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Firm Controller

Company: The Execu - Search Group
Location: Santa Monica
Posted on: June 22, 2022

Job Description:

An asset management firm in California is actively seeking an experienced and hardworking professional to join their staff as their new -Firm Controller. In this role, the -Firm Controller will maintain internal controls around accounting and reporting.


The -Firm Controller will:
Review firm procedures and recommend solutions to improve efficiencies
Manage internal requests and deliverables, manage firm distributions
Partner with senior management to improve processes and policies and assist when needed in long-term organizational planning
Review operating costs and suggests cost-saving measures
Prepare -monthly, quarterly, and annual financial reporting materials for the firm's Partners and the Board of Directors
Oversee online entries, accounts payable and receivable, reconciling bank statements, credit card and investment accounts and other financial duties as required
Manage the Paychex payroll system and ensure that all tax returns and state and federal reports are filed in a timely fashion
Liaise and review firm's tax filings prepared by big 4 accounting group
Proactively communicate and coordinate with all departments at the firm around budgeting and expense management
5+ years' experience at an asset management or audit firm
Senior-level accounting experience in a financial services or investment organization
Familiarity with private investment management firm tax
Proficiency with computer platforms and applications
Ability to multitask
Excellent communication skills
Desired skills Hedge fund, VC, and/or private equity experience
Experience in an investment organization

Keywords: The Execu - Search Group, Santa Monica , Firm Controller, Accounting, Auditing , Santa Monica, California

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