Assistant Controller

Our client in the financial services industry is looking for an Assistant Controller to join their team in the Santa Barbara  County


Job Description:

  • Oversee Accountant
  • Manage daily, monthly and quarterly reconciliations
  • Process Restricted Stock (RSA) and stock options
  • Gather audit documentation
  • Conduct tax accrual and payments
  • Prepare 1099, 571L and Sales and Use Tax Reporting
  • Prepare and submit Fixed Assets, FFIEC quarterly call report
  • Preform payroll posting and investment posting
  • Assist Controller on Annual Report and Proxy Statement
  • Help finance team



  • CPA license
  • Strong knowledge of GAAP
  • Proficient with the Microsoft Office Suite, including strong Excel skills and financial ERP systems
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to communicate with professionals at all levels
  • Able to work independently and take initiative
  • Able to work on multiple projects with accuracy and efficiency, while keeping to deadlines
  • Detail and goal-oriented
  • A team player
  • Strong work ethic



  • Bachelor’s degree in accounting or related field and a minimum of 3 years’ relevant experience

REF#: 20664


Dora DangAssistant Controller