Annuity Services Director jobs in San Jose, CA

Zūm has reimagined student transportation, the nation's largest mass transit system. Our integrated end-to-end cloud-based platform provides a modern service for school districts purpose-built around the needs of kids and the expectations of their families. Zūm provides one seamless, real-time interface for parents, drivers, schools, districts, administrators, and operators, to transport children safely and with increased visibility and personalized care. Our multi-sized vehicle approach includes an electric vehicle-first commitment, reduces student commute times by up to 20%, and coupled with our marketplace, delivers added fleet efficiency and optimization. We have been driving the industry forward since 2015, and with more than 8 million miles completed to date, we are leading a new era of safe, reliable, efficient, and sustainable transportation.

Reporting to the VP, Corporate Controller, the Director, Accounting is responsible for ensuring the integrity of accounting and reporting by providing process knowledge, technical expertise, business collaboration, and reporting leadership, with a strong desire to improve processes and controls. The candidate must be a leader, have experience in managing teams, be detail oriented, have strong organization and communication skills, and be hands-on. The position requires management capabilities to communicate with and educate finance and non-finance personnel on financial policies, reporting requirements and business trends and opportunities.

• Manage the monthly and quarterly close process, including financial statement reviews of our locations, to ensure integrity of the consolidated financial statements
• Manage all day-to-day general accounting matters, joint venture accounting, accounts payable and the general ledger, including journal entries, reconciliations, month-end close, analyses and schedules
• Maintain the NetSuite ERP system and financial accounting policies for areas impacting financial reporting 
• Lead the implementation of new initiatives including ensuring the accounting, processes, and controls are accurate, effective and efficient
• Provide accounting advice to senior management on a range of issues, both technical and operational 
• Support the VP, Corporate Controller with the preparation of periodic board and management presentations
• Primary interface with external auditors in the planning and execution of annual audits including PBC deliverables, ongoing coordination of audit activities, and financial statement preparation and reviews
• Proactively monitor current FASB and SEC activities and evaluate the impact of adopting new accounting standards
• Develop and maintain working relationships across all internal organizations
• Develop, document and maintain a strong internal control environment; provide leadership in establishing a SOX-compliant control structure 
• Lead and participate in special projects as necessary

• At least 10 years of hands-on working experience showing consistent progression
• A mix of venture-backed and medium to large publicly listed cleantech, software or SaaS companies, and Big 4 experience is highly desired
• Strong knowledge of US GAAP and SEC rules, especially around lease accounting, joint ventures, and equity-related matters including stock-based compensation
• Strong NetSuite ERP system knowledge
• Ability to independently research a wide range of accounting topics and write well-reasoned memoranda
• Ability to lead complex projects which require influence and implementation across business groups and functions
• Attention to detail, organized and thorough with desire for continuous improvement
• Ability to effectively manage critical deadlines
• “Self-starter" with a can-do attitude and a serious desire to have a positive impact on our company
• Strong day-to-day project management skills
• Strong verbal and written communication skills
• Ability to work effectively as part of a team, yet function well with independent responsibilities
• BA/BS degree in Accounting
• CPA certification is desired but not necessary

The targeted base salary range for this role is listed in the compensation section below. Actual salary may be above or below this range based on factors such as location, skills, and relevant experience. In addition, this position may include additional compensation in the form of bonus, equity, or commissions. If you are a full-time salaried or hourly worker, we offer the following benefits: Medical, Dental, Vision, 401(k), Holidays, Wellness, Vacation, and more. The targeted pay range for this role in US CA is: $180-220k

Zum Services, Inc. and all its subsidiaries provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.