KBF Advisory
Controller, Managed Accounting Services
KBF Advisory, San Francisco, California, United States, 94199
Join to apply for the
Controller, Managed Accounting Services
role at
KBF Advisory .
KBF is a recognized tax, audit, and advisory leader, providing a comprehensive range of services designed to support our clients’ growth and expansion. Our culture combines the energy and flexibility of a start‑up with the opportunity to develop and advance a career based on your strengths and interests.
Responsibilities
Serve in a client‑facing role, emphasizing business development (approximately 15% of time) and relationship building while consistently delivering client work at a premium level.
Act as a hands‑on, working manager willing to roll up sleeves and ensure work is completed accurately and efficiently.
Proactively identify and solve challenges by developing a deep understanding of each client’s business; leverage full‑cycle accounting experience to ensure accurate transaction recording and streamline client accounting processes.
Plan, assign, and review work performed by bookkeepers, ensuring accuracy and providing feedback for improvement; assist in implementing new tools and software.
Own the monthly, quarterly, and year‑end financial close processes for multiple clients simultaneously, including assigned journal entries, balance sheet account reconciliations, accruals, and complex accounting items. Develop a detailed close plan for each client and ensure all tasks are completed prior to a formal review with the Director of Managed Accounting Services.
Proactively manage project deadlines to ensure deliverables align with client expectations and timelines.
Collaborate with the Managed Accounting Services and Tax teams regarding technical matters, progress of projects, tasks, and associated budgets.
Review client financial performance on a monthly basis and make recommendations for improvement.
Assist clients with proper recording of transactions related to revenue recognition (ASC 606), equity and leases to ensure GAAP compliance.
Collaborate with team members to recommend process improvements and KPIs/Dashboard enhancements.
Perform other related duties as necessary or assigned.
Comply with the firm’s policies and procedures, such as timesheet submission and attendance policy.
Qualifications & Requirements
Bachelor’s degree in accounting or a related field.
CPA license.
Previous work experience as a Controller or similar role.
In‑depth working knowledge of U.S. Generally Accepted Accounting Principles (GAAP).
Ability to learn and work in multiple accounting systems; prioritize multiple tasks in a fast‑paced, high‑volume environment.
Advanced level MS Excel skills.
Excellent organizational skills and attention to detail.
Motivated, quick learner with strong communication skills and demonstrated professionalism.
Able to work independently and as part of a team to see projects through to completion.
Eligibility to work in the U.S.
Location & Hybrid Hybrid – San Francisco, CA. The role requires a client‑facing presence in San Francisco while allowing for a flexible hybrid work arrangement.
Compensation The estimated current salary range for this role is $130,000 to $180,000, based on skills, experience, and geographic location.
Benefits KBF offers a comprehensive range of quality benefits, including medical, dental, 401(k), pension, and more, to help protect your health, your family, and your way of life.
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Controller, Managed Accounting Services
role at
KBF Advisory .
KBF is a recognized tax, audit, and advisory leader, providing a comprehensive range of services designed to support our clients’ growth and expansion. Our culture combines the energy and flexibility of a start‑up with the opportunity to develop and advance a career based on your strengths and interests.
Responsibilities
Serve in a client‑facing role, emphasizing business development (approximately 15% of time) and relationship building while consistently delivering client work at a premium level.
Act as a hands‑on, working manager willing to roll up sleeves and ensure work is completed accurately and efficiently.
Proactively identify and solve challenges by developing a deep understanding of each client’s business; leverage full‑cycle accounting experience to ensure accurate transaction recording and streamline client accounting processes.
Plan, assign, and review work performed by bookkeepers, ensuring accuracy and providing feedback for improvement; assist in implementing new tools and software.
Own the monthly, quarterly, and year‑end financial close processes for multiple clients simultaneously, including assigned journal entries, balance sheet account reconciliations, accruals, and complex accounting items. Develop a detailed close plan for each client and ensure all tasks are completed prior to a formal review with the Director of Managed Accounting Services.
Proactively manage project deadlines to ensure deliverables align with client expectations and timelines.
Collaborate with the Managed Accounting Services and Tax teams regarding technical matters, progress of projects, tasks, and associated budgets.
Review client financial performance on a monthly basis and make recommendations for improvement.
Assist clients with proper recording of transactions related to revenue recognition (ASC 606), equity and leases to ensure GAAP compliance.
Collaborate with team members to recommend process improvements and KPIs/Dashboard enhancements.
Perform other related duties as necessary or assigned.
Comply with the firm’s policies and procedures, such as timesheet submission and attendance policy.
Qualifications & Requirements
Bachelor’s degree in accounting or a related field.
CPA license.
Previous work experience as a Controller or similar role.
In‑depth working knowledge of U.S. Generally Accepted Accounting Principles (GAAP).
Ability to learn and work in multiple accounting systems; prioritize multiple tasks in a fast‑paced, high‑volume environment.
Advanced level MS Excel skills.
Excellent organizational skills and attention to detail.
Motivated, quick learner with strong communication skills and demonstrated professionalism.
Able to work independently and as part of a team to see projects through to completion.
Eligibility to work in the U.S.
Location & Hybrid Hybrid – San Francisco, CA. The role requires a client‑facing presence in San Francisco while allowing for a flexible hybrid work arrangement.
Compensation The estimated current salary range for this role is $130,000 to $180,000, based on skills, experience, and geographic location.
Benefits KBF offers a comprehensive range of quality benefits, including medical, dental, 401(k), pension, and more, to help protect your health, your family, and your way of life.
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