Controller
Optima Office, Inc. · San Diego Metropolitan Area · 1 mo ago
On-siteAccountingPart-time
We need to output HTML fragment with sections: About the role? Actually we need to use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must only include sections when posting has real specific content. We need to extract content.
The posting includes:
- Intro about company (Optima Office) – could be "About the role"? Actually "About the role" is about the position. The intro is about company, maybe "About the role" could include description of role and company? But we need to follow instructions: Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to include only those with real content.
Let's parse.
Company description: "Optima Office ... female owned ... provides Outsourced Accounting, CFO and COO services along with Human Resources Support. We serve over 300 companies across the United States but are mostly focused on the West Coast. We are a fast-growing company ...". This could go under "About the role" maybe as description of the company and role context.
Then "What to Expect Starting at Optima Office as a Controller..." includes bullet-like paragraphs: Flexibility, Work/Life Balance, You Come First, Purpose Driven. Those could be part of "About the role" or maybe "Responsibilities"? Actually those are expectations/benefits. Could be part of "About the role" or "Benefits". But we have separate Benefits section later.
Then "Optima Office is the place for you if…" list of traits: adaptable, technically strong, proactive communicator, kind and collaborative, self-starter. Those could be "Skills" or "Requirements". Then description of position: "This position oversees running the accounting department..." and list of responsibilities (Essential Functions). Those are responsibilities.
Then "Additional Perks and Benefits:" list: flexible work options, 401K match, competitive pay with revenue sharing, medical/dental/vision/life insurance, vacation/sick/holiday pay, Bonusly, mentorship program, happy hours.
Then "Qualifications" section with Minimum Qualifications and Preferred Qualifications.
Pay: "Competitive pay with revenue sharing for salaried individuals." That's pay info. Also maybe "Half of the company’s profits get paid out as bonuses to the team and for fun company events." That's also pay/bonus. So we have pay info.
Schedule: "Half of the company’s profits get paid out as bonuses..." Not schedule. Schedule info: "We have a huge emphasis on work-life balance and provide a flexible environment which allows our team to choose their own schedule." Also "All positions can be Full Time, Part Time, In Person or hybrid." Also "Hybrid capacity- 3 days in office (San Diego)". So schedule info exists.
Thus we can create sections:
- About the role: include company overview and what to expect (flexibility, work/life balance, you come first, purpose driven). Could be a few paragraphs.
- Responsibilities: essential functions list (bulleted). Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to include only those with real content.
Let's parse.
Company description: "Optima Office ... female owned ... provides Outsourced Accounting, CFO and COO services along with Human Resources Support. We serve over 300 companies across the United States but are mostly focused on the West Coast. We are a fast-growing company ...". This could go under "About the role" maybe as description of the company and role context.
Then "What to Expect Starting at Optima Office as a Controller..." includes bullet-like paragraphs: Flexibility, Work/Life Balance, You Come First, Purpose Driven. Those could be part of "About the role" or maybe "Responsibilities"? Actually those are expectations/benefits. Could be part of "About the role" or "Benefits". But we have separate Benefits section later.
Then "Optima Office is the place for you if…" list of traits: adaptable, technically strong, proactive communicator, kind and collaborative, self-starter. Those could be "Skills" or "Requirements". Then description of position: "This position oversees running the accounting department..." and list of responsibilities (Essential Functions). Those are responsibilities.
Then "Additional Perks and Benefits:" list: flexible work options, 401K match, competitive pay with revenue sharing, medical/dental/vision/life insurance, vacation/sick/holiday pay, Bonusly, mentorship program, happy hours.
Then "Qualifications" section with Minimum Qualifications and Preferred Qualifications.
Pay: "Competitive pay with revenue sharing for salaried individuals." That's pay info. Also maybe "Half of the company’s profits get paid out as bonuses to the team and for fun company events." That's also pay/bonus. So we have pay info.
Schedule: "Half of the company’s profits get paid out as bonuses..." Not schedule. Schedule info: "We have a huge emphasis on work-life balance and provide a flexible environment which allows our team to choose their own schedule." Also "All positions can be Full Time, Part Time, In Person or hybrid." Also "Hybrid capacity- 3 days in office (San Diego)". So schedule info exists.
Thus we can create sections:
- About the role: include company overview and what to expect (flexibility, work/life balance, you come first, purpose driven). Could be a few paragraphs.
- Responsibilities: essential functions list (bulleted). Use - .
- Requirements: maybe combine Minimum Qualifications? Actually Requirements could be the "Optima Office is the place for you if…" traits (adaptable, technically strong, proactive communicator, kind and collaborative, self-starter). Or we could treat those as Skills. But we have separate Skills section maybe for technical skills? The posting mentions "technically strong – you have experience in accounting, finance or HR..." etc. That's skills. We'll decide.
