Squar Milner - Newport Beach, CA (30+ days ago)2.8

Job Details
This position is an Accounting Department position providing support to the Firm’s Partner in Charge of Finance and Operations, CFO/COO.

The Controller is responsible for month-end closing of the Firm’s financial modules and preparation of financial statements and ad hoc reports. They are responsible for the review of all of financial transactions and activities of the Firm’s Accounting Department. The Controller is also responsible for all areas related to financial transactions, reporting and for developing and maintaining accounting principles, reports, internal controls and procedures to ensure accurate and timely financial reporting.

This position manages the Billing Manager, Accounting Manager/Supervisor, and/or general accounting department staff, as well as, the Payroll and Benefits team. This is a hands on position which also requires managing the team to ensure that work is properly allocated and completed accurately and timely, due date management is a must.

The Controller must work within tight deadlines and is involved in a multitude of accounting activities, including:

General ledger transactional review; financial reporting; accrual to cash conversion; ratio reporting; statistical and financial analysis; surveys; insurance applications; preparation of tax work papers; partner compensation reporting; budget and forecast analysis; preparation and/or financial reporting narrative; maintenance of partner ownership schedules and /or changes; time and billing revenue and collection reporting; and payroll / benefit transactions and maintenance.

Additional duties are assigned as needed, at the discretion of the COO/CFO, Managing Partner and/or Partner group. The Controller interacts with all levels of firm personnel and thus requires strong written and verbal interpersonal communication skills, as well as excellent technical skills and above average judgment.

The Controller will submit all final reports and financial statement packages to the CFO/COO for final review prior to firm wide distribution. This position seeks guidance and/or information from the CFO/COO and provides back-up support for the entire Accounting Department. Controller will conduct weekly accounting meetings. Interview, train and performance review of team, as well as make performance recommendations and serve as staff mentor for the General Accounting team.

Reporting Relationship

This position reports directly to the Partner, CFO/COO.


Financial / Analysis Reporting

Review Cash Position Report – Every Monday.

Review and/or prepare Profit Analysis reports Review and/or prepare Profit and Loss by Departments Revenue for month-end package

Preparation of Partners’ Quick Sheets

Review and/or prepare Reserve Worksheets for distribution to Partners, review Reserves Analysis

Review and/or prepare all Supplemental reports for financial package

Review and/or prepare ad hoc financial and statistical analysis as needed.

Review and/or prepare Financial Presentation, including narrative for CFO/MP review

Preparation and maintenance of Terminating partner financial and statistical report(capital/premium) analysis

Preparation of Merger financial and statistical analysis

Maintain Partner Contingent Liability Schedule

Review Special projects related to time and billing system (client and staff performance – VCA Analysis, Performance Review Analysis)

Review and/or maintain monthly VCA accrual and payout schedule

Review and/or prepare balance sheet work papers

Other special projects, financial analysis and ad-hoc reports – Upon request

General Accounting

Journal Entries (if necessary)

Review Z-Bank – Daily (when necessary, i.e. before & after Payroll day)

Review all Bank Reconciliations

Review Revenue Journal Entries- Time and Billing

Preparation and/or Review Out-Of-State Revenue

Review and/or prepare tax returns for Guam before the 20th of the month

Review Annual Property Tax Returns

Review and approve Check run report from AP Clerk; review Employee Expense Reimbursements before Payroll

Prepare Accrual to cash conversion

Review and/or multi-level financial statements and consolidated financial statements

Prepare financial narratives

Post Partner financial documents to Partner Information folder


Review Payroll Journal Entries

Review and Transmit 401K transfers and FSA 125 Transfer to make sure it reconciles to payroll

Review Partner’s T-Summary before submitting to the CFO along with the Payroll entries

Review Z-Bank and prepare Transfer fund for Payroll

Review Commission reports

Review Benefits Reconciliations

Approve all invoices related to Benefits

Special Projects

Complete all firm wide surveys from: Allinial, INSIDE Public Accounting, LA/OC/SD Business Journals, U.S. Dept of Commerce, and others

Maintain all firm contracts

Maintain Partner Life and Business Insurance Schedules

Automate reporting for financial and statistical reports, including optimization of current processes: assess current software, make recommendations, and implement new software

Assist with merger integration

Preparation of Y/E tax work papers, up to completion of firm tax returns

Knowledge, Skills and Abilities

Professional demeanor

Attention to detail

Exceptional time management skills

Strong written and verbal communication skills

Strong organizational skills

Ability to manage multiple priorities and work towards deadlines

Excellent interpersonal skills and flexibility

Experience and judgment to plan and accomplish goals

Ability to work independently and within a team

Ability to work well with all levels of internal management and staff

Ability to work in fast paced environment independently

Minimum Qualifications

Seven years’ progressive experience as Accounting Manager/Controller

System integration experience a plus

Advance level of skills in Microsoft Outlook, Word and Excel, PowerPoint, Crystal Reports, BI

Bachelor’s degree in Accounting or related field

CPA a plus

Job Location and Travel Requirements

The position is located in the Firm’s Newport Beach office and requires occasional one-day travel to the Firm’s other offices for meetings, training or supervision.

Note to Outside Recruiting Firms:
Solicitations from outside recruiting firms will not be accepted at this time. Your cooperation is appreciated.


Bachelors or better in Accounting or related field.


7 years: Several years of progressive experience as Accounting Manager/Controller
Licenses & Certifications

Cert Public Accountant