What are the responsibilities and job description for the Controller position at Now CFO?
Position: Controller
Location: Livermore, CA
Industry: Forklift, Construction, and Warehouse Equipment Retail and Service
Company Size: Medium (Annual Revenue: ~$150M)
Employment Type: Full-Time, on site
Reports To: CEO
Team Size: 4 Direct Reports. Team total is 10.
Position Summary:
Total Industries is seeking a strategic, hands-on, detail-oriented Financial Controller to lead the financial operations of a multi-location forklift and trucking equipment retail and service company. This is a family founded and run business with a great family dynamic and long-time employees. This role is ideal for a seasoned finance professional with experience in high-volume transactional environments, inventory-heavy operations, and service-based revenue streams.
Key Responsibilities:
Financial Management & Reporting
- Oversee preparation of monthly, quarterly, and annual financial statements in accordance with GAAP.
- Manage financial reporting for multiple locations across California.
- Manage cash flow and working capital to ensure adequate liquidity for current and future operations.
- Lead internal and external audits and ensure regulatory compliance.
- Lead sales tax and regulatory reporting.
Accounting Operations
- Supervise AP, AR, payroll, and general ledger functions.
- Oversee cost accounting, inventory valuation, and revenue recognition for both wholesale and service divisions.
- Implement and maintain robust internal controls and accounting policies.
Budgeting & Forecasting
- Develop and manage annual budgets and rolling forecasts.
- Provide variance analysis and financial insights to support operational and strategic decisions.
Systems & Process Optimization
- Enhance ERP systems and financial tools to support high transaction volumes and inventory tracking.
- Drive automation and process improvements across finance functions.
Strategic Leadership
- Partner with operations, sales, and service teams to align financial goals with business strategy.
- Support capital investment decisions and evaluate ROI on major equipment purchases and service expansions.
- Proven dynamic leadership and ability to motivate a passionate team.
- Demonstrate our values in all aspects of leadership and day-to-day operations.
- Participate in hiring, onboarding, and developing accounting team members.
- Manage work process flows to ensure a balanced workload, adequate back up, and coverage.
- Maintain a team culture and cultivate effective workplace communication and transparency.
Qualifications:
- Bachelors degree in Accounting, Finance, or related field (CPA or MBA preferred).
- 7 years of progressive experience in accounting/finance, with at least 3 years in a Controller role.
- Experience in retail distribution, equipment sales, or service-based industries.
- Strong understanding of inventory management, cost accounting, and multi-location financial operations.
- Proficiency in ERP systems (e.g., NetSuite, Sage, or similar).
- Excellent leadership, communication, and analytical skills.
- Familiarity with California-specific tax and labor regulations.
#IND2
Salary : $150
