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Corporate Controller
CA - San Diego
Corporate Controller
Responsible for direct supervision of all accounting and financial functions. Primary responsibilities include supervision of the monthly close process, monthly, quarterly and annual billings to clients for services provided, billing reimbursements from clients, collection of accounts receivable, supervising accounts payable, payroll, monthly reporting, assist in the preparation of quarterly tax projections and annual tax return preparation and all treasury administration. The Corporate Controller will also be part of a team that creates and implements policies and procedures to identify, resolve and document accounting issues in addition to creating procedures to make the close and reporting processes more efficient and accurate.
Essential Functions:
- Preparation of work papers supporting the annual tax return
- Coordinate the preparation of annual tax return with outside CPA firm
- Review and recordation of journal entries required to reflect the monthly activity
- Preparation of work papers supporting the monthly close process and month end balances
- Review monthly accounting close process including analytical review of the monthly operating results to ensure accurate accounting records are maintained
- Preparation of monthly financial statements and related footnotes
- Preparation of the year to date cash flow
- Supervise the preparation of monthly payroll
- Supervise the accumulation of permitted reimbursements from clients through the accounts payable process and bill these reimbursements to the clients monthly
- Coordinate and record investments made in Funds, securities, overnight funds, etc.
- Supervision of all accounts payable processed in corporate office.
- Review of expenses incurred such as software (MRI) costs, accounting services, analytical services, etc.
- Maintenance of fixed asset records for coordinate quarterly inventory of fixed assets with the information technology department
- Implement, document and maintain adequate and effective internal controls
- Implement, document and maintain adequate and effective processes to improve the close and reporting cycles to ensure timely and accurate reporting
- Responsible for ensuring compliance with all applicable laws, rules, and regulations
- Accurate and timely production of all financial information
- Proper analytical review of the asset operations from a balance sheet, income statement and cash flow perspective as well as an overall business perspective
- Any other responsibilities that may be assigned from time to time.
Minimum Qualifications:
- Bachelors and/or Masters Degree in Business Administration with an emphasis in accounting.
- Must have at least Seven (7) years of experience in the accounting and finance sector.
- Must have at least Four (4) years of experience managing accountants and the accounting and finance process.
- Two (2) years in a position equivalent to a controller or higher responsibilities
- Two (2) years of experience working in the software industry
- Two (2) years of experience working with a professional services organization and the time/materials accounting issues particular to that industry
- Experience working with customers in the public sector it preferred but not required
- “Big Four” or national accounting firm audit experience is preferred but not required
Preferred Qualifications:
- C.P.A. is strongly preferred but not required
- Experience with Equity fundraising. (Mergers and Acquisitions experience)
- Credibility, ethical, full disclosure and clean financial history
- Confidential, understands the ethical standards of a CPA
- Ability to handle payroll including the mental conflicts that are associated with this responsibility
- Conscientious about timeliness of assignments and quality of work product
- Accountable for specific performance
- Possess exceptional written and verbal communication skills, including ability to articulate recommendations in a concise and timely manner
- Able to handle multiple tasks and maintain control and order over same
- Good GAAP and financial reporting technical skills
- Exceptional work ethic
Hardware/Software knowledge:
- Exceptional computer skills in the operation and functioning of all programs used by the organization, Microsoft Office Suite or Google Suite, Unanet Software (for Accounting, People Management, Project Management)
Corporate Controller
Responsible for direct supervision of all accounting and financial functions. Primary responsibilities include supervision of the monthly close process, monthly, quarterly and annual billings to clients for services provided, billing reimbursements from clients, collection of accounts receivable, supervising accounts payable, payroll, monthly reporting, assist in the preparation of quarterly tax projections and annual tax return preparation and all treasury administration. The Corporate Controller will also be part of a team that creates and implements policies and procedures to identify, resolve and document accounting issues in addition to creating procedures to make the close and reporting processes more efficient and accurate.
Essential Functions:
- Preparation of work papers supporting the annual tax return
- Coordinate the preparation of annual tax return with outside CPA firm
- Review and recordation of journal entries required to reflect the monthly activity
- Preparation of work papers supporting the monthly close process and month end balances
- Review monthly accounting close process including analytical review of the monthly operating results to ensure accurate accounting records are maintained
- Preparation of monthly financial statements and related footnotes
- Preparation of the year to date cash flow
- Supervise the preparation of monthly payroll
- Supervise the accumulation of permitted reimbursements from clients through the accounts payable process and bill these reimbursements to the clients monthly
- Coordinate and record investments made in Funds, securities, overnight funds, etc.
- Supervision of all accounts payable processed in corporate office.
- Review of expenses incurred such as software (MRI) costs, accounting services, analytical services, etc.
- Maintenance of fixed asset records for coordinate quarterly inventory of fixed assets with the information technology department
- Implement, document and maintain adequate and effective internal controls
- Implement, document and maintain adequate and effective processes to improve the close and reporting cycles to ensure timely and accurate reporting
- Responsible for ensuring compliance with all applicable laws, rules, and regulations
- Accurate and timely production of all financial information
- Proper analytical review of the asset operations from a balance sheet, income statement and cash flow perspective as well as an overall business perspective
- Any other responsibilities that may be assigned from time to time.
Minimum Qualifications:
- Bachelors and/or Masters Degree in Business Administration with an emphasis in accounting.
- Must have at least Seven (7) years of experience in the accounting and finance sector.
- Must have at least Four (4) years of experience managing accountants and the accounting and finance process.
- Two (2) years in a position equivalent to a controller or higher responsibilities
- Two (2) years of experience working in the software industry
- Two (2) years of experience working with a professional services organization and the time/materials accounting issues particular to that industry
- Experience working with customers in the public sector it preferred but not required
- “Big Four” or national accounting firm audit experience is preferred but not required
Preferred Qualifications:
- C.P.A. is strongly preferred but not required
- Experience with Equity fundraising. (Mergers and Acquisitions experience)
- Credibility, ethical, full disclosure and clean financial history
- Confidential, understands the ethical standards of a CPA
- Ability to handle payroll including the mental conflicts that are associated with this responsibility
- Conscientious about timeliness of assignments and quality of work product
- Accountable for specific performance
- Possess exceptional written and verbal communication skills, including ability to articulate recommendations in a concise and timely manner
- Able to handle multiple tasks and maintain control and order over same
- Good GAAP and financial reporting technical skills
- Exceptional work ethic
Hardware/Software knowledge:
- Exceptional computer skills in the operation and functioning of all programs used by the organization, Microsoft Office Suite or Google Suite, Unanet Software (for Accounting, People Management, Project Management)
