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Controller Needed - Full Time - Remote Work OK

compensation: COE
employment type: full-time
relocation assistance available
telecommuting okay

Balance Financial Management is looking to add a seasoned accounting professional to our roster. If you are a strong senior accountant or controller looking to work for a great company, please email us.

We are not like other firms, and we want someone unique who requires little supervision to take on high level accounting duties for our clients. Our office is based in Santa Barbara, but this position can work remote if needed.

What we want:

- Strong accounting background (Don’t be green. This is a senior accounting position)
- Ability to handle a month-end close that is audit-proof
- Self-starter who can manage multiple deadlines and run point on new projects

What we offer:

- Great Salary and Bonus Incentives
- Full benefits package (Medical, Dental, Vision, 401K, FSA, Stock Options)
- Flexible schedule and work environment

Sound good?

Please read the full job description below, and then send an email with your cover letter to and put “Your Next Controller” in the subject line. Read the full description of the position below!

Please go to to learn more. We look forward to hearing from you.

Job Title: Assistant Controller
Classification: Full Time, Exempt
Reports to: Relationship Manager/Partner


The Assistant Controller plays a vital role in the day-to-day management of accounting cycles for multiple clients by overseeing all activities involved in maintaining the general ledger, revenue recognition, expenditures, assets and liabilities. This position is expected to take a role in management of staff completing the processes and tasks required to ensure a timely, successful completion of month-end close, completeness and accuracy of financial reports, and adherence to procedures and internal controls, among other duties. Excellent time management, critical thinking, multi-tasking, attention to detail, and diligence to ensure timely completion of tasks are some of the skills required for success in this position.

Job Description

Responsibilities include, but are not limited to:
 Manage all cost accounting processes from implementation and reviews. Complete cost allocations for federal grants and/or manufacturing cost centers.
 Responsible for management of accounting team, including onboarding and continuous training and development; technical input; business process evaluation and improvement; and streamlining of process/procedures.
 Verification of A/P cycle completeness for multiple clients, ensuring timely payments to vendors, assisting in vendor dispute resolution when escalated, and ensuring overall relationship with vendors are in good standing. Oversight of 1099 preparation at year end.
 Verification of A/R cycle completeness for multiple clients, ensuring timely completion and submittal of invoices, regular payment collection, and that overall relationship with clients’ customers remain in good standing.
 Management of cash balances, ensuring cash on hand is appropriate for upcoming financial commitments (i.e. A/P, payroll, etc.) and anticipating short- and long-term cash needs.
 Prepares reports which summarize and forecast company business activity and financial position based on past, present, and expected operations.
 Directs preparation of budgets and reviews budget proposals.
 Provides management with reviews of organization's financial status and progress in its various initiatives.
 Coordinates information for audits of company's accounts, drafting audit schedules, and financial statements
 Prepares and/or reviews reports required by regulatory agencies, tax returns, etc.
 Verification of timely completion of month-end close tasks as outlined in close checklists for each client. This includes making sure all adjusting journal entries are posted correctly.
 Analyzing financial data including reviewing and correcting potential errors in the entries into the company’s software platform, to ensure accuracy of financial reports.
 Communication with Relationship Manager when reporting is ready for final review, and processing of corrections.
 Cost allocations for functional expenses and partnerships via manual or automated processes.
 Drafting grant and organizational budget preparation and narratives as needed.
 Verification of timely and accurate processing of payroll, via in-house or outsourced software, and reviewing payroll journal entries
 Ensuring team compliance with GAAP, internal control processes, and segregation of duties.
 Other projects and tasks as assigned.

Skills Requirements

 Government or manufacturing cost accounting experience is highly preferred.
 Strong accounting background (experience and education) with solid knowledge and understanding of GAAP accounting.
 Excellent verbal and written communication skills, as well as a professional demeanor are required.
 Ability to multi-task and manage time efficiently and effectively to meet critical and aggressive internal and external deadlines.
 Great attention to detail, problem solving and critical thinking skills.
 Able to work independently, as well as collaboratively to achieve individual and team goals.
 Proactive and self-motivated attitude with the drive to take ownership of responsibilities assigned.

Experience Requirements

 Familiarity with advanced accounting software.
 Experience in GL, as well as programmatic/cost accounting
 Knowledge of tax law, current GAAP requirements, audit standards
 Advanced user of Microsoft Excel.
 5-7 years (minimum) relevant accounting experience.

Education Requirements

• Bachelor’s degree in accounting or finance (minimum), advanced degrees (CPA, MBA) preferred.

  • OK for recruiters to contact this job poster.
  • do NOT contact us with unsolicited services or offers

post id: 7068570271


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