Controller

Based in San Francisco, CA our partners have over 40 years of combined experience specializing in providing audit, accounting, and tax planning and compliance services to sophisticated clientele! We have clients located across the country and are able to communicate with them easily and have the capabilities to seamlessly and securely exchange documents and tax information through our secured portal system, our most cutting edge technology in our profession.
Top 100 Best Accounting Firms to Work for” for multiple years.

• Competitive Base Salary!
• Extremely Competitive Benefits Package!
• Diverse Client Relationships!
• Outstanding Career Growth!

Top 100 Best Accounting Firms to Work for” for multiple years.

hybrid-working model, state of the art equipment, many social events, and structured personnel development: these foster personal connection among coworkers and promote collaboration in the workplace. Our hybrid work environment allows for greater flexibility and work-life integration.

Job Details:

We are seeking a dynamic and experienced Permanent Controller to join our team in the Mortgage industry. This is an exceptional opportunity for a seasoned finance professional to contribute to a rapidly growing company. The successful candidate will have a proven track record in managing financial operations, including payroll processing, compliance and reporting, A/P, A/R and G/L, preparing and monitoring budgets, preparing cash flow, management reporting, and monthly financials. This role also involves assisting with employee benefits, retirement plans, banking, insurance, taxation, and external reporting.

Responsibilities:

1. Oversee all financial operations of the company, including payroll processing, accounts payable (A/P), accounts receivable (A/R), and general ledger (G/L).
2. Ensure compliance with all financial regulations and standards, and prepare necessary reports to demonstrate this compliance.
3. Prepare and monitor the company's budgets, ensuring that all financial objectives are met and any deviations are addressed promptly.
4. Prepare cash flow statements and forecasts, providing insights to the management team about the company's financial health.
5. Develop and present management reports and monthly financials to provide a clear picture of the company's financial status and performance.
6. Assist with the management of employee benefits and retirement plans, ensuring that all obligations are met and employees are well-informed about their benefits.
7. Manage relationships with banks and insurance companies, ensuring that all financial transactions are conducted smoothly and efficiently.
8. Oversee the company's taxation affairs, ensuring that all tax obligations are met and any potential tax risks are mitigated.
9. Prepare external reports for stakeholders, providing them with accurate and timely information about the company's financial performance.

Qualifications:

1. Bachelor's degree in Finance, Accounting, or a related field. A Master's degree or CPA certification is preferred.
2. A minimum of 5 years of experience in a similar role, preferably in the Mortgage industry.
3. Proven experience with payroll processing, compliance and reporting, A/P, A/R and G/L.
4. Strong skills in preparing and monitoring budgets, preparing cash flow statements, and developing management reports and monthly financials.
5. Experience in managing employee benefits, retirement plans, banking, insurance, and taxation affairs.
6. Familiarity with external reporting requirements and standards.
7. Strong analytical skills and attention to detail.
8. Excellent communication and presentation skills.
9. Ability to work in a hybrid work environment.
10. Experience working in a Top 100 Best Accounting Firm is a definite advantage.
11. Strong skills in budgeting and financial management.