Get in touch! : 818-444-0100 or info@equisdifference.com


Westlake Village, Ca

Post Date: 08/06/2018 Job ID: http://www.bosmaxhire.net/cp/?E85E6B361D43515B7B591A653A501E6D05627F Industry: Accounting Pay Rate: 120000.00 - 150000.00 per year (Full-time / Perm)
Date Created : 8/6/2018 12:01:09 PM
Category : Accounting
Location/City : Ca - Westlake Village
Job Type : Full-time / Perm
Salary Range : 120000.00 - 150000.00 per year (Full-time / Perm)
Recruiter Name : Lisa Knupp
Recruiter Email : lknupp@equisdifference.com

We are looking for a Controller for a Financial Planning & Investment institution with an emphasis on Real Estate investments.  

Duties:  You will manage a team of 3 in Accounting.  Your team will be responsible for AP/AR, Payroll, Bank reconciliations and inter company allocations and transfers.

In addition to supervising, you will be very hands on with the following:
  • Prepare financial and managerial reports
  • Consolidations
  • Notes to financial statements
  • Budget vs. Actual reports
You will also:
  • Coordinate and supervise the preparation and filing of the Tax returns with external tax firm.
  • File required financial reports to regulators (FINRA, SEC, Department of Real Estate, etc)
  • Coordinate and supervise financial audits
  • Financial modeling for prospective business opportunities
  • Employee benefits coordination, reporting and discrimination testing
You will ideally posses:
  • Credentials: CPA, CMA
  • Licenses: FINRA Series 27/28 (Financial & Operations Principal)
  • REIT Testing
  • Tax Accounting
  • Audit
  • Business Valuations
  • Interpersonal Skills: teamwork, well-organized, analytical, problem solver, strong communication and writing skills
Keywords: Real estate / REIT; Private Investment Companies; Financial Services Companies, FINRA, Series 27/28, CMA, CPA

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