Our client in the financial services industry is looking for a Controller to join their team in Walnut Creek


Job Description:

  • Manage accounting, payroll, treasury, budgeting, audit and tax
  • Perform financial reporting and forecasting
  • Responsible for year-end closes
  • Manage software systems and records
  • Review and suggest improvements to policies and procedures



  • CPA license
  • Experience in investment or related industries preferred
  • Strong knowledge of GAAP
  • Proficient with the Microsoft Office Suite, including strong Excel skills and Intacct experience
  • Excellent verbal, written and interpersonal communication skills
  • Able to communicate with professionals at all levels
  • Able to be discreet with confidential/sensitive information
  • Able to manage multiple priorities with accuracy and efficiency while meeting deadlines
  • Detail-oriented
  • A team player
  • Strong work ethic



  • Bachelor’s degree in related field and a minimum of 10 years’ relevant experience

Ref #22068


Elizabeth ValadezController