Job Title: Finance Manager

Location: Costa Mesa, California

Overview:

Daisy is a national smart space installation and services company that simplifies smart home and office technology to make it work optimally, solving one of the biggest in-home problems today and bringing more joy into the lives of our clients. We are seeking a Finance Manager who will oversee the financial health of our growing Daisy Orange County branches and will consistently work to maximize the value of the business. On a day-to-day basis, the Finance Manager will manage the business’ books and finances, all required financial reporting, and develop plans for the long-term financial goals of our business. The ideal candidate will be a strong communicator and team player who will consistently perform all accounting and finance related tasks in a timely manner, and advise senior managers on increasing efficiencies, supporting expansion plans and building profit-maximizing strategies.

Duties & Responsibilities:

Reporting to branch leadership; conduct financial planning: preparing financial statements, business activity reports, and forecasts

Collaborate with leadership or employees on financial reporting, budgeting and forecasting

Help management make financial decisions: collaborating with other team members to achieve monetary goals, providing feedback on department’s financial performance as applicable

Manage project billing and following up with key accounts on AR needs

Conduct regular P&L, Balance Sheet, WIP, and Cash Flow reporting to both internal branch and broader Daisy leadership

Analyze market trends: Maximizing profits and finding expansion opportunities

Facilitate expansion, compliance, and scaling of the business

Review financial reports: seeking ways to reduce costs

Maintain accounting systems; driving the continuous improvement of end-to-end accounting practices

Undertake business income tax calculation and filing; reconcile tax balances with tax officers

Managing an end-to-end audit process of current systems

Continually identifying risks to delivery; effectively manage stakeholder expectations

Participate in the execution of changes to procedures, policies, and systems when applicable

Serve as the main point of contact for the HR platform; including running payroll, and expense reimbursement and other administrative/people support

Support on other duties as requested by branch leadership

Additional Requirements:

Minimum of a Bachelor's Degree or equivalent, in finance, accounting or related field

3-5 years of experience relevant experience in finance

Experience in a home services, project-based business a plus

Competency with NetSuite and Quickbooks Desktop is preferable

Highly organizational, detailed oriented with strong analytical skills

Strong knowledge of accounting and specifically small business accounting

Problem-solving skills and a creative, investigative nature to probe data for key insights

Keen commercial and business acumen

Interest in growth, efficiency, and profitability

Negotiation skills and the ability to develop strong working relationships

Clear communication and reporting skills - both written and verbal

Ability to manage multiple tasks and initiatives at once while adhering to deadlines

Eagerness and ability to learn new programs and systems quickly

Experience collaborating with HR and/or managing payroll administration a plus

Ability to maintain sensitivity around confidential business and employee information

Highly accountable and team-oriented; always seeking to provide a positive impact on Daisy’s supportive and collaborative, yet high performance culture

Compensation and Benefits:

$105-115K based on experience and expertise + performance bonus

Health insurance

PTO

401K

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchise. All inquiries about employment at this franchise should be made directly to the franchise location, and not to Daisy Corporate.