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KBF Advisory · 2 days ago

Controller, Managed Accounting Services

California, United States

Full-time

Onsite

Mid, Senior Level

$115K/yr - $180K/yr

KBF Advisory is a trusted partner and recognized leader in tax, audit, and advisory services. They are currently seeking multiple Controllers to join their Managed Accounting Services team, responsible for leading client engagements and ensuring accurate financial reporting.

AccountingAdviceFinancial Services

Growth Opportunities

Responsibilities

Serve in a client-facing role, emphasizing business development (approximately 15% of time) and relationship building while consistently delivering client work at a premium level

Act as a hands-on, working manager who is willing to roll up their sleeves and do what is necessary to ensure work is completed accurately and efficiently

Proactively identify and solve challenges by developing a deep understanding of each client’s business. Leverage full-cycle accounting experience to ensure accurate transaction recording and to streamline client accounting processes

Plan, assign, and review work performed by Bookkeepers working on the engagements to ensure accuracy and provide feedback for improvement. Assist in implementation of new tools and software

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

Proactively manage project deadlines to ensure deliverables align with client expectations and deadlines

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

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

Assist clients with the proper recording of 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 licenseU.S. GAAP knowledgeFinancial close processesAdvanced MS ExcelAccounting systems proficiencyOrganizational skillsCommunication skillsTeam collaborationAttention to detailMotivated learner