Chuck Latham Associates

Controller Department: Finance & Accounting Employment Type: Full Time Location: Home Office Compensation: $140,000 - $165,000 / year Description The Controller is a senior finance leader responsible for stabilizing, leading, and evolving the accounting and financial operations of Chuck Latham Associates and related entities. This role requires a hands‑on, execution‑focused leader who is comfortable operating in a dynamic and evolving environment while laying the foundation for stronger processes, controls, and strategic financial insight. In the absence of a CFO, the Controller serves as the organization’s top internal finance leader and a key member of the Senior Leadership Team. The role will initially require a high degree of transactional involvement, with a clear mandate to transition the finance function toward greater efficiency, automation, scalability, and strategic partnership over time. Key Responsibilities Financial Leadership & Governance - Serve as the senior finance leader for the organization and an active member of the Senior Leadership Team, contributing to company‑wide planning, decision‑making, KPI development, and financial strategy. - Provide financial insight, analysis, and recommendations to executive leadership to support business planning, growth initiatives, and operational decision‑making. - Establish, maintain, and enhance accounting policies, procedures, and internal controls in accordance with GAAP and regulatory requirements. - Oversee the overall integrity of the general ledger, financial statements, and financial reporting across all entities. Accounting Operations & Transactional Execution - Lead and oversee all core accounting functions including general ledger, accounts payable, accounts receivable, payroll coordination, cash management, and month‑end and year‑end close. - Step into transactional work as needed, including journal entries, reconciliations, invoice processing, cash receipts, and system clean‑up, particularly during periods of transition or staffing changes. - Ensure accurate and timely financial close processes, working closely with Operations on inventory, reconciliations, and operational impacts to the general ledger. Cash Management, Lending & Compliance - Own short‑ and long‑term cash flow forecasting and monitoring. - Prepare borrowing base certificates, compliance certificates, and required reporting for banks, lenders, and third‑party partners. - Manage lender relationships, audits, and due diligence processes, including underwriting and ongoing covenant compliance. - Coordinate annual CPA reviews and work with external tax advisors on annual tax filings. Process Improvement, Systems & Automation - Lead the stabilization, improvement, and modernization of finance processes, with a focus on automation, scalability, and efficiency. - Act as administrator and primary owner for the ERP system, credit card programs, and related financial systems and integrations. - Identify and implement process improvements that reduce manual effort, improve accuracy, and support future growth. People Leadership & Cross‑Functional Partnership - Lead, develop, and support the accounting team through clear expectations, coaching, performance management, and workload prioritization. - Partner closely with Operations, HR, and Sales leadership on forecasting, commissions, inventory, insurance renewals, and benefit‑related financial matters. - Serve as a fiduciary member of the 401(k) committee and collaborate with external partners as needed. Planning, Forecasting & Reporting - Prepare monthly financial statements, forecasts, and management reports for leadership review. - Support business unit leaders with financial analysis, commission reporting, and performance insights. - Participate in the development and execution of short‑ and long‑range financial and operational plans. Skills, Knowledge and Expertise Required: - Bachelor’s degree in Accounting or Finance - 7+ years of progressive accounting and finance experience, including leadership responsibility - Proven ability to operate hands‑on while also thinking strategically - Experience working in evolving or fast‑changing environments - Strong knowledge of GAAP, internal controls, and financial reporting - High level of ownership, adaptability, and accountability - Excellent communication skills and ability to partner cross‑functionally Preferred: - Experience in multi‑entity or complex organizations - ERP system ownership (Sage or similar systems strongly preferred) - Experience leading process transformation and finance automation - Familiarity with Concur, AP/PO systems, and expense platforms This role is ideal for a Controller who is comfortable stepping into a transitional environment, rolling up their sleeves, and helping build what comes next. While the position requires hands‑on execution initially, it carries a clear expectation and opportunity to shape a more strategic, scalable finance function over time. Benefits Pay range and compensation package This position is eligible for company benefits including but not limited to medical, dental and vision coverage, life and short-term and long-term disability coverage, paid time off, 401K participation and company match, and more. The pay range for the position is $140,000-$165,000 based on experience. Equal Opportunity Statement We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, age, disability, veteran status, or any other status protected by law.

