- Prepare financial statements and other financial reports, such as balance sheets, profit & loss statements, and management reports
- Lead and own the month-end close process and other assigned department-related tasks for multiple clients, as necessary
- Ensure data integrity for assigned accounts including understanding of required upstream internal controls over financial reporting
- Analyze financial results on a monthly basis and report on variances versus plan and prior periods to efficiently report results to clients' Leadership
- Investigate reporting discrepancies and communicate issues, effectively and in a timely manner
- Lead process for calculation, presentation, and communication of company-wide KPI's
- Lead development of internal controls
- Lead external audit requests
- Actively maintain and review designated General Ledger accounts and activity
- Support business processes by partnering with other departments, including but not limited to FP&A, Accounts Payable, Treasury, IT, and Marketing
- Consistently evaluate areas for process improvement and automation
- Partake in ad hoc accounting or finance projects and analysis, as assigned
- Ensure oversight of junior team responsibilities including providing clear direction for work and reviewing / analyzing results
- Bachelor's or higher degree in Accounting or Finance
- CPA actively licensed in state of California Active CPA mandatory
- In depth knowledge of accounting principles and application of U.S. GAAP
- 7-10 year(s) of relevant Accounting experience; Big Four experience highly preferred
- Ability to multitask multi-task and prioritize, as this role will require working with approximately 10 clients at any given time
- Experience working with complex ERP systems
- Excellent communication skills; proven ability to communicate effectively with internal and external business partners at various levels in a clear and concise manner
- Proactive self-starter who enjoys a fast-paced environment and an ability to prioritize, multi-task, and meet pressing deadlines
- Team player with a strong work ethic
- Quickbooks / Netsuite experience a plus but not required
- Tech savvy and MS Excel super-user (candidate must be comfortable working with and analyzing large datasets)
- Benefits: Medical, Vision and Dental
- Location: Los Angeles, CA (WFH flexibility, some in-person work with LA-based team)
- 5% travel to local clients' offices
-
Staff Accountant for CPA Firm
2 weeks ago
Lee & Lee LLP-Certified Public Accountants Pasadena, United StatesJob Description · Job DescriptionWell established CPA firm in Pasadena seeks a staff accountant with 2-6 years of public accounting experience. · Position Description: · Tax return preparation including individual, corporation, partnership, and fiduciary; financial statement pre ...
-
Tax Accountant- CPA Firm
3 weeks ago
Jesse F Moreno CPA PC Long Beach, United StatesJob Description · Job DescriptionWe are looking for a Tax Accountant / CPA to join our team You will be responsible for preparing and analyzing financial records for our company. · Responsibilities: · Prepare and examine accounting records, financial statements, taxes, and other ...
-
Vertical Careers, Inc. Los Angeles, United StatesSenior Investment AccountantA prestigious private equity fund management organization looking for a qualified Sr. Investment Accountant to join their dynamic team. This position will act, oversee and ensure the accuracy and timely completion of the company's finance and accountin ...
-
Recruiting Resources, Inc. Culver City, United StatesGlobal alternative investment management firm operating in the credit, private equity and real estate marketsis seeking a · Senior Associate, Fund Accountant · for to join the US Public Credit accounting team in Los Angeles. The Senior Associate will be responsible for the day- ...
-
Staff Accountant for CPA Firm
2 weeks ago
Lee & Lee LLP-Certified Public Accountants Pasadena, United StatesWell established CPA firm in Pasadena seeks a staff accountant with 2-6 years of public accounting experience. · Position Description: · Tax return preparation including individual, corporation, partnership, and fiduciary; financial statement preparation; bookkeeping; payroll ...
-
Recruiting Resources, Inc. Los Angeles, United StatesGlobal investment management firm is seeking an · Assistant Controller/Associate Vice President · to join its Private Equity Finance team at their headquarters in Los Angeles, reporting to a Principal on the Private Equity Finance team. The role requires flexibility as the scop ...
-
Junior Accountant at Cpa Firm
1 week ago
SY, LEE & CHEN, LLP Monterey Park, United StatesLocal CPA firm seeks for a junior staff accountant. The firm is dedicated to providing high quality services to its clients, and performs tax, accounting, consulting, bookkeeping, and attestation works for clients. · Duties include but are not limited to: · - Various accounting f ...
-
Vertical Careers, Inc. Los Angeles, United StatesSenior Staff Accountant · Our client is the top business management firm in the U.S. They help the world's leading entertainers succeed financially through a full-service approach. A fast-growing professionalservices organization seeks a Senior Staff Accountant to join their dyna ...
-
Vertical Careers, Inc. Los Angeles, United StatesAccounting Manager, Technical · Our client is seeking an Accounting Manager with a focus on corporate investment fund accounting, transactional accounting, and operations. · Responsibilities · Responsible for maintaining books and records of the Company's management company and ...
-
Vertical Careers, Inc. Los Angeles, United StatesSenior Accountant, Investments · Overview · A leading global REIT is seeking a Senior Investment Accountant to serve as a key member of the accounting team to run the group's day-to-day activities. · This hands-on role requires detailed involvement in US GAAP accounting and the ...
-
Recruiting Resources, Inc. Los Angeles, United StatesGlobal investment management firm is seeking an · Assistant Controller/Associate Vice President · to join its Private Equity Finance team at their headquarters in Los Angeles, reporting to a Principal on the Private Equity Finance team. The role requires flexibility as the scop ...
