Controller - CAAS Outsourcing

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Pasadena, CA
In-Office
111K-187K Annually
Fintech
The Role

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.

#LI-MK1

Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.
 
Click here to learn about your hiring rights.

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.

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The Company
Century City, California
6,732 Employees
Year Founded: 2012

What We Do

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 7,000 people, 120 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com.

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