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Assistant Controller

Works with the Controller and accounting team to direct general accounting and internal control support; direct month-end close process to ensure all SOX and  deadlines are met, review journal entries, general ledger account balance reconciliations and trial balances for accuracy; responsible for billing, revenue recognition, and various accounting duties as outlined below. This is a hands on role but also supervise 2 Sr. Accountants. Highly prefer experience working in corporate accounting dept and/or reporting to a parent company which is a global fortune 500 company.

essential duties and responsibilities 

  1. Direct month-end close process to ensure all SOX deadlines are met
  2. Manage revenue recognition; confirm revenue generation is calculating correctly, calculate and enter Enterprise Licensing revenue.
  3. Ensure all revenue including consulting, Enterprise agreements, etc. is recognized in accordance with US GAAP (ASC 605).  Work with Senior Operations Analyst to maintain documentation to support significant judgments.
  4. Manage client billing by reviewing all inputs, including contract fees, consultant expenses and participant fees, to meet/exceed client expectations.
  5. Set up all client projects, plans and billing terms in the accounting/CRM system.
  6. Manage billing forecast which includes weekly updates analysis of trends and accuracy of data
  7. Review US and UK payroll for accuracy and completeness, and record payroll activity in the GL.
  8. Review of US and EMEA GL detail, Trial Balances, P&L (LTM)
  9. Prepare monthly variance analyses (CCA) for Month-over-month, Quarter-over-Quarter, current YTD vs. prior YTD for selected TB accounts
  10. Review journal entries for accuracy and reasonableness and record in GL.
  11. Review account reconciliations and ensure reconciling transactions and discrepancies are resolved in a timely manner
  12. Review intercompany activity, foreign exchange (FX) revaluations, gains and loss, schedules to support the SEC reporting process and earnings release
  13. Review quarterly UK VAT returns, UK EC Sales Filing, Canadian GST/HST returns, annual surveys and other tax filings
  14. Develop and maintain a strong working relationship with the Corporate Accounting/Tax and Treasury teams; respond to corporate requirements and inquiries, including confirmation of monthly account balances (H&S Grid), response to annual tax questionnaire, address Treasury cash flow questions, and other analyses, as required.
  15. Work closely with internal Payroll, HR, Operations and accounting teams
  16. Recommend enhancements to the month-end close process and other accounting processes
  17. Manage internal and external PBC audit requirements, including preparation and review of supporting documentation and adherence to due dates
  18. Ensure compliance with internal control policies and procedures including coordinating with team members to ensure the control matrix is complete and accurate, controls are completed in a timely manner without exception and supporting documentation is maintained.
  19. Strong knowledge and understanding of generally accepted accounting principles (GAAP), general accounting process and internal control elements (including Sarbanes-Oxley and COSO 2013)
  20. Complete 24 hours of professional education/training (CPE) per year as required to comply with controls implemented by the company in accordance with COSO 2013

  education and/or experience

Bachelor’s degree (B.A. or B.S.) from a four-year college or university in Accounting, and 8+ years of accounting experience in accounting and financial systems required.  Advanced skill level in Microsoft Excel required (pivot tables, vlook-up required.  Cube experience a plus.)  Knowledge of PeopleSoft General Ledger, HFM and/or Deltek a plus. CPA is a must or in process.

work environment

This is a professional, collaborative, positive, and supportive work environment. Due to the nature of their work must be open to change and self-improvement to contribute to company and individual goals.



Works with the Controller and accounting team to provide general accounting and internal control support; prepare journal entries and analysis; complete month-end close and ensure general ledger account balances and trial balances are accurate; perform various accounting duties as outlined below.


  1. Analyze accounts and ensure journal entries are recorded timely during the month-end close process (prepaid expenses, accruals, amortization of accretion an intangible assets)
  2. Complete and review monthly account analyses by reconciling transactions and resolving discrepancies
  3. Manage intercompany activity, confirmations with parent/sister companies, settling intercompany balances
  4. Prepare and record foreign exchange (FX) revaluations, gains and losses
  5. Prepare financial analyses and variance explanations for management
  6. Review monthly P&L and balance sheet activity for accuracy and completeness
  7. Provide key analytical schedules to support the SEC reporting process and earnings release
  8. Review and recommend enhancements to the month-end close process and other accounting processes
  9. Prepare and review reports supporting internal and external audits
  10. Strong knowledge and understanding of generally accepted accounting principles (GAAP), general accounting process and internal control elements (including Sarbanes-Oxley and COSO 2013)
  11. Work closely with Payroll, HR, Operations and accounting teams
  12. Complete 24 hours of professional education/training (CPE) per year as required to comply with controls implemented by the company in accordance with COSO 2013


education and experience

Bachelor’s degree (B.A. or B.S.) from four-year college or university in Accounting/Finance or Business, and 4-5 years of accounting experience. Must have excellent communication skills, worked with auditors and hands on experience with month end closing. Knowledge of PeopleSoft, Oracle and/or Deltek a plus.  Must have CPA or in process, worked with public accounting. Highly prefer experience working for a subsidiary that reports to a parent company.