-
Manager of Partner Accounting
2 weeks ago
Cooley Santa Monica, United StatesManager of Partner Accounting Cooley is seeking a Manager of Partner Accounting to join the Accounting and Finance team. · Position summary: · The Manager of Partner Accounting is responsible for maintaining partners' capital accounts and coordinating with the Payroll Departmen ...
-
Finance & Accounting Manager
2 weeks ago
Alliance Resource Group Santa Monica, United States">">Job Description · Alliance Resource Group has partnered with a privately held investment firm with over $70 B assets under management. They are looking to add a finance and accounting manager to their team due to year over year growth. · This role will be pivotal to the gro ...
-
Business Management Senior Accountant
2 weeks ago
Regal Executive Search Santa Monica, United StatesJob DescriptionWe are a small business management firm based in Santa Monica, CA. We are looking for a Senior Accountant to join our team You will be responsible for supervising junior staff and preparation of Financial Statements. Must have a bachelor's degree in accounting or f ...
-
Portfolio Reporting Analyst
2 weeks ago
Century Group Santa Monica, United StatesJob DescriptionJob Description · Century Group is partnering with a client who is seeking a Portfolio Reporting Analyst to join their team. Exact compensation may vary based on skills, experience, and location. Expected starting base salary $65,000 to $68,000 per year. · Job Re ...
-
Fenwick & West LLP Santa Monica, United States Full timeJob Description Summary: · Fenwick is seeking a Temporary Senior Business Development Coordinator who will further the firm's marketing efforts through support of a variety of practice groups, individual partners, senior marketing staff and oversight of business development coord ...
-
Audit Senior or Audit Manager
2 weeks ago
Regal Executive Search Santa Monica, United StatesJob DescriptionAudit Senior Associate or Audit Manager · Currently seeking an experienced Audit Senior Associate to join our team in Santa Monica, CA. As a full-service Southern California accounting firm, we attract some of the best candidates, many of whom come here to make a ...
-
Specialist, SMA Solutions
6 days ago
Dimensional Fund Advisors Santa Monica, United States Full timeJob Description: · The Research Department at Dimensional is integral both in the successful day-to-day functioning of the firm and in helping develop Dimensional's long-term strategy. The team produces high-quality, thought-leadership research on investments and financial marke ...
-
Fund Accountant
2 weeks ago
Alliance Resource Group Santa Monica, United States">">Job Description · Alliance Resource Group has partnered with a well known and respected investment firm with over $700 B assets under management. Due to their year over year growth, they are looking to add fund and/or senior fund accountants to their team. · This role will ...
-
Client Accounting Specialist
3 days ago
Fenwick & West LLP Santa Monica, United States Full timeJob Description Summary: · Fenwick is seeking a Client Accounting Specialist who will be responsible for all financial aspects of managing the assigned partners' portfolio of clients which are performed in accordance with departmental standards. The Client Accounting Specialist w ...
Accounting Manager/Sr. Manager/Director@ Boutique Management Consulting CFO + Accounting Firm - Santa Monica, United States - Wells Group of New York
Description
This role is the equivalent level to a Controller at a small company. Depending on your experience, this role could be titled "Accounting Manager, Controller Practice", "Sr Accounting Manager, Controller Practice" or "Director, Controller Practice"
ABOUT THE COMPANY:
We are seeking a Controller with 7-10 years of experience to join our team. Wells Group of New York is a 30 FTE business services firm headquartered in New York City with a satellite office in Los Angeles. We specialize in interim CFO and Interim Controller services on a part-time, fractional, and loan-out basis for high-growth businesses in SaaS, media, healthcare, fintech, and consumer goods, among other industries.
We run extremely flat and are looking for someone who can not only execute but also become a core member of our team and contribute to the mission, vision, and culture both in our firm and for our clients. We operate with a highly collaborative and flat organizational structure. We are seeking an individual who not only excels in execution but also seeks to become an integral part of our team, actively contributing to our mission, vision, and culture. This applies not only within our organization but extends to the positive impact you'll make for our clients as well. This is a salaried full-time position. Salary range: $105k to $140k.
POSITION OVERVIEW
We are seeking a CPA who is actively licensed in the state of California to join our team of Interim Controllers. In this role you will be providing accounting services for our clients (from pre-seed startups to mid-sized companies). Proficiency in handling substantial volumes of financial data, managing diverse tasks and clients with tight deadlines, and delivering transparent and comprehensive reports to management is essential. A solid understanding of accounting and financial practices, coupled with strong computer, verbal, and written communication skills, is expected. The preferred candidate will exhibit meticulous attention to detail, maintain a professional demeanor, and showcase analytical abilities. The ideal candidate must be adept at balancing efficiency with accuracy and demonstrate a proactive, and self-starting approach.
If you have an interest in both finance and accounting, and are comfortable actively participating in hands-on accounting tasks while engaging with a diverse range of clients, this role is well-suited for you.
RESPONSIBILITIES:
QUALIFICATIONS:
Logistics:
Accounting Manager/Sr. Manager/Director@ Boutique Management Consulting CFO + Accounting Firm professionals in Santa Monica
-
Ryan Connell
Senior Director of Business Development