Job Details

Assistant 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 fastest growing company by the San Diego Business Journal and Inc 5000, as well as a Best Place to Work by multiple publications since 2020!! Let us show you why!

Optima Office is a female owned company that provides Outsourced Accounting, Fractional 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.

I love working for Optima! I am super happy with my decision to work for Optima and am thankful for the opportunities they have provided me! - Robbie W, Client Services

What to expect starting at Optima Office as a Human Resources Manager/Consultant...

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 proactive 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.

This position may be for you if...

• You are someone that goes to work to make a difference in their life and the people they work with.
• You enjoy providing good work along with good advice.
• You want to work on a team that is supportive and growing with professionals like yourself.
• You are a self-starter, flexible, has a high level of integrity and is action and goal-oriented in a fast-paced, team-oriented, collaborative environment.
• You are a leader and have supervisory capabilities.
• You have solid operational and technical accounting skills and works proactively to drive results.
• Ability to develop and maintain strong client relationships.
• Self-managed and ability to work independently while managing multiple projects and deadlines.

As an Assistant Controller at Optima Office you are essential to our clients' success. Optima clients are growing businesses that want to work with consultative professionals that have a growth mindset. You will have the opportunity to make an impact to their business while supported by a knowledgeable and experienced Optima team behind you. You will be matched with clients that fit your profile. Once you are matched you will coordinate your hours, working remote or onsite, with your supervisor and client. Every decision made is to optimize and benefit you and the client.

Requirements

This position will manage a set of accounting activities to ensure compliance with generally accepted accounting principles, corporate policies, and external audits. This person will manage the accounts payable function, payroll function, monthly closing of accounts and preparation of reports in support of the financial statements. The position may report to a CFO and will assist in development and implementation of accounting policies, procedures, and controls. This position may play a pivotal role in client management and communication and will manage other Optima accounting and finance staff.

Essential Functions

• Reasonable accommodations may be made to enable individuals with disabilities to perform the assigned and essential functions.
• 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

Supervisory Responsibility Yes

Work Environment & Physical Demands This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, copiers, and scanners. This is a largely sedentary role; however, some filing is required, which would require the ability to lift files, open cabinets, bend, or stand, as necessary.

Required Education and Experience

• Bachelor's degree in Accounting, Finance or Business-related field required. CPA or MBA a plus.
• Minimum 5-7 years accounting experience.
• The ideal candidate possesses leadership and supervisory capabilities, solid operational and technical accounting skills and works proactively to drive results.
• 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.
• Must be an excellent communicator.
• 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 required.
• Strong computer aptitude, which includes expertise with Microsoft Excel and Word as well as experience with various accounting software, is a must.
• Self-managed and ability to work independently while managing multiple projects and deadlines.