, and Outlook.

Preferred Job Qualifications

· Construction Industry experience; experience in a union environment

· Experience with Vista by Viewpoint

ADA Specifications:

Prolonged standing/sitting; occasional walking. Manual dexterity required for computer work. Occasional lifting of up to 25 lbs. Office work environment. Moderate noise level. Reasonable accommodations will be made available.

Job Type: Full-time

Pay: $140,000.00 - $160,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off

Physical setting:

• Office

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

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