Director of Sales & Channel Strategy Department: Sales Employment Type: Full Time Location: Remote Compensation: $130,000 - $160,000 / year Description The Director of Sales & Channel Strategy is a relationship‑driven commercial leader responsible for owning all headquarters-level retail partnerships across brick-and-mortar and shepherding the business across ecommerce, emerging channels, and long-term strategic growth. You will be the face of the organization to our retail partners building and maintaining relationships at every level (merchant, senior leadership, operations, supply chain, finance). You will also lead, manage, and hold accountable our broker network, ensuring execution excellence, KPI performance, and deep alignment between our goals and field activation. This position plays a critical role in new product development, partnering with Marketing and Operations to support idea generation, ensure commercial viability, and create best-in-class ready-to-sell materials for retail sell-in and launch execution. We are seeking a sales leader who is collaborative, data-driven, strategic, and relentless in “getting to yes.” Over time, this role will assume full ownership of ecommerce strategy and evaluate new channel opportunities to fuel accelerated growth. This role is remote, with a preference for candidates based in the central United States and within reasonable proximity to a major airport due to regular travel requirements. Key Responsibilities Retail HQ Ownership (Brick & Mortar) - Serve as the primary leader for all retail headquarter interactions across pet specialty, mass, and independent channels. - Build and nurture relationships at all levels of retail organizations: merchants, directors, VPs, marketing, operations, replenishment, finance, and supply chain. - Lead line reviews, joint business planning (JBP), strategic account planning, and quarterly business reviews. - Grow distribution, secure new listings, expand assortment, and drive in-store and digital activation programs. Broker Leadership & Accountability - Establish clear KPIs tied to execution, distribution, sales velocity, promo performance, and field reporting. - Hold brokers accountable for results, while equipping them with the tools, data, and direction needed for success. - Conduct recurring meetings, market visits, and business reviews to ensure consistent performance. Sales Leadership & Revenue Growth - Deliver annual and quarterly revenue goals across retail and ecommerce channels. - Own channel-specific strategies, price ladders, MAP compliance, trade optimization, and promo planning. - Lead customer-level P&Ls, forecasting, planning, and commercial decision-making. - Identify and close growth opportunities across assortment, placement, and activation. New Product Development Support - Partner with Operations and Marketing to generate new product ideas informed by retail insights and market trends. - Build sell-in ready, commercially compelling materials: - sell decks - pricing strategies - category insights - competitive context - promotional & launch plans - Ensure new items are retail-ready from a packaging, claims, and operational standpoint. - Align internal and external stakeholders to drive successful retail launches. Channel Strategy & Future Ecommerce Ownership - Define long-term, segmented channel strategies for brick and mortar, ecommerce, and emerging channels. - Over time, assume full ownership of ecommerce (Amazon, Chewy, retailer.com, DTC). - Evaluate and recommend channel expansion opportunities based on margin, operational feasibility, and brand strategy. - Ensure healthy guardrails: margin structure, freight considerations, supply chain readiness, and brand consistency. Marketing Partnership & Customer Growth - Collaborate with Marketing on integrated go-to-market, performance campaigns, retail media, and in-store activation. - Ensure campaigns align with retailer objectives, category trends, and shopper behavior. - Inform creative development—claims, packaging, hero images, A+ content, merchandising strategies. Planning, Reporting & Operational Excellence - Support S&OP inputs including demand forecasting, promo lifts, new item ramps, and supply alignment. - Manage pricing, deductions, and trade accruals in partnership with Finance. - Build dashboards and reporting cadences across sell-in, sell-through, OTIF, inventory health, and retail media performance. - Use data tools to drive decisions. Leadership & Culture - Mentor a high-performance team on the broker team of account managers and key account leads. - Foster cross-functional alignment across Marketing, Finance, Supply Chain, and Leadership. - Model a “getting to yes,” solution-oriented, collaborative approach across the organization and with partners. Skills, Knowledge and Expertise - 8–12+ years in CPG sales, key account management, or channel strategy (pet preferred; adjacent CPG accepted). - Deep experience owning brick-and-mortar retail HQ relationships. - Demonstrated success managing a broker network and driving KPI accountability. - Strong sales foundation: commercial planning, forecasting, pricing, P&L ownership. - Familiarity with ecommerce (Amazon, Chewy, retail.com); ability to scale into full ownership. - Proven operator with strong relationship-building, negotiation, and communication skills. - Entrepreneurial mindset suited for a high-growth, scrappy environment. - Ability to travel 50%. Benefits Pay range and compensation package This position is eligible for company benefits including but not limited to medical, dental and vision coverage, life and short-term and long-term disability coverage, paid time off, 401K participation and company match, and more. The pay range for the position is $130,000-$160,000 based on experience. Equal Opportunity Statement We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, age, disability, veteran status, or any other status protected by law.

