Controller

Peterson Mechanical   Sonoma, CA   Full-time     Accounting
Posted on October 2, 2021

Voted “One of the North Bay’s Best Places to Work”, Peterson Mechanical is a Sonoma-based mechanical contractor providing a single source for reliable mechanical systems in the San Francisco Bay Area, 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 for San Francisco, Oakland, Sonoma, Solano, Marin, Napa and the surrounding areas.  We are currently seeking a Controller to join our team.

Reports to:      CFO                                                                            Job Status:         FULL TIME

FLSA Status:  EXEMPT                                                                    EEO Category:  Managers and Supervisors

Supervises:      PR Adm/AP Coordinator                                        

                        Contracts Administrator Manager

                        Office Administrator                                     

Wage Grade:   VIII                                                                            

 Job Summary:

The Controller directs, plans, controls and reports the overall financial activities of the Company including banking, regulatory compliance, finance, accounting and third-party required reporting.  Oversees financial Information Software System, budgeting, credit and collections.  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 company’s accounting enterprise software system
  • Monitors successful completion 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 successful contract administration, billings and client relations related to such.
  • Assures PMI 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. Coordinates tracking of IT assets with IT Manager.
  • 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.

 Essential Qualifications:

  • Bachelor’s degree in Finance or Accounting, or related discipline
  • Minimum 5 years’ experience in cash management, forecasting and financial analysis experience
  • Effective time and project management experience; history of meeting commitments and deadlines
  • Ability to work flexible hours
  • Working knowledge of Word, Excel, Power Point, Outlook and online banking procedures
  • Sense of urgency and understanding of importance of deadlines.

Preferred Job Qualifications:

  • MBA
  • 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.