- 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
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.
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Logistics: