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Job Number: 2164137

Director of Finance & Accounting
Mountain View, CA

Position Summary

The Director of Accounting and Finance is a member of the senior executive team and responsible for overseeing the financial operations and financial planning of a company. They combine operational and strategic roles, manage accounting and financial control functions, and establish a financial strategy for the profitable long-term growth of the business.

This is a very dynamic role with high visibility that requires high degree of focus, integrity and multitasking. The role collaborates heavily with Account Service Managers and Executives to make financial and operational decisions that ensure the company meets its objectives.

Essential Functions/Typical Tasks

v Manages a small group of 5 finance and accounting professionals

v Full charge and system administrator of NetSuite

v Update and maintain all transactional and entry forms in the ERP

v Add and remove NetSuite users as needed

v Create/configure system based on User Roles and Train new users as needed

v Create workflows within NetSuite to improve functionality built in NetSuite

v Engage in special project as directed by CEO, President and EVP

v Provide Support to all Employees regarding NetSuite issues and trouble shooting

v Oversees all aspect of the Accounting Department and its functions on a daily basis

v Manages the A/R and A/P personnel and helps set priorities to meet corporate objectives

v Reviews A/R Invoicing and Deposits as they are generated and posted in NetSuite

v Oversee all aspects of billing and completing backup paperwork for Contract Services

v Works with customers to resolve any PO issues or discrepancies regarding invoicing to include Final Demand Letters for payment in collections

v Makes adjustments to the General Ledger as needed

v Runs department weekly meetings, including sending email follow ups and closing on any pending action items

v Collaborates with other departments in a professional and timely manner

v Meets with the heads of Sales and Operations on a weekly basis to review modifications in billing, contracts, scope, budgets or any other areas that affects accounting

v Submits a list of balances of all bank accounts, current receivables and payables to upper management on a month basis

v Reconciles the General Ledger Income and Expenses making sure everything is properly post to the correct account

v Daily review of Bank Accounts and reconciliation to the General Ledger

v Daily monitor cash-flow for inbound deposits (checks & EFT)

v Make payroll transfers to VEU, and VVX (15th & 30th)

v Make monthly Sales Tax Pre-payment to the Board of Equalization

v Reconcile and forward Sales Tax information to CPA for quarterly payment

v Review all Job Costing Reports for Senior Management before publishing

v Publish Monthly Financials password protect and forward to Bank and CPA

v Clarifies any questions from Management on Job Cost or Financial reports.

v Develop saved searches and ad-hoc reporting in NetSuite as requested by Management

v Maintains updated company records in NetSuite

v Coordinate communications with external CPA, Bank and Vendors

v Work on special projects as directed by Management

v Respond to email from Customers, Vendors, Operations and Employees

v Create Mass-updates in NetSuite as needed (SDE, OM etc.)

v Review and publish BBC for Comerica

v Coordinate and facility the Annual Audit with Comerica

v Works with CPA in the preparation of the Annual Audited Financial Reports

v Designs strategy annual Union Increase to all our customers in conjunction with Operations, Sales and Upper Management

v Monitor/Enter all approved Union increases to the recurring Service and Work Order invoices in NetSuite for printing on the effective date of the increase

v Audits all billing information before it is sent out to customers

v Assist Accounting Manager and E-Vice President on annual budgets for major accounts prior to their final year

v Audit and review Customer Budgets with Accounting Manager to make sure each line item is correct and matches the figures approved by Customer team.

v Review all Contract Sales Commission prior to processing

v Monitor the Line of Credit and pay-down or borrow as needed

v Monitor Car Allowance Participants - Auto Insurance Policy with Fleet Manager

v Monitor ~ Audit Supply Works monthly Rebate and Participate in QBR

v Track all Cost-Plus Credits

v Track all Business Licenses are updated

v Assist in setting up and keeping CONTRACTORS STATE LICENSE updated and current

v Review Construction-Clean-up commission and accrue as needed

v Monitor 411 Clyde bldg issues with Landlord and Management Company

v Create maintain GL numbers in the Balance Sheet and Expense accounts as needed

v Create CSV Uploads as needed for streamlining processes

v Manage all vendors and suppliers, including Contracts, NDAs, Certificates of Insurance

v Other duties relevant to Accounting and Finance, and Company Operations not listed above

v Puts together monthly financial analysis noting areas of opportunity to reduce cost, increase efficiency and/or improve the company's overall performance

v Collaborates with department heads to implement and monitor initiatives targeted at improving financial performance

v Ability to attend customer meetings at customer locations

v Manages Team of 5: Accounting Sr. Manager, Accounting Manager, Jr. Accountant, Senior Accountant, Sr. Accountant

v All other duties as assigned

Must possess:

· NetSuite at the Administrator level (5+ years)

· Professional Degree in Finance and/or Accounting

· Advance Excel Skills to include (VLookup, Pivot Tables and Macros)

· At least 8 years of experience in a management/leadership roll

· Analytical forward thinking and strong decision-making skills

· Work Independently

· Willing to roll up sleeves, get hands dirty, pitch in other areas of the organization outside of direct role as needed

· Willingness to participate in company events and demonstrate leadership promoting company values

· Extroverted personality capable of interacting with dozens of employees on a daily basis and trouble shoot their accounting and finance needs

· Stamina and drive to move department forward and be an agent of change

· Strong understanding of compliance with local, state and federal ordinances

· Experience working in service industry dealing with large volume of transactions daily


· 10 -15 years related experience as a Director of Finance

· Bachelors degree in accounting

· Active or formal CPA Credentials preferred

Preferred Education/Experience

v Masters in Finance



About Nelson:

If you're looking for a new opportunity, the recruiting and staffing experts at Nelson can help. We work with companies of all types and sizes across all industries. We help people like you find exciting roles with employers ranging from Fortune 100, government, and nonprofit organizations to local businesses, industry leaders, and the most agile start-ups. The candidates we work with appreciate our responsive approach, genuine relationships, and exceptional service. With a commitment to transparency, authenticity, and credibility, we look forward to our jobs every day, and we're excited to help you find the job you've been looking for. Nelson is an EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.