Assistant Controller
A.O. Reed, a Legence Company
About the role
A.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.
Key Responsibilities
- Aid 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.
- Aid in tax documentation preparation and prepare schedules that will help support the data.
- Collaborate 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.
- 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.
- Perform 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.
- Able 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.
- Able 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.
About Legence
Legence (Nasdaq: LGN) is a leading provider of engineering, consulting, installation, and maintenance services for mission-critical systems in buildings. The company specializes in designing, fabricating, and installing complex HVAC, process piping, and other mechanical, electrical, and plumbing (MEP) systems—enhancing energy efficiency, reliability, and sustainability in new and existing facilities. Legence also delivers long-term performance through strategic upgrades and holistic solutions. Serving some of the world’s most technically demanding sectors, Legence counts over 60% of the Nasdaq-100 Index among its clients.
Benefits Overview
- 401(k) Plan with Company Match: Currently match contributions dollar-for-dollar up to 4% of eligible pay; immediate vesting.
- Health & Welfare Benefits: Employer provided medical, dental, vision, prescription drug, Employee Assistance Program and accident & illness coverage.
- Life and Disability Insurance: Eligible for employer-provided Long-Term Disability, Basic Life, and AD&D Coverage, with option to purchase additional coverage per plan terms.
- Time Off: Vacation is 80 hrs/yr during your first 5 years, then 120 hrs/yr. Unused vacation rolls over up to 80 hrs (years 1–5) and 120 hrs (year 6+). Accrues each pay period, and unused accrued vacation time is paid out at separation per CA law. This is separate from CA sick leave; company holidays per policy.
- Expenses: Business travel and related expenses reimbursed per company policy.
Pay Disclosure & Considerations
Where pay ranges are indicated, please note that a successful candidate’s exact pay will be determined based relevant job-related factors, including any of the following: candidate’s experience, skills, and qualifications, as well as geographic and market considerations. We are committed to ensuring fair and competitive compensation for all employees and comply with all applicable salary transparency laws.