Westlake Village, Ca
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 : firstname.lastname@example.org
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
- Notes to financial statements
- Budget vs. Actual reports
- 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
- Credentials: CPA, CMA
- Licenses: FINRA Series 27/28 (Financial & Operations Principal)
- REIT Testing
- Tax Accounting
- Business Valuations
- Interpersonal Skills: teamwork, well-organized, analytical, problem solver, strong communication and writing skills