The Aldrich Group of Companies provides financial, wealth, tax, and business transition strategies and services to clients. With offices across the West Coast of the U.S., Aldrich has worked closely with businesses, business owners, and individuals for more than 50 years to understand and help deliver on their growth goals. Aldrich includes one of the U.S.’s Top 100 Accounting Firms, which provides tax, advisory, and consulting services to businesses and individuals, with deep expertise across an array of industries. Aldrich includes the following professional services firms: Aldrich CPAs + Advisors LLP, Aldrich Wealth LP, and Aldrich Capital LP.
strategic consulting • tax planning • audit services • accounting & bookkeeping • business valuation
201 - 500 employees
February 18
🐻 Alaska – Remote
🌵 Arizona – Remote
+9 more states
💵 $115k - $135k / year
⏰ Full Time
🟠 Senior
🔴 Lead
⛔️ Financial Controller
🦅 H1B Visa Sponsor
The Aldrich Group of Companies provides financial, wealth, tax, and business transition strategies and services to clients. With offices across the West Coast of the U.S., Aldrich has worked closely with businesses, business owners, and individuals for more than 50 years to understand and help deliver on their growth goals. Aldrich includes one of the U.S.’s Top 100 Accounting Firms, which provides tax, advisory, and consulting services to businesses and individuals, with deep expertise across an array of industries. Aldrich includes the following professional services firms: Aldrich CPAs + Advisors LLP, Aldrich Wealth LP, and Aldrich Capital LP.
strategic consulting • tax planning • audit services • accounting & bookkeeping • business valuation
201 - 500 employees
• Oversee G/L accounting, month-end close, management reporting, and forecasting—serving as a trusted advisor shaping our clients’ success. • Assist staff with accounting questions and issues as they arise • Develop month-end close procedures and internal controls • Review account reconciliations, adjusting journal entries, financial statements, and other workpapers • Participate in transaction processing by developing AR, AP, and Payroll procedures and internal controls, reviewing payroll runs, and monitoring cash positions • Review supplemental information related to ratio and KPI reports, budget vs. actual reports, and consolidated schedules • Help facilitate clients' annual budgeting process and prepare budgets, forecasts, and projections • Prepare tax and audit reporting packages for clients' tax provider and answer questions • Manage all aspects of the client relationship • Coordinate and plan service delivery to clients, including conducting monthly meetings • Participate in the creation and development of processes and infrastructure designed to service clients • Work directly with clients on follow-up items from meetings or initiate follow-through on new initiatives • Analyze client financial information, assess needs, and determine advanced strategies • Develop and mentor Accounting Clerks and Senior Accountants through training and effective performance feedback - ensuring responsibilities are consistent with skills and development goals
• Licensed CPA • 7+ years of private/public accounting experience, working with businesses in the $1 million to $20 million in revenue range • Strong attention to detail • Proven experience building relationships, developing people, and managing teams • High level of understanding of internal accounting processes and GAAP accounting standards • Extensive knowledge in the Microsoft 365 Suite
• Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care • Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing • Time Off: 5 weeks of vacation and sick leave, 10 Paid Holidays, 16 Hours of Volunteer Time, Paid Sabbaticals and Paid Parental Leave
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