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Financial Controller

Company: Investment Placement Group
Location: San Diego
Posted on: September 14, 2019

Job Description:

Position Title:--Financial ControllerCompensation: $80,000 - $90,000 DOELocation:--Downtown San Diego, CAReports To:--CFODirect Reports:--1 Accounting Assistant General PurposeThe primary purpose of this position is to manage and direct daily accounting activities; ensuring that proper accounting and recording of company transactions are performed in an accurate and timely manner; to include the production of periodic financial reports, financial and other key reports for management, maintenance of an adequate system of accounting records, and a comprehensive set of controls and budgets designed to mitigate risk, enhance the accuracy of the company's reported financial results, and ensure that reported results comply with generally accepted accounting principles and financial reporting standards.--Major Responsibilities--- Lead the Accounting General functions and supervise the activities of the accounting assistant.--- Responsible for the preparation of the company's financial statements.--- Prepare month-end, quarter-end, and year-end closing and reports requested by management.--- Maintain Sage Peachtree accounting systems to ensure the proper, complete, and accurate record-keeping of accounting company transactions are performed within the Generally Accepted Accounting Principles.--- Evaluate general accounting performance and makes adjustments to daily operations when needed to ensure the department meets overall goals and objectives with the guidance of the CFO.--- Provide training, guidance, and direction to other employees as needed to ensure work is performed in an efficient, timely, and knowledgeable manner.--- May work at times directly with the Sales and Operations Department on assigned activities--- Prepare and provide financial statements, sales reports, commission reports, analysis, and other reports on a scheduled or unprompted basis.--- Maintain and reconcile the fixed assets to the general ledger of the company.--- Prepare multiple state agency reports for tax purposes.--- Confer with CFO about budgeting and reviewing strategies to meet overall goals and objectives QualificationsRequired:--- Bachelors Degree in Accounting or related field--- 10+ years of financial closing and progressive accounting experience (month-end/year-end)--- Bilingual (English/Spanish) Preferred:--- Master's Degree or advanced education--- CPA a plus--- Wealth Management industry experience and FINRA registrations a plus BenefitsCompetitive compensation commensurate with work experience Health Insurance + Life Insurance and 401(k) plan - generous company matchingPaid Training, paid Vacation, paid Holidays Stable Employer, in business for over 30 years

Keywords: Investment Placement Group, San Diego , Financial Controller, Accounting, Auditing , San Diego, California

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