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KBF Advisory · 3 months ago

Controller, Managed Accounting Services

California

Full-time

Onsite

Senior Level

$115K/yr - $180K/yr

KBF Advisory is a trusted partner and recognized leader in tax, audit, and advisory services. They are seeking multiple Controllers to join their US Managed Accounting Services team, responsible for assisting clients with financial processes and ensuring accurate accounting practices.

AccountingAdviceFinancial Services

Growth Opportunities

Responsibilities

Comfortable working in a client facing role, working on business development, as well as relationship building all while ensuring client work is done at a premium level

A working manager that is comfortable rolling up their sleeves and doing what it takes to get the job done right

Provide solutions to challenges proactively. Seek to understand the clients’ business and use this knowledge to ensure transactions are recorded correctly. Leverage your full cycle accounting experience to streamline accounting processes for our clients

Ability to plan, assign and review work performed by Bookkeepers working on engagements for accuracy as well as provide feedback for improvement. Assist in implementing new tools and software

Own the financial monthly, quarterly, and year-end financial close processes, including assigned journal entries, balance sheet account reconciliations, accruals, and complex accounting items for multiple clients simultaneously. Develop a detailed close plan for each client and make sure all tasks are completed prior to scheduling a formal review with the Director of Managed Accounting Services

Proactively manager project deadlines to ensure delivery of work product based on client expectations and deadlines

Collaborate with the Managed Accounting Services and Tax teams regarding technical questions as well as progress of projects, tasks and associated budgets

Review client financial performance on a monthly basis and make recommendations for improvement

Assist clients with properly recording transactions associated with revenue recognition (ASC 606), equity and leases to ensure GAAP compliance

Collaborate with team members to make recommendations to clients associated with process improvements and KPIs/Dashboard improvements

Perform other related duties as necessary or assigned

Comply with the firm’s policies and procedures, such as timesheet submission, attendance policy, etc

Qualification

CPA licenseGAAP knowledgeFinancial close processesAdvanced MS ExcelAccounting systemsOrganizational skillsCommunication skillsTeam collaborationAttention to detailMotivated learner