As part of the leadership team, the Director of Finance + Accounting plays a vital role in directing and overseeing the financial operations for the organization. They are a member of the Executive Team, and they shepherd the company’s financial health and success. They are responsible for the overall strategy and management of company-wide finance and accounting operations, systems, analysis, records, cash management and compliance. They bring a strong financial acumen, are a strategic thinker, and have the ability to collaborate and communicate across all functions and levels within the organization. They are part of a cohesive leadership team that supports the Missions, Vision, and Community Values.
ACCOUNTABILITIES
- Financial Planning, Analysis + Reporting: Develops and implements financial plans,
budgets, statements, reports, and forecasts. Responsible for establishing, monitoring, and
reporting on key financial metrics, including identifying trends and making timely
recommendations. Partners with other functions to ensure financial tools, reports and
analysis are useful and actionable. Demonstrates enthusiasm for open book finance
ensuring all levels within the organization understand the businesses financial position. - Accounting: Oversees all aspects of accounting, including but not limited to, accounts
payable, accounts receivable, journal entries, reconciliations, financial statements, and
maintaining the general ledger. Responsible for overseeing the accurate and timely
recording of financial transactions, in accordance with company policies and procedures.
Maintains strong vendor relationships through accurate and timely processing of
payments; resolves any payment issues quickly and graciously. - Banking: Responsible for cash flow management, loan management, bank reconciliations,
and overseeing credit card accounts; manages relationship with credit card processing
services and banks. - Tax + Compliance: Responsible for compliance with relevant financial regulations, city,
state and federal tax laws, and reporting and licensure requirements. Prepares annual taxes
in collaboration with external CPA firm. - Financial Systems: Responsible for developing, documenting, and implementing policies,
procedures, and technology systems to improve efficiency, enhance analytical tools and
minimize financial risks and ensures appropriate checks and balances and ensures
appropriate checks and balances. - Payroll + Benefits: In collaboration with the Director of People + Culture, provides oversight
and management of payroll system and processes, group health benefit strategy and
financial planning, and 401(k) and Worker’s Compensation administration, compliance, and
audit procedures. - Property Leases: Responsible for maintaining, tracking, and processing lease schedules
and payments. - Insurance: Facilitates renewals, provides guidance, and maintains insurance policies and
coverage including business owner’s policies (BOP), auto and general liability, cyber
insurance, employment practices liability insurance (EPLI) and similar. - Vendor Management: Maintains productive and effective relationships with vendors; holds
them accountable for meeting service level agreements. - People Management: Leads and develops a high-performing Finance + Accounting team
(4-5). Responsible for setting clear performance expectations, providing regular feedback,
holding staff accountable and conducting bi-annual performance evaluations. Provides
guidance, mentorship, and professional development opportunities.
DIRECTOR RESPONSIBILITIES
Service, People + Culture
- Uses the company Service Mission to guide every interaction, building long-lasting, trusting
relationships. Makes efforts to ensure co-workers from all different backgrounds and identities
feel safe, supported, and welcome in the workplace. - Responsible for being a service leader, providing exemplary internal service and setting a
positive tone for the team. Demonstrates the businesses Community Values: Lead with Love,
Pursue with Passion, and Act with Integrity. - Delivers great service, supporting co-workers in completing their responsibilities and
encouraging positive work relationships. - Designs, promotes, and ensures documentation of internal processes that deliver great
service to our vendors, guests and/or staff. - Collaborates across businesses and functions to build strategic relationships and achieve
common goals. - Anticipates and meets the needs of staff, vendors, and guests. Ensures systems and tools
evolve with needs.
QUALIFICATIONS
- Bachelor’s degree or equivalent experience
- 10 years progressive accounting and finance experience, preferably in grocery, food production,
retail, hospitality or similar. - 3+ years’ experience managing and developing a team.
- Extensive knowledge of GAAP, FASB, general ledger accounting, cost accounting, financial
systems, and internal control methodologies. Thorough knowledge of city, state and federal
tax and financial compliance laws. - Demonstrated experience in developing systems for planning, budgeting, forecasting, and
reporting on financial information and data. Demonstrated ability to analyze data, identify
trends/issues and make timely recommendations. - Demonstrated ability to represent a data-driven perspective that protects the overall
financial health of our businesses AND balance that view with the greater context of the companies
operations, values, mission and vision. This type of approach requires discourse, empathy,
compromise and a holistic, long-term view. - Strategic, entrepreneurial, process-driven, systems builder that leverages technology and a
continuous improvement mindset to enhance operations. - Experience with new business development including creating pro formas, preparing financial
analysis of new business or real estate opportunities, and/or lease negotiations preferred.