We need to follow typical resume: Responsibilities (duties), Requirements (minimum qualifications), Qualifications (maybe preferred?), Skills (specific abilities). But we have both Minimum Qualifications and Preferred Qualifications. Could put Minimum under Requirements, Preferred under Qualifications. Or combine.
Let's map:
- About the role: company description + what to expect.
- Responsibilities: Essential Functions list.
- Requirements: Minimum Qualifications (Bachelor’s degree, 7-10 years experience, 3 years Controller experience, hybrid capacity, PC proficient, Excel, etc.) plus maybe the traits? But traits are more like skills/attributes.
- Skills: The traits list (adaptable, technically strong, proactive communicator, kind and collaborative, self-starter) plus maybe technical skills: experience with accounting software, etc. But we already have technical in Minimum Qualifications (Excel). Could also include "Experience with QuickBooks and/or another automated accounting system." etc as preferred.
- Qualifications: Preferred Qualifications (CPA or MBA, experience with QuickBooks, etc.)
- Benefits: Additional Perks and Benefits list.
- Pay: Competitive pay with revenue sharing, bonus profit sharing.
- Schedule: Flexible environment, choose own schedule, full/part time, hybrid, 3 days in office.
We must not include sections with filler like "commensurate with experience". We have real content.
Now we need to output only HTML fragment, no markdown fences.
We'll produce:
About the role
...
Then maybe Responsibilities
...
Then Requirements
...
Then Skills
...
Then Qualifications
...
Then Benefits
...
Then Pay
...
Then Schedule
...
We need to preserve all substantive information, not invent or summarize away detail. So we need to include all details from the posting.
Let's extract details precisely.
Company description paragraph:
"Want to work for a Company that puts you first?! At Optima Office our people are the most important asset. Optima Office was voted BEST PLACE TO WORK since 2020 and the fastest growing company by the San Diego Business Journal and inc 5000 as well!! Let us show you why! Optima Office is a female owned company that provides Outsourced Accounting, CFO and COO services along with Human Resources Support. We serve over 300 companies across the United States but are mostly focused on the West Coast. We are a fast-growing company who continues to add clients and team members at a steady pace. In 2022 we were the 10th fastest growing company in San Diego. Our Vision as a company is to have the highest retention with our clients and employees in the industry. Happy Staff = Happy Clients has been our founder’s motto for a decade. Half of the company’s profits get paid out as bonuses to the team and for fun company events.We have a huge emphasis on work-life balance and provide a flexible environment which allows our team to choose their own schedule. Over half of our 100 employees are working parents who value flexibility and family time. “What a treat it is to work with several different clients, industries, and team members! It means a lot to work for a company that is genuinely caring and supportive to its employees, and I look forward to being part of the Optima Office family for years to come.” - Sr. Accountant “I love working for Optima! I am super happy with my decision to work for Optima and am thankful for the opportunities they have provided me!” - Robbie W, Client ServicesCheck out some more testimonials and reviews at https://www.optimaoffice.com/testimonials"
We need to remove navigation/legal/EEO etc. The testimonials and link maybe considered boilerplate? It's not navigation/legal but it's a link to testimonials. The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." The testimonials link might be considered not boilerplate but it's a reference; we could keep the testimonial quotes but maybe drop the link as it's not essential? The instruction says preserve ALL substantive information; the link is not substantive? It's a reference to more testimonials; could be considered navigation. Safer to drop the link and keep the quotes? The quotes are substantive testimonials. We'll keep the quotes but drop the link.
Now "What to Expect Starting at Optima Office as a Controller..." paragraph:
"What to Expect Starting at Optima Office as a Controller...Flexibility – you will be paired with clients that allow you to work the hours you prefer.Work/Life Balance – whether you’re spending time with family or enjoying a new hobby, we believe a healthy work/life balance is beneficial for both our consultants and our clients. We believe in optimizing our time at work so that we can spend quality time with our friends and family outside of the office.You Come First – we are passionate about setting our consultants up for success. We have a career development program along with a robust training platform.Purpose Driven – we enjoy partnering with like minded clients. Our client’s values tend to line up directly with our own, making for a unique partnership with mutual benefits."
We need to keep that.
Then "Optima Office is the place for you if…You are adaptable - you can adjust on the fly and welcome diverse clients.You are technically strong – you have experience in accounting, finance or HR and can be relied upon by colleagues and clients for accurate and timely work. A variety of industry and software experience is considered a huge plus, but not required for staff level positions. We certainly welcome subject matter experts at the more senior levels.You are a pro-active communicator who has a sense of urgency with response time.You are kind and collaborative – you are a team player who works well with others.You are a self-starter – you take initiative and are proactive in accomplishing your goals."
