Assistant Controller

Confidential; Irvine (CA); On-site; USD 95,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Job summary

A leading financial firm in Irvine, CA, is looking for an experienced Assistant Controller. This role entails overseeing all financial operations to ensure compliance and drive improvements. The ideal candidate will possess a Bachelor's degree in accounting or finance, CPA designation preferred, and 7–10 years of relevant experience. Competitive salary range of $95,000 - $150,000+, plus benefits and bonuses, is offered. Join this dynamic team and contribute to the firm's success.

Qualifications

• 7–10 years of progressive experience in accounting or finance, with at least 2 years in a managerial role.
• Experience in IOLTA accounting is a huge plus.

Responsibilities

• Oversee all financial operations, including budgeting and forecasting.
• Prepare and present accurate financial reports to management.
• Ensure compliance with accounting principles and regulations.
• Manage the month-end and year-end close process.
• Implement and maintain internal controls.

Skills

Strong knowledge of GAAP

Financial management systems

Advanced MS Excel skills

Analytical skills

Problem-solving skills

Communication skills

Ability to work in a fast-paced environment

Education

Bachelor’s degree in accounting, finance, or related field

CPA designation preferred

Tools

Financial management systems

MS Excel

Job description

Our client is seeking an experienced Assistant Controller to join their Irvine, CA team.

The Assistant Controller will be responsible for ensuring the safekeeping of clients’ IOLTA funds by monitoring trust accounts, keeping meticulous records, and reconciling accounts. They will review financial documents for discrepancies, unauthorized transactions, or errors, and maintain proper trust‑account records.

This role requires adherence to the highest standards of accounting best practices, overseeing financial operations, ensuring compliance, and driving process improvements. It requires a passion for accounting and finance to contribute to the success of the founding partners.

Responsibilities

• Oversee all financial operations, including budgeting, forecasting, and financial analysis
• Prepare and present accurate financial reports to senior management and stakeholders
• Ensure compliance with accounting principles, regulations, and company policies
• Manage the month‑end and year‑end close process, including financial statement preparation and analysis
• Implement and maintain internal controls to safeguard company assets
• Collaborate with cross‑functional teams to drive process improvements and cost efficiencies
• Supervise and mentor a team of accounting professionals

Qualifications

• Bachelor’s degree in accounting, finance, or a related field; CPA designation preferred
• 7–10 years of progressive experience in accounting or finance, with at least 2 years in a managerial role
• Strong knowledge of GAAP and financial reporting standards
• Proficient in financial management systems and advanced MS Excel skills
• Excellent analytical, problem‑solving, and communication skills
• Ability to work in a fast‑paced, deadline–driven environment
• Experience in IOLTA accounting is a huge plus

Compensation

The firm offers a competitive salary range of $95,000 - $150,000+ plus benefits and bonuses (DOE). We look forward to reviewing your resume and starting a dialogue.

Benefits

• Medical insurance
• Vision insurance

Seniority level

• Mid‑Senior level

Employment type

• Full‑time

Job function

• Accounting/Auditing, Legal, and Finance

Industries

• Legal Services and Accounting