LOCATION
This role is based in San Francisco, CA
COMPENSATION
Salary Range $150,000 - $180,000 experience dependent
As part of the leadership team, the Director of Finance + Accounting plays a vital role in directing and overseeing the financial operations for the organization. They are a member of the Executive Team, and they shepherd the company’s financial health and success. They are responsible for the overall strategy and management of company-wide finance and accounting operations, systems, analysis, records, cash management and compliance. They bring a strong financial acumen, are a strategic thinker, and have the ability to collaborate and communicate across all functions and levels within the organization. They are part of a cohesive leadership team that supports the Missions, Vision, and Community Values.
ACCOUNTABILITIES
- Financial Planning, Analysis + Reporting: Develops and implements financial plans,
budgets, statements, reports, and forecasts. Responsible for establishing, monitoring, and
reporting on key financial metrics, including identifying trends and making timely
recommendations. Partners with other functions to ensure financial tools, reports and
analysis are useful and actionable. Demonstrates enthusiasm for open book finance
ensuring all levels within the organization understand the businesses financial position. - Accounting: Oversees all aspects of accounting, including but not limited to, accounts
payable, accounts receivable, journal entries, reconciliations, financial statements, and
maintaining the general ledger. Responsible for overseeing the accurate and timely
recording of financial transactions, in accordance with company policies and procedures.
Maintains strong vendor relationships through accurate and timely processing of
payments; resolves any payment issues quickly and graciously. - Banking: Responsible for cash flow management, loan management, bank reconciliations,
and overseeing credit card accounts; manages relationship with credit card processing
services and banks. - Tax + Compliance: Responsible for compliance with relevant financial regulations, city,
state and federal tax laws, and reporting and licensure requirements. Prepares annual taxes
in collaboration with external CPA firm. - Financial Systems: Responsible for developing, documenting, and implementing policies,
procedures, and technology systems to improve efficiency, enhance analytical tools and
minimize financial risks and ensures appropriate checks and balances and ensures
appropriate checks and balances. - Payroll + Benefits: In collaboration with the Director of People + Culture, provides oversight
and management of payroll system and processes, group health benefit strategy and
financial planning, and 401(k) and Worker’s Compensation administration, compliance, and
audit procedures. - Property Leases: Responsible for maintaining, tracking, and processing lease schedules
and payments. - Insurance: Facilitates renewals, provides guidance, and maintains insurance policies and
coverage including business owner’s policies (BOP), auto and general liability, cyber
insurance, employment practices liability insurance (EPLI) and similar. - Vendor Management: Maintains productive and effective relationships with vendors; holds
them accountable for meeting service level agreements. - People Management: Leads and develops a high-performing Finance + Accounting team
(4-5). Responsible for setting clear performance expectations, providing regular feedback,
holding staff accountable and conducting bi-annual performance evaluations. Provides
guidance, mentorship, and professional development opportunities.
DIRECTOR RESPONSIBILITIES
Service, People + Culture
- Uses the company Service Mission to guide every interaction, building long-lasting, trusting
relationships. Makes efforts to ensure co-workers from all different backgrounds and identities
feel safe, supported, and welcome in the workplace. - Responsible for being a service leader, providing exemplary internal service and setting a
positive tone for the team. Demonstrates the businesses Community Values: Lead with Love,
Pursue with Passion, and Act with Integrity. - Delivers great service, supporting co-workers in completing their responsibilities and
encouraging positive work relationships. - Designs, promotes, and ensures documentation of internal processes that deliver great
service to our vendors, guests and/or staff. - Collaborates across businesses and functions to build strategic relationships and achieve
common goals. - Anticipates and meets the needs of staff, vendors, and guests. Ensures systems and tools
evolve with needs.
QUALIFICATIONS
- Bachelor’s degree or equivalent experience
- 10 years progressive accounting and finance experience, preferably in grocery, food production,
retail, hospitality or similar. - 3+ years’ experience managing and developing a team.
- Extensive knowledge of GAAP, FASB, general ledger accounting, cost accounting, financial
systems, and internal control methodologies. Thorough knowledge of city, state and federal
tax and financial compliance laws. - Demonstrated experience in developing systems for planning, budgeting, forecasting, and
reporting on financial information and data. Demonstrated ability to analyze data, identify
trends/issues and make timely recommendations. - Demonstrated ability to represent a data-driven perspective that protects the overall
financial health of our businesses AND balance that view with the greater context of the companies
operations, values, mission and vision. This type of approach requires discourse, empathy,
compromise and a holistic, long-term view. - Strategic, entrepreneurial, process-driven, systems builder that leverages technology and a
continuous improvement mindset to enhance operations. - Experience with new business development including creating pro formas, preparing financial
analysis of new business or real estate opportunities, and/or lease negotiations preferred.
LOCATION
This role is based in San Francisco, CA
COMPENSATION
Salary Range $150,000 - $180,000 experience dependent
