Corporate Controller

Corporate Controller

Location: Lake Forest, CA (Onsite)
Pay: $80,000- $100,000 annually
Job Type: Full-time

About the Company:

We are a global leader in the design and manufacturing of high-quality electromechanical components, serving industries including industrial automation, automotive, energy, power distribution, and smart manufacturing. Backed by advanced automated manufacturing capabilities and decades of innovation, we deliver reliable, high-performance solutions to customers worldwide.

Position Overview:

We are seeking an experienced and highly strategic Corporate Controller to oversee and lead accounting and financial operations for our U.S. organization. This is a high-impact leadership role responsible for financial reporting, budgeting, forecasting, treasury management, compliance, and oversight of day-to-day accounting operations. The ideal candidate will be both hands-on and strategic, capable of partnering directly with executive leadership to help drive financial performance and operational efficiency.

Essential Functions:

• Report the company's financial status to company president
• Developing financial strategy, including risk minimization plans and opportunity forecasting
• High-level financial reporting and analysis
• Regular budget consolidation and preparation of annual budget
• Preparation of workpapers supporting the annual tax return
• Coordinate the preparation of annual tax return with an outside CPA firm
• Implement a process to record transactions by the department and compare costs incurred to budget and performance analysis of profit centers
• Review and recordation of journal entries required to reflect the monthly activity
• Preparation of workpapers supporting the monthly close process and month end balances
• Review monthly accounting close process including analytical review of the monthly operating results to ensure accurate accounting records are maintained
• Preparation of monthly financial statements and related footnotes
• Preparation of the year to date cash flow
• Perform cash projections to effectively manage cash balances and maximize the return on any excess cash balances
• Supervise the billing of asset management, incentive fees, acquisition, disposition, QPAM and other fees monthly, quarterly, annually in accordance with the respective agreements
• Supervise the accumulation of permitted reimbursements from clients through the accounts payable process and bill these reimbursements to the clients monthly
• Coordinate and record investments made in Funds, securities, overnight funds, etc.
• Supervision of all accounts payable processed in the corporate office. This includes corporate payables, payables for Title Holding Entities, allocations of costs incurred on behalf of multiple entities
• Review of expenses incurred on behalf of the Company such as shipping costs, accounting services, analytical services, etc.
• Maintenance of fixed asset records for the coordinated quarterly inventory of fixed assets with the information technology department
• Assist company President in the implementation of corporate policies and procedures such as invoice processing, cash management and calculation of fees
• Implement, document and maintain adequate and effective internal controls
• Implement, document and maintain adequate and effective processes to improve the close and reporting cycles to ensure timely and accurate reporting
• Responsible for ensuring compliance with all applicable laws, rules, and regulations
• Ensure compliance with the Investment Advisors Act of 1940 and all regulations of the Securities and Exchange Commission, and all federal regulations related to investment Companies

Supervise two or more AR/AP employees to ensure:

• Accurate and timely production of all financial information, the Company applies real-time accounting system
• Proper analytical review of the asset operations from a balance sheet, income statement and cash flow perspective as well as an overall business perspective
• Any other responsibilities that may be assigned from time to time.

Education:

• Bachelor's and/or Master’s Degree in Business Administration with an emphasis in accounting. The degree should be obtained from a well-recognized university.
• A C.P.A. license is required; a California CPA is preferred.

Experience:

• 10+ years of experience in the accounting and finance sector.
• 7+ years of experience managing accountants and the accounting and finance process.
• 3+ years in a position equivalent to a controller or higher responsibilities
• 3+ years of experience working as a controller for a service provider such as management services,
• “Big Four” or national accounting firm audit experience is preferred but not required
• Strong experience in both the private and public accounting sectors is preferred

Skills:

• Credibility, ethical, full disclosure and clean financial history
• Confidently understands the ethical standards of a CPA
• Ability to handle payroll, including the mental conflicts that are associated with this responsibility
• Conscientious about the timeliness of assignments and quality of work product
• Accountable for specific performance
• Possess exceptional written and verbal communication skills, including the ability to articulate recommendations in a concise and timely manner
• Able to handle multiple tasks and maintain controls
• Good GAAP and financial reporting technical skills
• Exceptional work ethic

Hardware/Software:

• Exceptional computer skills in the operation and functioning of all programs used by the organization, i.e., Microsoft Word, Excel, PowerPoint; and Sage, Infor ERP.