An L.A. based real estate investment firm specializing in land development and income producing residential properties is seeking a Financial Analyst who is responsible for a variety of tasks in the areas of real estate investments, finance, and asset management. You will learn and develop a broad range of financial, real estate underwriting, analytical, negotiation and presentation skills.

  • Evaluate and screen potential acquisitions for match with company’s investment criteria.
  • Gather property specific & market information by researching a variety of sources including industry, regulatory, and economic information, demographic data and property information.
  • Communicate with brokers, property managers, owners and consultants to inform accurate property valuation.
  • Assist in preparing initial asset level business plan, including documentation of strategy and forecast of financial performance.
  • Prepare senior management and investors reporting packages, including actual-to-budget and forecast-to-budget variance analysis and cash forecasting.

Bachelors and/or Masters Degree in Real Estate, Finance, Economics, or related field with 2 yrs of experience in acquisition and financial analysis, private equity, real estate investments or investment banking. Highly prefer multi- family real estate experience.




Real Estate Development & Investment Company is looking to add to staff a new position due to growth.


The Director of Marketing is responsible for leading real estate marketing campaigns and educate clients about the firm’s products and services.


  • Responsible for team building
  • Create policies and protocols within the marketing department
  • Plan, develop, and execute marketing programs such as direct mailings, social media campaigns, client seminars, online webinars, and publicity events
  • Design and direct the implementation of the marketing plan to meet organizational objectives
  • Prepare and coordinate materials for real estate trade shows and promotional activites that target real estate funds, private equity companies, developers, investors, home builders, and owners
  • Create sales collateral
  • Oversee the marketing budget for the company and each individual
  • Administering the client database and keep it up to date
  • Establish and review department performance data to monitor and measure productivity, progress, and activity levels for marketing plans and projects
  • Manage the whole marketing campaign process for new and existing real estate properties via various media outlets
  • Establishes public relations and open communication with executive management, tenants, vendors, community leaders, and staff to develop marketing concepts and branding ideas


  • BA/BS degree in Marketing, Advertising, Communications, Business Administration, or related field with strong record of academic achievement; MBA preferred.
  • Minimum of 5 years of Marketing or Advertising experience, within the real estate industry would be a plus
  • Must be proficient in Word, PowerPoint, Excel, SalesForce, and other software applications
  • Strong interpersonal, writing, and oral communication skills
  • Must be highly organized, proactive, sales-focused, and creative
  • Outgoing and friendly personality, multi-tasker, creative problem solver


Human Resources



Reports to the COO in regards to all HR duties for staff of 20 at corporate and 80-100 total with 36 properties (both commercial and residential).

Responsible for all duties involved with human resources, including, processing of all new hires and terminations, all employee orientations and exit interviews; all online payroll administration through their HR Consulting Company, including the administration of Section 125 and familiarity with FSA and HSA benefits.   Responsible for coordinating insurance renewals.  Processing and maintaining all unemployment claims and worker’s compensation claims;  compilation of the Employee Handbook by working closely with labor attorneys;  attending seminars to keep abreast of new labor laws; organizing all company parties, special events, birthdays and anniversaries;  maintenance of all employee files. Serve as  member of the management team.  Work closely with CEO and COO with regards to annual raises and employee reviews.  Work with insurance brokers to determine the best possible medical/dental plan for the company.  Employee relations and mediator for many employee related problems.  Deal with government agencies for all garnishments and employee lawsuits.





Financial Services Company involving commercial real estate & financing.

Salary:  Base + Commission = 120-150K+ in  1st yr,  Top Producers earn 150-200K annually.  Some long term VP of Acquisitions earn 500K per year.  Excellent benefits including 401K plan. Degree is a must, MBA+

To be successful must be self motivated, excellent follow up skills,  develop outstanding rapport with people, and have a good understanding of finance, good with math, #’s.  Industry experience preferred is commercial real estate, financial services, legal or banking.


The Sales Associate position is critical to the success of their company. As the driver of new business, this sales associate is responsible for:

  • Developing, managing and accurately forecasting their own sales acquisition pipeline
  • Generating new leads within their territory
  • Contacting prospects from our database
  • Managing their transactions from inception through closing
  • Coordinating and directing all sales activities, including sales consulting resources used during the    sales cycle
  • Negotiating business terms according to corporate guidelines
  • Exceeding monthly corporate standards and metrics
  • Combo of inside and outside sales- travel to Western Region of U.S. as needed. Most business is local.
  • Degree, MBA+
  • Self generate leads and some leads are given. Appt. setters help with setting of appts.
  • Strong training program with 90 days paired with a Sales Mgr, online training, and one on one training and on-going mentoring


  • Minimum 3+ years of corporate sales experience
  • Highly prefer experience in closing commercial real estate transactions or selling financial products
  • Strong communication and interpersonal skills both on the phone and in person
  • Ability to make effective presentations to high-net worth individuals
  • Highly motivated, self-starter who can excel in an entrepreneurial environment
  • Bachelor’s degree or equivalent experience in a sales organization
  • Working knowledge of Microsoft Office Suite








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