Controller / Head of Finance

Experienced Controller / Head of Finance to oversee accounting and financial operations across all CR United Holdings subsidiaries, serving as the senior financial leader to support executive decision-making and growth.

Responsibilities

• Apply practical business judgment to communicate and coordinate across departments and with clients.
• Act as a key financial advisor to the executive team, delivering analysis and insights to inform strategic decisions.
• Develop financial models and forecasts to evaluate growth opportunities, operational changes, and investment choices.
• Analyze performance metrics, margins, and cost structures to identify efficiency and profitability improvements.
• Provide forward-looking financial insights to anticipate risks and plan for expansion.
• Lead company-wide budgeting and forecasting across all subsidiaries.
• Build scalable financial processes and reporting systems to support company growth.
• Create financial dashboards and reporting that clearly illustrate performance trends.
• Implement systems, controls, and workflows that strengthen financial discipline during expansion.
• Conduct financial modeling and scenario planning for expansion, operational changes, and new initiatives.
• Own the consolidated monthly close on a 5–7 business day cadence across all entities.
• Lead multi-state tax compliance across CA, WA, and CO including sales/use, B&O, payroll, filings, licenses, and registered agent management.
• Manage the fixed asset register for vehicles, equipment, leasehold improvements, and IT, including capitalization policies and depreciation schedules.
• Oversee ASC 842 lease accounting for warehouse properties across multiple states, with right-of-use assets and lease liabilities managed in the GL.
• Supervise the external CPA relationship for annual S Corp tax returns, K-1s, and any reviews or assurance engagements.
• Partner with operations leaders in CA, WA, and CO on budget, forecast, route economics, vehicle ROI, and capex planning.
• Leverage AI resources to increase efficiencies and streamline processes.
• Maintain strong cash management and forecasting capabilities.
• Translate financial data into actionable insights for leadership decisions.
• Oversee preparation of consolidated financial statements across multiple entities.
• Ensure accurate and timely monthly, quarterly, and annual financial reporting.
• Implement and continually improve internal controls appropriate for a private company of this scale.
• Maintain a clean, audit-ready general ledger for each entity, including inter-company eliminations and related-party transactions.
• Ensure the accuracy, efficiency, and scalability of financial systems and processes.
• Identify opportunities to streamline financial operations and reporting infrastructure.
• Serve as the primary financial liaison with external accountants, auditors, and financial institutions.
• Oversee tax coordination and regulatory reporting across all company entities.
• Manage banking relationships, including operating accounts, revolvers, equipment financing, and covenant reporting.
• Lead and develop the in-house accounting team (currently 2–3 staff) as needed.
• Establish clear financial processes, reporting structures, and accountability standards.
• Foster a culture of financial discipline, transparency, and continuous improvement.

Requirements

• On-site work required Monday through Friday, 8:00 am to 5:00 pm.
• Periodic travel expected (about 25%) to the HQ located in California.
• Bachelor's degree in Accounting, Finance, or a related field; CPA or CMA certification preferred.
• 10+ years of progressive accounting/finance experience, with at least 5 years in a leadership role.
• Strong knowledge of GAAP and financial reporting standards.
• Proficiency with accounting software (QuickBooks) and advanced Excel skills.
• Experience with budgeting, forecasting, and financial modeling.
• Ability to balance high level strategic thinking with hands-on accounting tasks.
• Excellent attention to detail and accuracy in financial data entry and analysis.
• Strong organizational and time management skills with the ability to meet deadlines.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong communication and leadership abilities.

Technologies

• QuickBooks
• Excel

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

The Ideal Candidate

• Experience helping companies scale from around $15M to $50M+ in revenue
• Background in small to mid-size business environments with a growth mindset
• ERP implementation or migration experience, such as moving from QuickBooks to a more robust platform
• Comfort with data governance, automation, and AI integration in finance
• Hands-on, detail-oriented self-starter who has interacted with the CEO and Executive Team
• Willingness to perform accounting tasks directly
• Growth mindset, proactive approach to challenges, resourceful with a can-do attitude
• Thrives in a fast-paced setting with strong accountability

Application Question

• Do you have experience managing accounting or financial reporting across multiple entities, including intercompany transactions?

Education

• Bachelor's degree required

Experience

• Corporate finance: 10 years required
• Financial leadership: 5 years required

License / Certification

• CPA or CMA license preferred

Willingness to Travel

• 25% travel required

Work Location

• Onsite in Austin, TX

Pay

• From $160,000 per year