Assistant Controller

Consultative Search Group; South El Monte (CA); On-site; USD 100,000 - 130,000; Full time

Job summary

Consultative Search Group is seeking an Assistant Controller – Accounting Operations to oversee key accounting functions within a prestigious financial institution in South El Monte, California. The role is crucial for ensuring the accuracy of the financial close process and leads day-to-day accounting operations.

Qualified candidates will have 7-10 years of accounting experience, excellent management abilities, and proficiency in PeopleSoft GL and Excel. This position not only requires strong attention to detail but also the capability to mentor a team while improving operational efficiencies.

Qualifications

• 7-10 years of progressive accounting experience, including financial close and general ledger oversight.
• Team management experience required.
• Banking and/or public accounting experience highly preferred.

Responsibilities

• Lead and manage period-end close processes for financial results.
• Oversee the general ledger and review journal entries.
• Prepare monthly financial reporting packages with insights to management.
• Coordinate with auditors and prepare requested documentation.

Skills

Advanced knowledge of Excel

Experience with PeopleSoft GL

Detail-oriented

Strong verbal and written communication skills

Self-motivated

Education

Bachelor’s degree in accounting or finance

Tools

PeopleSoft GL

IBS

Job description

Assistant Controller – Accounting Operations

A prestigious financial institution seeks an Assistant Controller to join their dynamic team. The Assistant Controller – Accounting Operations is a key leader within the Finance organization, responsible for overseeing the bank’s core accounting functions and ensuring the accuracy and integrity of the financial close process. This role manages day-to-day accounting operations, leads the general ledger and reconciliation framework, and drives continuous improvement in processes and controls.

Responsibilities

• Lead and manage period-end close processes, ensuring timely, accurate, and well-controlled financial results.
• Oversee the general ledger, including review and approval of journal entries, accruals, and reconciliations.
• Own the reconciliation framework for key balance sheet accounts, ensuring completeness, accuracy, and timely resolution of discrepancies.
• Review and approve accounting activity across operational areas such as loans, deposits, investments, fixed assets, prepaid assets, and other core financial statement categories.
• Oversee subledger integrity and ensure proper integration between operational systems and the general ledger.
• Prepare monthly internal financial reporting packages and provide meaningful analysis and insights to management.
• Maintain and enhance internal controls over accounting operations, supporting SOX compliance and remediation efforts.
• Partner with Treasury, Credit, Operations, and Risk teams to ensure accurate accounting for loan activity, deposits, investments, derivatives, and other financial instruments.
• Lead monthly lease accounting processes and support CDI and solar ITC impairment analyses.
• Oversee accounting and reporting for the Bank’s subsidiaries, ensuring proper consolidation and documentation.
• Support system governance for accounting platforms, including GL configuration, integration testing, and process automation initiatives.
• Identify and implement process improvements to enhance efficiency, accuracy, and control within accounting operations.
• Coordinate with internal and external auditors, preparing and reviewing requested documentation.
• Lead, mentor, and develop accounting staff by setting goals, managing performance, and providing ongoing training and support.
• Serve as a key backup to the Corporate Controller for operational accounting responsibilities and leadership coverage.

Qualifications

Education: Bachelor’s degree in accounting or finance.

Experience: 7-10 years of progressive accounting experience with including financial close and general ledger oversight. Team management experience required. Banking and/or public accounting experience is highly preferred.

Skills/Ability: Advanced knowledge of Excel and experience with PeopleSoft GL, and IBS is highly preferred. Must be organized, detail and deadline oriented, be able to plan and prioritize, have strong verbal and written communication skills and be responsible and self-motivated.