Optima Office, Inc.
Overview
Description of the Controller role at Optima Office. The position oversees the accounting department and is responsible for financial statements, general ledger, payroll, AR and AP, budgeting, taxes, and related special projects. The Controller supervises accountants and other accounting staff, creates a month‑end close process and checklist, and acts as liaison between the company, clients, and outside CPAs. What to Expect Starting at Optima Office as a Controller
Flexibility – you will be paired with clients that allow you to work the hours you prefer. Work/Life Balance – a healthy balance to spend time with family or pursue hobbies. You Come First – career development program plus robust training. Purpose Driven – partner with like‑minded clients for mutual benefit. Responsibilities
Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties. Develop internal control policies, guidelines, and procedures for budget administration, cash and credit management, and accounting. Maintain current knowledge of organizational policies, federal and state policies, and accounting standards. Prepare or direct the preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or regulatory reports. Provide direction and assistance to other units regarding accounting and budgeting policies and efficient use of financial resources. Serve as liaison with auditors for annual financial and 401(k) audits. Analyze financial details to identify development opportunities and areas for improvement. Monitor cash flow and reserve levels to ensure compliance with legal and regulatory requirements. Develop and maintain relationships with banking and accounting personnel to facilitate financial activities. Receive, record, and authorize disbursement requests per company policies. Coordinate audits and ensure GAAP compliance. Ensure proper account hierarchy and accuracy in the general ledger and financial statements. Review and reconcile general ledger accounts and prepare quarterly reports for management. Serve as point of resolution for Accounts Receivable/Accounts Payable issues. Required Education and Experience
Bachelor’s degree in Accounting, Finance or Business-related field required; CPA or MBA a plus. Minimum 7–10 years of accounting experience plus 3 years of Controller experience. Strong leadership and supervisory capabilities with solid operational and technical accounting skills. Proficiency with PC, QuickBooks or similar accounting systems, and strong Microsoft Excel skills. Self-starter, flexible, high integrity, action‑ and goals‑oriented in a fast-paced, collaborative environment. Thorough knowledge of general accounting theory and ability to develop and maintain client relationships; mentoring and organizational skills. Ability to work independently while managing multiple projects and deadlines. Experience in a consulting or professional services environment preferred. Strong written and verbal communication skills; experience with Appfolio, QuickBooks, Netsuite, Intacct, Yardi, or Deltek is a plus. Additional Perks and Benefits
All positions can be Full Time, Part Time, In Person or Hybrid. Remote work is an option; occasional in-person meetings with clients may occur. 401K with company match up to 50% of the first 6% of eligible compensation. Competitive pay with revenue sharing for salaried individuals. Medical, Dental, Vision, & Life Insurance. Vacation, Sick and Holiday Pay. Mentorship program, recognition program, and social events.
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Description of the Controller role at Optima Office. The position oversees the accounting department and is responsible for financial statements, general ledger, payroll, AR and AP, budgeting, taxes, and related special projects. The Controller supervises accountants and other accounting staff, creates a month‑end close process and checklist, and acts as liaison between the company, clients, and outside CPAs. What to Expect Starting at Optima Office as a Controller
Flexibility – you will be paired with clients that allow you to work the hours you prefer. Work/Life Balance – a healthy balance to spend time with family or pursue hobbies. You Come First – career development program plus robust training. Purpose Driven – partner with like‑minded clients for mutual benefit. Responsibilities
Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties. Develop internal control policies, guidelines, and procedures for budget administration, cash and credit management, and accounting. Maintain current knowledge of organizational policies, federal and state policies, and accounting standards. Prepare or direct the preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or regulatory reports. Provide direction and assistance to other units regarding accounting and budgeting policies and efficient use of financial resources. Serve as liaison with auditors for annual financial and 401(k) audits. Analyze financial details to identify development opportunities and areas for improvement. Monitor cash flow and reserve levels to ensure compliance with legal and regulatory requirements. Develop and maintain relationships with banking and accounting personnel to facilitate financial activities. Receive, record, and authorize disbursement requests per company policies. Coordinate audits and ensure GAAP compliance. Ensure proper account hierarchy and accuracy in the general ledger and financial statements. Review and reconcile general ledger accounts and prepare quarterly reports for management. Serve as point of resolution for Accounts Receivable/Accounts Payable issues. Required Education and Experience
Bachelor’s degree in Accounting, Finance or Business-related field required; CPA or MBA a plus. Minimum 7–10 years of accounting experience plus 3 years of Controller experience. Strong leadership and supervisory capabilities with solid operational and technical accounting skills. Proficiency with PC, QuickBooks or similar accounting systems, and strong Microsoft Excel skills. Self-starter, flexible, high integrity, action‑ and goals‑oriented in a fast-paced, collaborative environment. Thorough knowledge of general accounting theory and ability to develop and maintain client relationships; mentoring and organizational skills. Ability to work independently while managing multiple projects and deadlines. Experience in a consulting or professional services environment preferred. Strong written and verbal communication skills; experience with Appfolio, QuickBooks, Netsuite, Intacct, Yardi, or Deltek is a plus. Additional Perks and Benefits
All positions can be Full Time, Part Time, In Person or Hybrid. Remote work is an option; occasional in-person meetings with clients may occur. 401K with company match up to 50% of the first 6% of eligible compensation. Competitive pay with revenue sharing for salaried individuals. Medical, Dental, Vision, & Life Insurance. Vacation, Sick and Holiday Pay. Mentorship program, recognition program, and social events.
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