Holdings Controller

Job Description

Job Title: Holdings Controller

Department: Finance

Reports To: CFO

Exemption Status (FLSA): Exempt

Job Summary: The Corporate Controller is responsible for maintaining the accuracy, integrity, and effectiveness of the Company’s accounting records, financial reporting processes, and internal controls. This role leads key aspects of the month-end close process, including journal entries, account reconciliations, financial statement preparation, and analysis of operating results. The Controller also serves as a business partner to leadership by providing timely financial insight, explaining performance trends, and supporting informed operational and strategic decision-making.

Essential Functions:

Financial Reporting and Close

• Prepare monthly and quarterly financial statements for subsidiaries of True North Holdings.
• Serve as system owner for accounting and financial reporting systems, driving improvements in efficiency, accuracy, and controls.
• Ensure assigned general ledger accounts are accurate through timely reconciliations, review, and analysis.
• Monitor and analyze operating results against budget, identifying trends, variances, and key performance drivers.

Compliance, Tax, and Audit

• Prepare financial bank reporting packages, including the calculation and reporting of financial covenants.
• Manage the annual review process with the independent audit firm to ensure accurate and timely financial information is provided.
• Compile and coordinate information requested by outside tax advisors for the preparation of income tax returns.
• Manage the process and staff are responsible for filing monthly, quarterly, and annual fuel and sales tax returns.

Analysis & Business Partnership

• Support the budgeting and forecasting process by partnering with business leaders to develop financial projections, analyze variances, and provide insights that inform planning and decision-making.
• Provide insightful financial analysis, including financial statement variance analysis, trend analysis, and support for current and prospective operational decisions.
• Organize and facilitate governmental audits, including coordination of requested documentation and responses.
• Maintain and enforce departmental policies, procedures, and internal controls.

Leadership and Controls

• Oversee finance staff members and support their development through coaching, instruction, resource guidance, work review, and regular performance-related feedback.
• Perform other duties as assigned.

Requirements

• Strong understanding of finance, accounting, budgeting, cost control, and GAAP.
• Proven ability to manage, coach, and develop staff while fostering accountability and continuous improvement.
• Strong planning, organizational, analytical, and problem-solving skills.
• Advanced Microsoft Excel skills.

Education and Experience:

• Bachelor’s degree in accounting, Finance, or related field
• CPA preferred
• 5 years of progressive responsibilities in private or public accounting
• Previous experience in retail, wholesale, fuel, or multi-location business environments

Physical Requirements:

Must be able to remain in a stationary position for extended periods while working at a computer. The position requires frequent use of hands and fingers for typing and operating office equipment, as well as the ability to communicate effectively in person, by telephone, and through electronic communication. The employee must be able to view and read information on computer screens and printed materials. Occasional standing, walking, bending, reaching, and occasionally lifting or carrying items weighing up to 25 pounds may be required.

Work Environment:

This position is performed primarily in a professional office environment. The employee routinely works in a climate-controlled setting and uses standard office equipment, including computers, telephones, printers, and other business technology. The work environment is generally quiet to moderate in noise level. Regular interaction with employees, customers, vendors, and visitors may be required.

Required Travel:

• N/A