As the Controller at Lumi, you will help direct financial activities for the organization. This role requires the ability to work well on a team and coordinate with Operations and Sales to fully understand the impact of financial decisions.
Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
Perform AR/AP including entering all invoices receive and maintain a working knowledge of operations and sales to understand status of bills and invoices.
Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.
Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources.
Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.
Advise management on short-term and long-term financial objectives, policies, and actions.
Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.
Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.
Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.
Qualifications:
Bachelors in Finance or relevant Business Degree preferred (CPA is a plus)
2-5+ years relevant work experience
Some experience with Xero, bill.com or like accounting software
Strong verbal and written communication skills
What we look for:
Creating a great environment for everyone on the team is something we care deeply about. There are a few qualities we look for in anyone joining Lumi. Here are some of the questions we'll be asking ourselves when reviewing your application:
Curiosity: Your role will evolve as time goes on. Do you have an eagerness to learn new skills, adapt to new situations and get out of your comfort zone?
Communication: Whether it is in written or spoken form, are you able to communicate clearly and concisely with others?
Work Ethic: Do you have a can-do attitude? In the ever-moving world of logistics, will you do your best to not keep others waiting? Can we rely on you to bring the necessary rigor and enthusiasm to your work?
Good Taste: Are you attentive to details? Do you care about creating an elegant, pleasant experience for customers and those around you?
Empathy: Do you collaborate well with others? How do you deal with stressful situations involving other people?