Controller - Financial Close, GAAP Reporting & Forecasting

OPTIO Solutions, LLC

Petaluma (CA)

On-site

USD 90,000 - 130,000

Full time

7 days ago
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Benefits offered by this job

Medical, Dental, Vision, Life, AD&D, &
401(k) with company match
Tuition Reimbursement
Paid time off

Job summary

Optio Solutions, LLC is seeking a Controller to oversee the company’s accounting activities, including general ledger preparation, financial reporting, and operational analysis. The role ensures internal controls, supports budgets and forecasts, and provides analyses to Senior Management.

The position requires leadership of accounting personnel, strong GAAP knowledge, and proficiency with Excel and Microsoft Office.

Qualifications

  • BA/BS in Business with emphasis in Accounting.
  • Leadership and management of accounting personnel.
  • Broad accounting experience including ledger, GAAP reporting, research and analysis.

Responsibilities

  • Oversee month-end and year-end closes with accuracy and timeliness.
  • Prepare financial statements and analyses for management and client reporting.
  • Coordinate annual financial statement audits and support statutory audits.
  • Manage staff, including hiring, coaching and development; handle time-keeping and assignments.
  • Review commission and bonus calculations for accuracy and consistency with programs’ documentation.
  • Assist with Requests for Proposals for potential new client acquisitions.

Skills

Communication
Presentation
Organization
Excel
Detail oriented
Confidentiality
Teamwork
Professionalism

Education

Accounting degree
Leadership experience
GAAP expertise

Job description

Optio Solutions, LLC is seeking a Controller to oversee the company’s accounting activities, including general ledger preparation, financial reporting, and operational analysis. The role ensures internal controls, supports budgets and forecasts, and provides analyses to Senior Management.

The position requires leadership of accounting personnel, strong GAAP knowledge, and proficiency with Excel and Microsoft Office.

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