Assistant Controller

Company Overview : A.O. Reed & Co. is a premier Southern California commercial mechanical contractor that has been a leader in the industry since 1914. We build and service everything from high-rise buildings to state-of-the-art laboratories. We are looking for an Assistant Controller who will not only drive our financial operations but also become a vital member of the A.O. Reed team. About the RoleA.O. Reed & Co., a Legence company, is seeking a highly motivated Assistant Controller to join our team in San Diego, CA. This is a full-time, in-office position. The Assistant Controller plays a key role in financial reporting, compliance, and operational support, working closely with the Senior Controller and cross-functional teams.

Key Responsibilities

Assist in the preparation and consolidation of annual budgets, interim forecasts, and corporate reporting. Prepare and analyze internal KPI dashboards, monthly, quarterly, and year-end financial statements and related schedules. Oversee the month-end close process, including journal entries, account reconciliations, and accruals. Participate in the annual audit and quarterly review procedures; ensure timely and accurate documentation for external auditors. Fully utilize ERP software to achieve financial and operational objectives on a timely basis. Assist in tax documentation preparation and prepare schedules that will help support the data. Collaborating with the IT department to maintain financial records and system processes. Identify workflow gaps and coordinate process improvements to streamline operations. Ensure efficient policies, procedures, and internal controls are in place and followed. Maintain and monitor capital expenditures and fixed asset accounting (depreciation, additions, disposals). Manage AR, AP, job costing/contracts, and the general ledger. Maintain effective percentage of completion accounting and project forecasting in collaboration with project managers. Prepare monthly reports for projects, collections, billings, contracts, and WIP (Work in Process) reporting. Lead or support various operational and financial analyses and ad hoc reporting as requested by management or corporate. Participate in continuous improvement. Other duties and analyses as assigned.

Education and Experience

Bachelor’s degree in accounting or finance required. CPA license strongly preferred. Minimum 7 years of accounting experience in a corporate or Big 4 public environment. Background in the construction industry, including expertise in ASC 606 and percentage of completion accounting preferred. Firm knowledge of Generally Accepted Accounting Principles (US GAAP). Experience maintaining and documenting internal controls; familiarity with SOC 1 and SOC 2 reporting standards.

Essential Knowledge, Skills, and Abilities

Proficiency with MS Office (Excel, Outlook, Word); experience with Viewpoint Spectrum and OneStream a plus. Excellent analytical, critical thinking, and problem-solving abilities. Strong attention to detail; rigorous, methodical, and results driven. Ability to manage multiple priorities and projects with competing deadlines. Effective communicator with polished written and verbal skills. Demonstrated leadership and team development skills. High ethical standards, objectivity, and commitment to confidentiality. Adaptable and capable of working in a fast-paced environment. Ability to work independently with limited supervision.

Supervisory Responsibilities: This role has no direct supervisory responsibilities Travel: Occasional travel may be required, including overnight stays as needed for business operations. Background Check & Drug Screening: Employment is contingent upon successful completion of a pre‑employment background check and a pre‑employment drug screen. All screenings are conducted in accordance with applicable federal, state, and local laws.Physical demands/work environment: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Project timelines and work volume / deadlines may often require working outside of standard office hours, weekend, or evening work. Regular, reliable and predictable attendance is necessary in order to perform the essential functions of this position. Physical RequirementsThis position primarily involves sedentary office work. The employee must be able to sit, use a computer, communicate effectively, and perform the essential functions of the role with or without reasonable accommodation. Regular attendance and the ability to work outside standard hours on occasion may be required based on business needs. Compensation: $120k-$150k, depending on experience.