Controller

LOCAL ORANGE COUNTY CALIFORNIA CANDIDATES ONLY!

We are a privately held family business specializing in alternative investments. With an annual revenue of approximately $20 million, our company is dedicated to providing unique investment opportunities to our clients. Located in a beautiful Orange County California office situated on the beach, we are seeking an experienced and motivated hands on Controller to join our team and play a pivotal role in our continued success.

Position Overview:

As the Accounting leader of our small yet dynamic company, you will be responsible for overseeing all financial aspects of the business. You will work closely with the leadership team to drive financial strategy, ensure accurate financial reporting, and contribute to the company's growth and profitability. Your expertise will be instrumental in making strategic decisions that align with our mission and objectives.

Key Responsibilities:

Develop and execute financial strategies that support the company's growth and enhance profitability.

Prepare and present accurate financial statements, reports, and analyses to the executive team and stakeholders.

Provide strategic recommendations based on financial analysis and projections.

Monitor cash flow, manage budgets, and ensure effective working capital management.

Oversee the financial aspects of our diverse investment portfolio, including collectibles and wineries.

Ensure compliance with accounting standards, tax regulations, and legal requirements.

Manage banking relationships, negotiations, and credit facilities.

Supervise the small accounting team or three, providing leadership, mentorship, and professional development.

Participate in executive meetings and contribute to overall business strategy discussions.

Qualifications:

Bachelor's degree in Finance, Accounting, Business Administration,

Proven experience (at least 8-10 years) in a Financial leadership role in a small to mid-sized company

Excellent understanding of financial regulations, compliance, and reporting.

Strategic thinker with the ability to translate financial data into actionable insights.

Effective communication skills to present complex financial information to non-financial stakeholders.

Highly organized with attention to detail and accuracy.

Adaptability and a proactive approach to problem-solving.

Ability to thrive in a dynamic and fast-paced environment.

Resides in Orange County, California.

Perks:

Work in a stunning Orange County office located on the beach, providing an inspiring and relaxing environment.

Join a close-knit team of professionals who are passionate about alternative investments.

Opportunity to contribute to the growth and direction of a family-owned business.

Competitive compensation package, including salary, benefits, and potential performance-based bonuses.