Controller
Company: Plumb
Location: Newport Beach
Posted on: January 12, 2021
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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
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here to apply!
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