Controller - CAAS Outsourcing

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

About the role:

CLA is looking to hire a Controller for our Client Accounting and Advisory Service (CAAS) who can sit in our Southern California offices, preferably Century City or Pasadena. This role will primarily assist our Business Management/Family Office clients. Our CAAS practice helps our clients transform their business with a collaborative approach that allows them to seamlessly mitigate risk, overcome challenges, meet deadlines, and identify personnel to help them with their workforce needs.

As a Controller, you will:

• Assist the accounting team to record complex transactions
• Review complex account reconciliations prepared by the accounting team
• Complete the monthly, quarterly, and annual adjusting and closing process.
• Adhere to the client’s organizational policies and procedures, federal and state policies and directives, and current accounting standards. 
• Provide detailed review of the general ledger, financial statements and required work papers
• Analyze and interpret financial information and regularly present to the client’s leadership
• Develop budgets, analyze variances and implement corrective actions as needed
• Review payroll and payroll tax compliance
• Ensure overall responsiveness to client requests and sustain client relationships as a close associate to the Principal.
•  Point person on asset acquisitions and dispositions, client loans, cooperative applications, etc.
•  Provide guidance on the client’s insurance plan (includes homeowners, personal liability, auto, etc.; business, if applicable, life, long term care, disability).
•  Facilitate client onboarding process with support from Principal.
•  Provide guidance on year-end payroll including bonus payrolls to officers from loan out entities.
•  Develop working knowledge of retirement plans, gift and estate planning concepts.
•  Be responsible for understanding the Client’s organization and structure, knowing the product/services and keeping abreast of Client news and changes.
•  Prepare loan applications.
•  Preparation of more complex investment analysis reports and understand the underlying asset classes.
•  Tracks residual, profit participant and fee income payments.
•  Anticipate and address client concerns and escalating problems proactively and as they arise.

What you will need:

• A BS degree in accounting or related field required.
• 6 years relevant work experience as a Controller or equivalent is required.
• Accounting back-office experience is required.
• Relevant experience in Business Management/Family Office accounting is required.
• Experience in entertainment and sports industry preferred.
• Public accounting experience preferred but not required.
• CPA certification is preferred but not required.
• Aptitude for developing and maintaining a thorough working knowledge of accounting software and systems. AgilLink experience is preferred.
• Proficiency with applicable software (Microsoft Excel, Word, Outlook, etc).
• Ability to travel to local client sites.

Our Perks:

• Flexible PTO (designed to offer flexible time away for you!)
• Up to 12 weeks paid parental leave
• Paid Volunteer Time Off
• Mental health coverage
• Quarterly Wellness stipend
• Fertility benefits
• Complete list of benefits here

The wage range for this position is: $111,000 – $187,000

Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

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Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.
 
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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits click here.