Demo

Virtual Assistant Controller

Vets Hired
San Diego, CA Full Time
POSTED ON 4/8/2025
AVAILABLE BEFORE 5/8/2025

About the job Virtual Assistant Controller

Responsibilities : What youll be doing :

  • Responsible for performing a detailed review of the financials and supporting work papers
  • Works timely to meet project deadlines established with the controller
  • Works with client to acquire the necessary information to produce the financials
  • Works with the Controller to discuss additional reporting requirements within the scope of the service agreement
  • Assists with training and developing Bill Pay Specialists and Bookkeepers
  • Supervises a team of 2 to 4 Bill Pay Specialists and Bookkeepers, assisting with training and development
  • Documents and develops client-specific processes and trains staff
  • Actively participates in client onboarding
  • Creates and develops reporting templates based on reports agreed upon in the service agreement. Works with the Controller to identify reporting needs.
  • Solves problems with peers, escalating up only to the level necessary
  • Supports both internal and external clients software needs
  • Demonstrates initiative to project lead and oversee team
  • Communicates regularly with the controller

Qualifications : What youll need for this position :

  • At least 3 years of experience in public accounting (CPA not required)
  • Experience using QBO and / or Xero
  • Experience with financial reporting
  • Understands, oversees, and reviews the information gathering of the 1099 reporting process
  • Demonstrated success in preparing and presenting accounting client deliverables
  • Excellent communication skills, including the ability to articulate financial information
  • Experience leading and mentoring other team members
  • Technical training abilities
  • Whats in it for you :

  • A people-centered culture, with fun, included among our core firm values
  • A robust training and development program designed to help you discover your distinct abilities and use them to grow yourself and the firm
  • A fast track to leadership and influence for those who pursue it
  • Excellent pay, flexibility, and benefits including health, dental, vision, life and disability insurance, 401k / profit sharing, paid holidays, flexible work arrangements, and paid leave.
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