Assistant Controller

Optima Office•San Diego, CA

4d•Hybrid

About The Position

Optima Office is a fast-growing, female-owned company providing outsourced accounting, fractional CFO and COO services, and HR support to over 300 companies, primarily on the West Coast. We are recognized as a "Best Place to Work" and are committed to a high employee retention rate through a focus on "Happy Staff = Happy Clients." We emphasize work-life balance, offering flexible scheduling and a supportive environment, especially for working parents. Half of the company's profits are distributed as bonuses, and we invest in employee success through career development and training programs. As a Fractional Assistant Controller, you will be essential to our clients' success, working with growing businesses and consultative professionals. You will have the opportunity to make a significant impact on their business, supported by our experienced team. You will be matched with clients that fit your profile and coordinate your hours, working remotely or onsite, with your supervisor and client. Every decision is made to optimize benefits for both you and the client.

Requirements

Bachelor’s degree in Accounting, Finance or Business-related.
5-7 years accounting experience.
Willing and able to work in a hybrid capacity - 3 days in office a week (San Diego)
Leadership and supervisory capabilities.
Solid operational and technical accounting skills.
Works proactively to drive results.
Self-starter, flexible, has a high level of integrity and is action and goal-oriented in a fast-paced, team-oriented, collaborative environment.
Excellent communicating skills.
Thorough knowledge of general accounting including application of general accounting theory.
Ability to develop and maintain strong client relationships.
Demonstrated mentoring, coaching and organizational administrative skills.
Strong computer aptitude, which includes expertise with Microsoft Excel and Word as well as experience with various accounting software.
Self-managed and ability to work independently while managing multiple projects and deadlines.

Nice To Haves

A variety of industry and software experience is considered a huge plus.
CPA or MBA.

Responsibilities

Manage the monthly financial close process, including ensuring all costs incurred are properly recorded, reviewing journal entries, account balance reconciliations and report preparation.
Participate in the ongoing development/establishment of accounting policies and procedures and operational strategies including the review and implementation of process and system changes.
Continued focus on improving system efficiencies and business practices.
Participate in strategic financial projects including accounting software upgrades and/or implementation of ERP software.
Ensure compliance with internal control policies.
Oversee budgets and cash flow planning and communicate availability of funds as needed.
Collaborate with external auditors to ensure successful audit results and compliance.
Make recommendations for changes as needed and ensure that company policies and procedures are followed and establishes the proper techniques to discover and prevent fraud.
Prepare detailed journal entries and account analysis.
Assist with compilation of information for preparation of tax returns.
Oversee financing strategies and activities, as well as banking relationships.
Develop and utilize forward-looking, predictive models and activity-based financial analysis to provide insight into the organization’s operations and business plans.
Assist with the formation of Client work plans and monitor, measure & report progress.
Train, support, and mentor the professional development of Optima Office staff.
Continually source and implement best practices and make recommendations.
Operate under the highest standards of courtesy, professionalism, and ethics.
Manage the accounts payable function, payroll function, monthly closing of accounts and preparation of reports in support of the financial statements.
Assist in development and implementation of accounting policies, procedures, and controls.
Play a pivotal role in client management and communication.
Manage other Optima accounting and finance staff.