Controller

Optima Office, Inc.; San Diego (CA); Hybrid; USD 96,432 - 103,320; Full time

Benefits offered by this job

401(k) with company match

Competitive pay with revenue sharing

Medical, Dental, Vision & Life Insurance

Vacation, Sick and Holiday Pay

Bonusly – Peer to Peer Recognition Program

Mentorship program

Happy hours and more!

Job summary

Optima Office, Inc. is looking for a Fractional Controller in San Diego, CA to oversee the accounting department, including financial reporting and auditing. The role requires a bachelor's degree in accounting and at least 7-10 years of accounting experience, including 3 years in a controller position. The ideal candidate is a proactive communicator and a strong leader who will ensure the accurate and timely completion of financial tasks. Other perks include flexibility, a mentorship program, and comprehensive insurance benefits.

Qualifications

• Minimum 7-10 years of experience in accounting plus 3 years of controller experience.
• Willing and able to work in a hybrid capacity – 3 days in office (San Diego).
• Self-managed and ability to work independently while managing multiple projects and deadlines.

Responsibilities

• Supervise employees performing financial reporting and accounting duties.
• Develop internal control policies and guidelines for accounting.
• Serve as company liaison with auditors for annual audits.

Skills

Leadership and supervisory capabilities

Operational and technical accounting skills

Proactive communication

Strong experience with Microsoft Excel

Ability to maintain strong client relationships

Education

Bachelor’s degree in Accounting, Finance or Business-related field

Tools

QuickBooks

Microsoft Excel

Appfolio

Netsuite

Deltek

Job description

Fractional Controller

This position oversees running the accounting department. It is responsible for the company's financial statements, general ledger, payroll, accounts receivable and accounts payable, budgeting, EDD, sales, taxes, and various special projects. The Fractional Controller will supervise accountants and other accounting staff, create a month‑end close process and checklist, and ensure the team accomplishes their respective tasks. The role also acts as liaison between the company, client, and outside CPAs in providing the required information.

What to Expect Starting at Optima Office as a Fractional Controller:

• Flexibility – you will be paired with clients that allow you to work the hours you prefer.
• Work/Life Balance – a healthy work/life balance is beneficial for both consultants and clients.
• You Come First – a career development program and robust training platform.
• Purpose Driven – partnering with like‑minded clients whose values line up directly with the company.

Optima Office is the place for you if…

• You are adaptable and can adjust on the fly and welcome diverse clients.
• You are technically strong – have experience in accounting, finance or HR, and can be relied upon by colleagues and clients for accurate and timely work.
• You are a pro‑active communicator with a sense of urgency for response time.
• You are kind and collaborative – a team player who works well with others.
• You are a self‑starter – take initiative and are proactive in accomplishing your goals.

Salary Range: $70 - $75 per hour

Essential Functions:

• Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
• Develop internal control policies, guidelines, and procedures for budget administration, cash and credit management, and accounting.
• Maintain current knowledge of organizational policies and procedures, federal and state policies, and accounting standards. Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
• Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources.
• Serve as company liaison with auditors (annual financial and 401K audits).
• Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.
• Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.
• Develop and maintain relationships with banking, insurance, and non‑organizational accounting personnel to facilitate financial activities.
• Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.
• Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.
• Analyze the effect of statutory accounting practices and study regulations and guidance to ensure correct application of Generally Accepted Accounting Principles.
• Responsible for hierarchy and scalability in chart of accounts and accuracy in the general ledger and financial statements.
• Review, analyze and reconcile general ledger accounts, investment transactions, in conjunction with preparing quarterly reports for management.
• Serve as point of resolution of Accounts Receivable/Accounts Payable issues.

Additional Perks and Benefits:

• All positions can be full time, part time, in person, or hybrid. Remote work most of the time is an option.
• 401(k) with company match up to 50% of the first 6%.
• Competitive pay with revenue sharing for salaried individuals.
• Medical, Dental, Vision & Life Insurance.
• Vacation, Sick and Holiday Pay.
• Bonusly – Peer to Peer Recognition Program.
• Mentorship program.
• Happy hours and more!

Requirements

• Bachelor’s degree in Accounting, Finance or Business‑related field.
• Minimum 7-10 years of experience in accounting plus 3 years of controller experience.
• The ideal candidate possesses leadership and supervisory capabilities, solid operational and technical accounting skills, and works proactively to drive results.
• Willing and able to work in a hybrid capacity – 3 days in office (San Diego).
• Must be PC proficient and able to thrive in a fast‑paced setting.
• Must have strong experience with Microsoft Excel.
• Self‑starter, flexible, high level of integrity, action and goal‑oriented in a fast‑paced, team‑oriented, collaborative environment.
• Thorough knowledge of general accounting, including application of general accounting theory.
• Ability to develop and maintain strong client relationships.
• Demonstrated mentoring, coaching and organizational administrative skills.
• Self‑managed and ability to work independently while managing multiple projects and deadlines.
• Strong communication skills, written and verbal.

Preferred Qualifications

• CPA or MBA.
• Experience with QuickBooks and/or another automated accounting system.
• Experience working in a consulting environment or professional services firm.
• Appfolio, QuickBooks, Netsuite, Intacct, Yardi, Deltek experience.