Controller

Company: Plumb
Location: Newport Beach
Posted on: January 12, 2021

Job Description:

Job DescriptionEducation, Skills & Experience:* This role requires Construction Industry experience. SAGE 300 CRE Software experience is a plus.* Bachelor's degree required, Accounting or Finance preferred* Should have 4+ years proven experience as an accounting manager or controller and 2+ years managing team of 3+ accounting professionals* 2+ years' experience interacting with Executive teams or business owners is highly preferred* Expert GAAP knowledge* Intermediate to advanced computer skills working with various office equipment, computers and programs including databases, Word, Outlook, PowerPoint, Excel* QuickBooks, SAGE, Foundation, Netsuite, and Yardi etc. a plusWould you like to join one of Southern California's first outsourced accounting firms? Now with four office locations, hundreds of clients and nearly 50 employees, Plumb's growth and reputation has flourished.By joining our team in providing an array of accounting services to a variety of companies, you will grow your career, gain exposure to many different industries, and help guide/oversee multiple finance departments.IF THESE WORDS RESONATE WITH YOU:Strategic Leader. Fiscal Management. Entrepreneurial. Client Management..------. Then please read on.To be successful in our Controller role, you will be a high-performing, strategic thinker who engages and oversees client management through multifaceted engagements for a wide clients across a variety of industries, while coaching and developing a team.Keep Reading IF:YOU ARE A NATURAL BORN LEADER.You believe in leading by example, maintaining a strong culture and motivating your team to perform at their best. You are a strong communicator who navigates relationships and inspires trust across all organizational levels.YOU ARE A CRITICAL THINKER.You have a proven track record for being able to analyze and evaluate challenges and create out-of-the-box solutions quickly. You view client engagements like chess (strategy and long-term moves) rather than checkers.YOU ARE DIPLOMATIC, AND ASSERTIVE.You utilize your strong and persuasive communication skills to make sure that you are acting in clients' best interest. You are seen as a trusted advisor who respectfully provides objective guidance and counsel to clients and you help them see the big picture.YOU BALANCE THE DETAILS WITH A HIGH SENSE OF URGENCY. You are an expert at balancing detailed projects with tight deadlines, ensuring that all deliverables are of the highest quality.. You drive projects forward with your team to manage multiple clients with various timelines, processes, procedures and expectations.ESSENTIAL JOB FUNCTIONS MAY INCLUDE:* Client Management -Proactively identify client needs ensuring client expectations are exceeded on a consistent basis. Conduct on-going process improvement and appropriate follow-up activities to guarantee issue resolution. Successfully on-board new client engagements.* Process Improvement -Develop and improve current policies and procedures to ensure the team is motivated, fully utilized, and maintaining efficiencies and productivity.* Financial Statement Review -Review and analyze Client's Monthly Financial Reports, Budgets, Tax Organizers and special projects for accuracy in a timely manner.* Team Leadership -Lead, guide and support team of client associates. Ensure clear expectations for performance are set and met, regarding client expectations, accounting functions, and client service and other duties as described.* Employee Development -Train, develop and coach staff to ensure team members' professional growth and success as well as the success of the organization.* Resource Management -Prioritize and coordinate staff projects and workload to ensure team utilization metrics are consistent with set goals. Additionally, ensure division financial objectives are met or exceeded by forecasting requirements, preparing annual budgets, scheduling expenditures, analyzing variances, and initiating corrective action.* Business Development- Build meaningful relationships through networking with business professionals such as CPAs, Bankers, Wealth Managers and Attorneys.Within the first 90 days and going forward:* Leads and manages 4+ client engagements and interaction without management involvement* Develops strong relationships through proactive communication, thorough financial analysis, and identifies potential obstacles and new solutions* Consults all assigned clients for budgets, forecasts, and broader knowledge of financial operations* Ensures division financial objectives are met or exceeded by forecasting requirements, preparing annual budgets, scheduling expenditures and analyzing variances* Coordinates advisor activities by providing information to CPA, bankers, attorneys, regarding taxed, legal issues and insuranceWithin the first 6 months and going forward:* Leads and manages 5+ client relationships at one time and oversees 1 accounting manager and 3-5 client associates* Is highly utilized, billing at 90%-100% to clients* All clients are giving positive feedback and are happy and feel taken care* Trains, develops and coaches staff to ensure team members' professional growth and successWithin the first 12 months and going forward:* Proven ability to manage as many as 8 client relationships through development of strong relationships, ensuring proactive communication, thorough financial analysis, and identifying potential obstacles and new solutions* Has taken over full management of the team and office* Frequently contributes to Plumb team by bringing new ideas to the table that add value to the organization with solutions and shares collection of client feedbackTeam Plumb consists of passionate people, committed to going "Beyond the Numbers" for their clients. We celebrate a culture of work/life balance, collaboration, shared goals, personal development and fun!Working at Plumb:All of our accounting consultants are hired as full-time, permanent employees of Plumb. We offer a comprehensive benefits package that includes:* Competitive base salary* Incentive plan and quarterly bonuses* Health, dental and vision coverage* 401(k)* Mileage reimbursement for off-site workIn addition to the stated benefits package, Plumb offers a flexible work schedule and recently rolled out a telecommuting policy. We understand that our most important part of our success depends on employees. There is an opportunity for growth at Plumb with experienced mentoring, continuing education, personal development and camaraderie. See here for a list of 10 Reasons to Work at Plumb.Job Type: Full-time

Keywords: Plumb, Newport Beach , Controller, Other , Newport Beach, California