Controller

Optima Office•San Diego, CA

6d•$70 - $75•Hybrid

About The Position

Optima Office is a rapidly growing, female-owned company providing outsourced accounting, fractional CFO/COO, and HR support services to over 300 companies, primarily on the West Coast. We prioritize work-life balance and offer a flexible environment, with over half of our 100 employees being working parents. Our vision is to achieve the highest client and employee retention in the industry, guided by the motto "Happy Staff = Happy Clients." We share half of the company's profits as bonuses and invest in fun company events. We are seeking a Fractional Controller who is adaptable, technically strong, a proactive communicator, kind, collaborative, and a self-starter. This role offers flexibility in client assignments and emphasizes a healthy work-life balance, with a focus on career development and purpose-driven partnerships with like-minded clients.

Requirements

Bachelor’s degree in Accounting, Finance or Business-related field.
Minimum 7-10 years of experience in accounting plus 3 years of Controller experience.
Leadership and supervisory capabilities.
Solid operational and technical accounting skills.
Works proactively to drive results.
Willing and able to work in a Hybrid capacity- 3 days in office (San Diego).
PC proficient and able to thrive in a fast-pace setting.
Strong experience with Microsoft Excel.
Self-starter, flexible, has a high level of integrity and is action and goal-oriented in a fast-paced, team-oriented, collaborative environment.
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.
Self-managed and ability to work independently while managing multiple projects and deadlines.
Strong communication skills, written and verbal.

Nice To Haves

CPA or MBA.
Experience with QuickBooks and/or another automated accounting system.
Thorough knowledge of general accounting including application of general accounting theory.
Experience working in a consulting environment or professional services firm.
Appfolio, Quickbooks, Netsuite, Intacct, Yardi, Deltek experience.

Responsibilities

Oversees the running of the accounting department.
Responsible for the company's financial statements, general ledger, payroll, AR and AP, budgeting, EDD, Sales, taxes, and various special projects.
Supervises accountants and other accounting staff.
Creates a month-end close process and checklist and ensures the team accomplishes their respective tasks.
Acts as liaison between the company, client, and outside CPAs in providing the required information.
Supervises employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
Develops internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
Maintains current knowledge of organizational policies and procedures, federal and state policies, and accounting standards.
Prepares or directs preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
Provides direction and assistance to other organizational units regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources.
Serves as company liaison with auditors (Annual financial and 401K audits).
Analyzes the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.
Monitors financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.
Develops and maintains relationships with banking, insurance, and non-organizational accounting personnel to facilitate financial activities.
Receives, records, and authorizes requests for disbursements in accordance with company policies and procedures.
Conducts or coordinates audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.
Analyzes the effect of statutory accounting practices and studies regulations and guidance to ensure correct application of Generally Accepted Accounting Principles.
Responsible for hierarchy and scalability in chart of accounts and accuracy in the general ledger and financial statements.
Reviews, analyzes and reconciles general ledger accounts, investment transactions in conjunction with preparing quarterly reports for management.
Serves as point of resolution of Accounts Receivable/Accounts Payable issues.