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Controller in Jersey Village, TX at Lucas Group

Date Posted: 11/2/2018

Job Snapshot

Job Description

Sizzle:  Company was sold to a larger PE firm in 2015 and they are making acquisitions, last one more than doubled the size of the company.  Revenues are $250 million.  Locations in Houston, California, and New Jersey.  Sales are in USA and Canada and expanding into Europe. 

Position Description:

This position reports to the CFO and has responsibilities in FP&A and Accounting.

This role is also responsible for managing all aspects of accounting, including financial statements, general ledger, reconciliations, month-end close and the annual audit. FP&A responsibilities include the Company’s annual budgeting process, monthly financial forecasting and operating plan variance analysis.

This person should be a highly motivated self-starter with supervisory and internal control experience and possess strong technical accounting GAAP knowledge.  The ideal person should also have a strong aptitude towards systems and processes to manage high transaction volume in a fast-paced distribution environment and
provide leadership in a dynamic organization. To effectively interface with senior management, internal and external customers and manage the accounting team, the Controller needs to have strong interpersonal and communication skills.


  • Bachelor’s  Degree or higher, CPA required
    • 10+ years of experience including controller and supervisory experience (10+ years)
    • Multi entities consolidation experience required
    • Advanced Excel and financial modeling experience; financial model controls and data validation techniques
    • Have managed external audits required and public accounting experience a plus

Required Attributes:

  • Strong presence with ability to interact with senior management.
    • Maturity, professionalism, and a high level of discretion and confidentiality.
    • Team player with strong interpersonal skills and a positive “can-do” attitude.
    • Ability to multi-task and work in a high-performing team environment.
    • Effective written and verbal communication skills.
    • Strong organizational skills and attention to detail.
    • Self-starter; can work with minimal supervision
    • Flexibility to work average 45-50 hours per week; more overtime during quarter end close, board presentations; budget process and annual audit
    • Netsuite and NetSuite OneWorld ERP experience a big plus

Duties and Responsibilities:

  • Financial Reporting, Planning and Analysis
    • Annual Budget –  Assist CFO with the preparation of the annual budget process and budget model and all necessary analyses
    • Financial Reporting – Accountable for the daily, weekly and monthly financial reports to senior management, Board and lenders, including the preparation of the integrated financial model (balance sheet, income statement and cash flows) and business related analysis and forecasting.
  • Treasury and Risk Management
    • Assist CFO in the treasury functions and is key contact with bank
    • Assist CFO in debt and cash management including cash forecasting and debt compliance reporting
    • Assist CFO in the annual renewal of business insurance and maintain the company’s risk management process
  •  Accounting
    • Accounting and General Ledger
      • Prepare monthly, quarterly, and year-end financial statements and analysis.
      • Maintain month end close timeline, processes and deadlines
      • Maintain all balance sheet reconciliations and schedules.
      • Review and implement accounting policies to ensure GAAP compliance.
    • Billings and Collections
    • Vendor Management and Accounts Payable
      • Manage full cycle accounts payable.
      • Manage, assist to negotiate and reconcile freight costs.
    • Inventory – manage inventory costing and reconciliation.
    • Payroll and Human Resources – coordinate payroll and assist HR with new hires and termination process
  • Annual Financial Statement Audit - responsible for annual audit preparation and liaise with external auditors.
  • Tax Compliance
    • Coordinate with external CPA firm on federal and state income tax compliance filings.
    • Manage state sales & use tax compliance.
  • System - implement ERP enhancements to optimize accounting efficiencies and financial transparencies, accuracy and timeliness.
  • Business contributions
    • Perform business analysis and make recommendations to management
    • Cross functional team capabilities – Liaise with other functional departments on business optimization initiatives including ERP enhancements and order to cash and purchase to pay processes
    • Support acquisitions due diligence and integration
    •  Lead or participate in  company cross-functional projects
  • Personnel management–
    • Manage and develop team of 7 employees; develop team annual KPI’s and initiatives.
    • Build relationship and establish customer service orientation approach with other departments and external customers

Job ID: 1543096