Peterson Mechanical   Sonoma, CA   Full-time
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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.

This job is no longer available.

Peterson Mechanical

Sonoma, CA