District Manager - Remote in Florida, Georgia, North Carolina or South Carolina Department: Service Operations Employment Type: Full Time Location: Orlando, FL Description This position is for a District Manager in our southeast territory. This position is remote, and the candidate must live in Florida, Georgia, North Carolina or South Carolina. The District Manager is responsible for the hiring, staffing, scheduling, and performance management of all remote field personnel within a district area to achieve and maintain all client expectations and standards. This position oversees a large team of remote based, part-time employees that represent top brands by completing client assigned continuity merchandising services, surge projects, and brand awareness activities in major retailers that sell pet products and consumer goods. Key Responsibilities - Responsible for training and development of remote part-time field staff to execute continuity work, surge work, retail projects and weekend events in retailer settings - Direct supervisory responsibilities with as many as 100 remote field employees - Manage appropriate scheduling and staffing of all retail accounts to ensure timely completion of client expectations and KPIs. - Execute Client goals and objectives by effectively managing and directing field personnel, conducting store audits, and staffing all retail projects with the goal of executing on time with excellent control of expenses - Ensure complete, accurate, and timely reports, recaps, timesheets, and expense reports are submitted daily - Approve field team payroll hours, travel/mileage routing, and other expenses associated with assigned store visits daily - Perform employee counseling, performance reviews and terminations as needed - Collaborate with HR Recruiting Team to recruit and hire for open field positions - Ensure CLA University training modules are completed in a timely manner - Complete store visits in unstaffed stores when needed, perform in person training where possible, and attend mandatory company and client meetings when scheduled - This position directly supervises other employees and has responsibility for hiring, training, developing, promoting, and terminating direct reports. Skills, Knowledge and Expertise Prior supervisory experience managing large, remote teams strongly preferred High School Diploma with college education and/or degree preferred. 4-6 years’ related experience and at least 2 years direct supervisory experience required Advanced Microsoft Excel and Google Workspace skills desired Proven ability to work independently and supervise direct reports with confidence Planning/organizing—the individual is a highly motivated self-starter who demonstrates effective time management skills and ability to juggle multiple priorities seamlessly with heavy workload at times Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent changes, delays or unexpected events Oral communication—the individual speaks clearly and persuasively in positive or negative situations, demonstrates strong group presentation skills and ability to conduct virtual meetings Written Communication—the individual edits work for spelling and grammar, presents numerical data effectively, and is able to read and interpret written information. Excellent proofreading skills a must. Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality Dependability—the individual is consistently at work and on time, follows instructions, responds to management direction, and solicits feedback to improve performance Safety and security—the individual actively promotes and observes safety and security protocols, and follows company policies and procedures Ability in finding creative and innovative solutions to solve issues and day-to-day challenges Superior interpersonal, analytical, negotiating, influencing, facilitation, organizational, decision-making and conflict resolution skills Experience within the pet, consumer goods, or sales and marketing industries helpful Fluency working with web based technology platforms (basic smart device skills) and working knowledge of SaaS interfaces helpful Ability to travel in the field as needed with occasional overnight travel. Must have a clean driving record and minimum state mandated insurance coverage & liability limits. Benefits Pay range and compensation package This position is eligible for company benefits including but not limited to medical, dental and vision coverage, life and short-term and long-term disability coverage, paid time off, 401K participation and company match, and more. Equal Opportunity Statement CLA is an Equal Opportunity Employer committed to a diverse and inclusive work environment.