Part-Time Controller in Calistoga, CA - Robertson and Robertson Financial SE

Robertson and Robertson Financial SE is seeking an experienced Controller for a part-time role based in Calistoga, California . Join a small, innovative financial services firm where your expertise will directly impact financial operations and strategic decision-making in a collaborative, fast-paced environment. Key Responsibilities Oversee financial reporting ensuring accuracy and compliance with regulatory standards. Manage budgeting and forecasting to support strategic planning and financial stability. Conduct regular tax assessments and ensure tax compliance. Lead preparation of financial statements and management reports. Implement and enhance financial controls and policies to improve operational efficiency. Collaborate across departments to provide financial insights and support decision-making. Assist with financial audits by supplying necessary documentation and reports. Required and Preferred Qualifications Bachelor's Degree in Accounting or Finance. Minimum 5 years of experience in accounting or financial management. Strong skills in budgeting, reporting, and financial analysis. Proficiency with accounting software and financial tools. Knowledge of regulatory compliance and taxation. CPA or CMA certification preferred. Exceptional leadership, communication, and problem-solving skills. As a key member of our finance team, you will work closely with the CFO and stakeholders to drive financial performance and foster cross-functional collaboration to ensure transparency and alignment in financial matters. We offer excellent growth opportunities and a culture that values teamwork and innovation.