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Responsibilities also cover treasury and capital expenditures, capital project draw monitoring, annual budget preparation, grant draw processing, audit data preparation, advanced Excel modeling, and communication with managers, public agencies, contractors, and the public. Qualifications require an active California CPA license and substantial planning and analysis experience.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/resumes/","Resumes",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/assistant-controller-job-description-accounting-financial-planning/257095/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/assistant-controller-job-description-accounting-financial-planning/257095.png","ImageObject",442,249,{"name":42,"@type":43},"Cart","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-21","2026-09-13",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",5,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"What does the Assistant Controller do during month-end closing and financial reporting?","Question",{"text":63,"@type":64},"Assist the Controller with month-end closing and prepare internal monthly financial statements and discussion and analysis. Reconcile and analyze balance sheet accounts monthly and maintain a monthly log of general journal entries.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"Which treasury and capital project tasks are included in the role?",{"text":68,"@type":64},"Reconcile bank accounts and handle electronic debits/credits, bank transfers, and treasury operations. Monitor and facilitate draw requests and funding for capital projects, including grant draw processing.",{"name":70,"@type":61,"acceptedAnswer":71},"What qualifications are required to be eligible for this position?",{"text":72,"@type":64},"An active California CPA license is required, along with a Bachelor’s degree in Accounting or Finance (MBA preferred). The role also expects three to five years of progressively responsible financial planning and analysis experience, with preferences for public agency and fund accounting and related experience.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},257095,1791677820,{"code":4,"msg":82,"data":83},"success",[84,89,93,98,103,108,113,118,122],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":86,"show_sort_weight":87,"slug":88},11,"Presentations",90,"presentations",{"id":90,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":91,"slug":92},12,80,"resumes",{"id":94,"doc_module":22,"doc_module_name":25,"category_name":95,"show_sort_weight":96,"slug":97},14,"Invoices",70,"invoices",{"id":99,"doc_module":22,"doc_module_name":25,"category_name":100,"show_sort_weight":101,"slug":102},15,"Posters",60,"posters",{"id":104,"doc_module":22,"doc_module_name":25,"category_name":105,"show_sort_weight":106,"slug":107},16,"Social Media",50,"social-media",{"id":109,"doc_module":22,"doc_module_name":25,"category_name":110,"show_sort_weight":111,"slug":112},17,"Forms",40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":115,"show_sort_weight":116,"slug":117},18,"Letters",30,"letters",{"id":119,"doc_module":22,"doc_module_name":25,"category_name":120,"show_sort_weight":55,"slug":121},21,"Paper Templates","papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":82,"data":127},{"doc_id":79,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":90,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":30,"language":135,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":12,"update_tm":139,"read_time":22},18829141979164,"https://eur-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","JOB DESCRIPTION  \n\n| JOB CLASSIFICATION: Assistant Controller | DEPARTMENT: Finance & Administration |\n| --- | --- |\n| JOB TITLE: Assistant Controller | EXEMPT: Yes |\n| REPORTS TO: Controller | APPROVED DATE: September 20 , 2023 |\n| APPROVED BY: Executive Director | REVISED: |\n\nJOB SUMMARY: Under the general direction and supervision of the Controller, performs a variety of highly responsible accounting, financial planning, analysis & reporting work with assignments and procedures indicated in specific terms and deliverables.  \nESSENTIAL DUTIES AND RESPONSIBILITIES: Duties may include, but are not limited to:  \nGENERAL LEDGER, FINANCIAL REPORTING, CAPITAL EXPENDITURES AND TREASURY OPERATIONS  \n􀂾 Assists Controller with month-end closing and preparation of internal monthly financial statements and Staff’s  \nDiscussion and Analysis.  \n􀂾 Reconciles and prepares analysis of all balance sheet accounts on a monthly basis.  \n􀂾 Posts and maintains monthly log of all general journal entries.  \n􀂾 Reconciles bank accounts, posts electronic debits/credits, bank transfers and treasury operations.  \n􀂾 Monitors and facilitates Draw requests and funding of Capital Projects.  \nFINANCIAL PLANNING, ANALYSIS & REPORTING  \n􀂾 Assist Controller in developing detailed financial, statistical, budgetary, and analytical studies and reports.  \n􀂾 Maintain complex Excel models focused on monthly results, short and long term planning, and project analysis  \n􀂾 Assist Controller in responding to inquiries from department managers, employees, governmental agencies, contractors , and the public regarding financial matters.  \n􀂾 Collect and compile statistical data and other information for special management reports.  \n􀂾 Prepare data for annual independent audits.  \n􀂾 Assist in preparation of annual budget and serves as budget analyst and liaison for various departments.  \n􀂾 Assist with cost accounting and capital projects and processing of Grant draws.  \nOTHER  \n􀂾 Investigates , interprets , analyzes , and prepares confidential and routine correspondence and reports on specific projects.  \n􀂾 Serves as back up for other positions and performs other duties as assigned.  \nQUALIFICATION REQUIREMENTS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Employee is responsible for performing work accurately and independently. Requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  \nEDUCATION AND/OR EXPERIENCE  \n􀂾 Active California CPA License required.  \n􀂾 Bachelors Degree in Accounting or Finance, MBA preferred.  \n􀂾 Three to five years progressively responsible financial planning and analysis experience.  \n􀂾 Public agency and fund accounting experiences preferred ; Airport experience is ideal.  \n􀂾 Large construction project/public works experience preferred.  \n􀂾 Sage 100 experience preferred.  \nGENERAL REQUIREMENTS  \nKnowledge of existing rules and regulations related to government accounting and auditing processes and requirements; automated financial systems, techniques, and practices related to government applications.  \nLANGUAGE /COMMUNICATION SKILLS  \n􀂾 Ability to read, analyze, and interpret common employment regulations, business journals, and legal documents.  \n􀂾 Strong interpersonal skills and ability to effectively and tactfully present information to, and communicate with Board members, employees, public groups, regulatory agencies and others.  \n􀂾 Possess exceptional written and verbal communication skills, including accurate grammar and business correspondence knowledge.  \nMATHEMATICAL/FINANCIAL MODELING  \nAbility to work with generally accepted accounting principles (GAAP) and acceptable practices of Governmental Accounting Standards Board (GASB), balance sheets, profit/loss statements, and mathematical concepts such as probability and statistical ","cbCaimkRzQDgMJkW","https://ap.wps.com/l/cbCaimkRzQDgMJkW","pdf",175869,"English","# Job Identification\n## Job Classification and Reporting\n# Job Summary\n# Essential Duties and Responsibilities\n## General Ledger and Financial Reporting\n## Capital Expenditures and Treasury Operations\n## Financial Planning, Analysis & Reporting\n## Other Duties\n# Qualification Requirements\n## Education and Experience\n## General Requirements\n## Language / Communication Skills\n## Mathematical / Financial Modeling\n## Reasoning Ability\n## Additional Skills and Abilities\n## Physical Demands","[{\"question\":\"What does the Assistant Controller do during month-end closing and financial reporting?\",\"answer\":\"Assist the Controller with month-end closing and prepare internal monthly financial statements and discussion and analysis. Reconcile and analyze balance sheet accounts monthly and maintain a monthly log of general journal entries.\"},{\"question\":\"Which treasury and capital project tasks are included in the role?\",\"answer\":\"Reconcile bank accounts and handle electronic debits/credits, bank transfers, and treasury operations. Monitor and facilitate draw requests and funding for capital projects, including grant draw processing.\"},{\"question\":\"What qualifications are required to be eligible for this position?\",\"answer\":\"An active California CPA license is required, along with a Bachelor’s degree in Accounting or Finance (MBA preferred). The role also expects three to five years of progressively responsible financial planning and analysis experience, with preferences for public agency and fund accounting and related experience.\"}]","Assistant Controller Job Description - Accounting & Financial Planning | PDF",1789311138]