Lead Through People. Drive Financial Excellence. Help Shape the Future of Packard Culligan.
Position Summary
The Director of Finance is the functional leader of the accounting and finance team, responsible for the day-to-day oversight of multi-state, multi-site operations in all locations and the Dealership Support Center (DSC). The position reports to the Chief Operating Officer and is a member of the executive leadership team, providing accurate reporting and clear financial strategy leading to data-driven decision making. The Director of Finance directs a high-performing team, ensuring accuracy and timeliness of financial operations; this position owns the company-wide budgeting and forecasting process, accounts payable and receivable, and all financial functions within the organization. The Director of Finance must demonstrate the Packard Culligan Water values of Accountability, Open-Mindedness and Caring About Relationships.
Duties and Responsibilities:
Finance and Accounting Operations Leadership (30%)
- Provide leadership and accountability for all day-to-day accounting and finance operations, ensuring work is completed accurately and on time by members of the team.
- Oversee month-end and year-end close, general ledger and reconciliations, accounts payable and accounts receivable, cash flow and banking, and commissions processing, ensuring timely and accurate reporting and processing.
- Establish clear processes, controls, and accountability supporting independent and consistent execution of tasks and responsibilities of the finance and accounting team.
- Grow and develop members of the finance and accounting team through career goals, support, and succession planning.
- Serve as the escalation point for complex or high-risk finance and accounting matters.
Data Strategy and Insight (20%)
- Contribute to the company's financial data strategy, ensuring a single source of truth for financial information.
- Prioritize and interpret data requests, ensuring the team delivers meaningful analysis, forecasts, and modeling to guide business decisions.
- Champion automation and process improvement to reduce manual work and improve efficiency and accuracy.
Budgeting, Forecasting, and Financial Planning (20%)
- Own and lead the annual budgeting process for all franchises and the Dealership Support Center budget.
- Direct the finance and accounting team's ongoing forecasting, modeling, and variance analysis to support operational and executive decisions.
- Deliver timely, meaningful insights on trends, leading indicators, and financial performance to the leadership team.
Compliance, Audit, and Controls (15%)
- Ensure compliance with all relevant regulatory and financial reporting requirements.
- Ensure the external audit process is well managed by members of the finance and accounting team, providing oversight, direction and support.
- Ensure finance and accounting team compliance on sales and use tax in all operating states.
- Uphold and enforce internal controls and data integrity across all finance and accounting functions.
Financial Enterprise Resource Planning (ERP) (10%)
- Ensure accuracy with financial data reporting, supporting ERP in the general ledger through financial systems and controls, providing oversight to the finance and accounting teams.
- Partner with the Director of Technology and members of the leadership team to support ERP processes for financial configuration and data integrity.
Other Duties, As Assigned (5%)
- Perform other related duties as assigned or requested
Technology Skills:
- Strong skills needed in Microsoft Office, including Excel, Word, and Outlook. Must be proficient in using computer programs, software, and systems.
Qualifications:
- Minimum 5 years’ experience in finance and accounting
- Minimum 5 years’ progressive management of finance and/or accounting teams
- Proven experience running finance and accounting operations, including close, GL, AP/AR, and cash management, at an oversight level.
- Strong budgeting, forecasting, and financial modeling skills.
- Experience with external audit and multi-state sales and use tax.
- Working knowledge of ERP systems on financials and general ledgers.
- Strong leadership presence and the ability to communicate and work with a cross-functional executive leadership team
- Excellent communication skills and the ability to advise executive leadership.
- Ability to handle confidential information with discretion.
- Problem-solving, ethical conduct, and time management skills required
Requirements:
- Must successfully pass a background check, drug test, and Motor Vehicle Check.
- CPA preferred, not required
- This position is based in Minnetonka, MN and is not a remote position.
Why Join Packard Culligan Water?
- Enjoy $0 deductible medical insurance with affordable premiums! Dental, vision, life insurance and more included in our comprehensive benefits package.
- Competitive base pay, commission, and incentives.
- 401k with employer match.
Skills Required
- Minimum 5 years experience in finance and accounting
- Minimum 5 years progressive management of finance and/or accounting teams
- Proven experience running finance and accounting operations, including close, GL, AP/AR, and cash management
- Strong budgeting, forecasting, and financial modeling skills
- Experience with external audit and multi-state sales and use tax
- Working knowledge of ERP systems on financials and general ledgers
- Strong leadership presence and ability to communicate with executive leadership
- Excellent communication skills and ability to advise executive leadership
- Ability to handle confidential information with discretion
- Problem-solving, ethical conduct, and time management skills
- CPA
- Must successfully pass a background check, drug test, and Motor Vehicle Check
- Position based in Minnetonka, MN and is not remote
What We Do
Packard Culligan Water is a family-owned company with values based on relationships, unity, listening, and leading locally. Our vision is a timeless responsibility to elevate people's lives through water. The people we serve and the people we work with are our neighbors, and we continually earn their trust by providing better water where they live work, and play. We are a group of 34 Culligan Water dealerships in 10 different states and nearly 600 employees. Founded in 1946, our dealership and headquarters is located in Minnetonka, Minnesota. We serve a large geographic portion of Minneapolis and the surrounding suburbs. We have dealership locations that serve residents and businesses in Arizona, Idaho, Illinois, Iowa, Minnesota, Missouri, Montana, New York, Pennsylvania, and Wisconsin. Our dealerships are locally run by employees who are a part of the communities that they serve. We offer the best drinking water and the largest variety of water treatment products and services available for your home or business including water softeners, water filtration systems, reverse osmosis drinking water systems, delivered bottled water, softener salt delivery, equipment installation, and repair service. Culligan products are built to last and are backed by a 100% satisfaction guarantee as well as the best trained and experienced service technicians in the industry. We strive to deliver the gold standard in our industry and set the tone for professionalism and development. If you are looking for an opportunity to grow your career, you could be one of our people here at Culligan Water.
