Candidate Profile #418006

California – San Diego Area – Bank Controller/CFO

• Years of Related Experience: 17+
• Minimum Salary: $180K 
• Work Area:  San Diego, California
• Experience:
  • Collaborate closely with the CFO and Financial Analyst in preparing comprehensive budgets to deliver strategic financial insights.
  • Maintain financial accounting to ensure proper, complete, and accurate record-keeping of accounting transactions are performed according to Generally Accepted Accounting Principles (GAAP).
  • Transformed financial reporting by creating an Excel-based variance file for executive leadership, enabling better analysis of account changes, expenses, and income to drive data-driven decision-making, board reports, budgets, and audit preparation.
  • Streamlined month-end close process by delegating tasks, implementing a checklist, and providing tailored training, while offering expert guidance on adjusting journal entries, resulting in improved workload distribution and better staff accountability.
  • Optimized 1099 processes by streamlining new vendor procedures, providing comprehensive training for Accounts Payable Specialists, improving vendor files, and partnering with IT to update vendor records for Form 1099 reporting and Form 1096 filing.
  • Efficiently oversee the preparation of monthly financial statements, other financial and statistical reports, and month-end and year-end closing activities while coordinating and assigning duties to the accounting staff as needed.
  • Audit financial statement trends and variance analyses to help determine accuracy of financial results, and ensure general ledger accounts are properly reconciled in accordance with company guidelines.
  • Demonstrate a strong commitment to regulatory compliance by diligently ensuring the accuracy and prompt submission of regulatory call reports.
  • Serve as a liaison to outside auditors and regulators in order to facilitate the audit and examination process.
• Leadership Experience:
  • Direct full-cycle accounting operations, managing a high-performing team of associates.
  • Provide training, guidance, and direction to employees to ensure work is performed in an efficient, timely, and knowledgeable manner, regularly conducting performance reviews and salary recommendations when applicable.
• Education:  Master’s degree in Accounting and a Bachelor’s degree in Business Administration in Finance. 
• Reference #:  418006
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