Controller

Controller

Want to work for a company that puts you first?! At Optima Office our people are the most important asset. Optima Office was voted BEST PLACE TO WORK since 2020 and the fastest growing company by the San Diego Business Journal and inc 5000 as well!! Let us show you why!

Optima Office is a female owned company that provides Outsourced Accounting, CFO and COO services along with Human Resources Support. We serve over 300 companies across the United States but are mostly focused on the West Coast. We are a fast-growing company who continues to add clients and team members at a steady pace. In 2022 we were the 10th fastest growing company in San Diego.

Our Vision as a company is to have the highest retention with our clients and employees in the industry. Happy Staff = Happy Clients has been our founder's motto for a decade. Half of the company's profits get paid out as bonuses to the team and for fun company events.

We have a huge emphasis on work-life balance and provide a flexible environment which allows our team to choose their own schedule. Over half of our 100 employees are working parents who value flexibility and family time.

What to Expect Starting at Optima Office as a Controller...

• Flexibility – you will be paired with clients that allow you to work the hours you prefer.
• Work/Life Balance – whether you're spending time with family or enjoying a new hobby, we believe a healthy work/life balance is beneficial for both our consultants and our clients. We believe in optimizing our time at work so that we can spend quality time with our friends and family outside of the office.
• You Come First – we are passionate about setting our consultants up for success. We have a career development program along with a robust training platform.
• Purpose Driven – we enjoy partnering with like minded clients. Our client's values tend to line up directly with our own, making for a unique partnership with mutual benefits.

Optima Office is the place for you if…

• You are adaptable - you can adjust on the fly and welcome diverse clients.
• You are technically strong – you have experience in accounting, finance or HR and can be relied upon by colleagues and clients for accurate and timely work. A variety of industry and software experience is considered a huge plus, but not required for staff level positions. We certainly welcome subject matter experts at the more senior levels.
• You are a pro-active communicator who has a sense of urgency with response time.
• You are kind and collaborative – you are a team player who works well with others.
• You are a self-starter – you take initiative and are proactive in accomplishing your goals.

Salary Range: $70 - $75/hour

This position oversees running the accounting department. This position is responsible for the company's financial statements, general ledger, payroll, AR and AP, budgeting, EDD, Sales, taxes, and various special projects. The Controller will supervise accountants and other accounting staff. The Controller will create a month-end close process and checklist and ensure the team accomplishes their respective tasks. Acts as liaison between the company, client, and outside CPAs in providing the required information.

Essential Functions:

• Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
• Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
• Maintain current knowledge of organizational policies and procedures, federal and state policies, and accounting standards. Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
• Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources.
• Serve as company liaison with auditors (Annual financial and 401K audits).
• Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.
• Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.
• Develop and maintain relationships with banking, insurance, and non-organizational accounting personnel to facilitate financial activities.
• Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.
• Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.
• Analyze 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.
• Review, analyze and reconcile general ledger accounts, investment transactions in conjunction with preparing quarterly reports for management.
• Serve as point of resolution of Accounts Receivable/Accounts Payable issues.

Additional Perks and Benefits:

• All positions can be Full Time, Part Time, In Person or hybrid. Our clients do like to see us from time to time, but working remotely most of the time is an option.
• 401K with company match of up to 50% of the first 6%.
• Competitive pay with revenue sharing for salaried individuals.
• Medical, Dental, Vision & Life Insurance.
• Vacation, Sick and Holiday Pay.
• Bonusly -Peer to Peer Recognition Program.
• Mentorship program.
• Happy hours and much more!

Requirements

Minimum Qualifications:

• Bachelor's degree in Accounting, Finance or Business-related field.
• Minimum 7-10 years of experience in accounting plus 3 years of Controller experience
• The ideal candidate possesses leadership and supervisory capabilities, solid operational and technical accounting skills and works proactively to drive results.
• Willing and able to work in a Hybrid capacity- 3 days in office (San Diego)
• Must be PC proficient and able to thrive in a fast-pace setting.
• Must have strong experience with Microsoft Excel.
• This person is a 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.

Preferred Qualifications

• 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.