We need to keep that.
Then "This position oversees running the accounting department. This position is responsible for the company's financial statements, general ledger, payroll, AR and AP, budgeting, EDD, Sales, taxes, and various special projects. The Controller will supervise accountants and other accounting staff. The Controller will create a month-end close process and checklist and ensure the team accomplishes their respective tasks. Acts as liaison between the company, client, and outside CPAs in providing the required information."
Then "Essential Functions:" followed by bullet points with · characters. We need to convert each to - .
List:
·Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
·Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
·Maintain current knowledge of organizational policies and procedures, federal and state policies, and accounting standards.· Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
·Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources.
·Serve as company liaison with auditors (Annual financial and 401K audits).
·Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.
·Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.
·Develop and maintain relationships with banking, insurance, and non-organizational accounting personnel to facilitate financial activities.
·Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.
·Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.
·Analyze the effect of statutory accounting practices and studies regulations and guidance to ensure correct application of Generally Accepted Accounting Principles.
·Responsible for hierarchy and scalability in chart of accounts and accuracy in the general ledger and financial statements.
·Review, analyze and reconcile general ledger accounts, investment transactions in conjunction with preparing quarterly reports for management.
·Serve as point of resolution of Accounts Receivable/Accounts Payable issues.
Note there
About the role
...
Then maybeResponsibilities
- ...
Requirements
- ...
Skills
- ...
Qualifications
- ...
Benefits
- ...
Pay
...
ThenSchedule
...
We need to preserve all substantive information, not invent or summarize away detail. So we need to include all details from the posting. Let's extract details precisely. Company description paragraph: "Want to work for a Company that puts you first?! At Optima Office our people are the most important asset. Optima Office was voted BEST PLACE TO WORK since 2020 and the fastest growing company by the San Diego Business Journal and inc 5000 as well!! Let us show you why! Optima Office is a female owned company that provides Outsourced Accounting, CFO and COO services along with Human Resources Support. We serve over 300 companies across the United States but are mostly focused on the West Coast. We are a fast-growing company who continues to add clients and team members at a steady pace. In 2022 we were the 10th fastest growing company in San Diego. Our Vision as a company is to have the highest retention with our clients and employees in the industry. Happy Staff = Happy Clients has been our founder’s motto for a decade. Half of the company’s profits get paid out as bonuses to the team and for fun company events.We have a huge emphasis on work-life balance and provide a flexible environment which allows our team to choose their own schedule. Over half of our 100 employees are working parents who value flexibility and family time. “What a treat it is to work with several different clients, industries, and team members! It means a lot to work for a company that is genuinely caring and supportive to its employees, and I look forward to being part of the Optima Office family for years to come.” - Sr. Accountant “I love working for Optima! I am super happy with my decision to work for Optima and am thankful for the opportunities they have provided me!” - Robbie W, Client ServicesCheck out some more testimonials and reviews at https://www.optimaoffice.com/testimonials" We need to remove navigation/legal/EEO etc. The testimonials and link maybe considered boilerplate? It's not navigation/legal but it's a link to testimonials. The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." The testimonials link might be considered not boilerplate but it's a reference; we could keep the testimonial quotes but maybe drop the link as it's not essential? The instruction says preserve ALL substantive information; the link is not substantive? It's a reference to more testimonials; could be considered navigation. Safer to drop the link and keep the quotes? The quotes are substantive testimonials. We'll keep the quotes but drop the link. Now "What to Expect Starting at Optima Office as a Controller..." paragraph: "What to Expect Starting at Optima Office as a Controller...Flexibility – you will be paired with clients that allow you to work the hours you prefer.Work/Life Balance – whether you’re spending time with family or enjoying a new hobby, we believe a healthy work/life balance is beneficial for both our consultants and our clients. We believe in optimizing our time at work so that we can spend quality time with our friends and family outside of the office.You Come First – we are passionate about setting our consultants up for success. We have a career development program along with a robust training platform.Purpose Driven – we enjoy partnering with like minded clients. Our client’s values tend to line up directly with our own, making for a unique partnership with mutual benefits." We need to keep that. Then "Optima Office is the place for you if…You are adaptable - you can adjust on the fly and welcome diverse clients.You are technically strong – you have experience in accounting, finance or HR and can be relied upon by colleagues and clients for accurate and timely work. A variety of industry and software experience is considered a huge plus, but not required for staff level positions. We certainly welcome subject matter experts at the more senior levels.You are a pro-active communicator who has a sense of urgency with response time.You are kind and collaborative – you are a team player who works well with others.You are a self-starter – you take initiative and are proactive in accomplishing your goals." We need to keep that. Then "This position oversees running the accounting department. This position is responsible for the company's financial statements, general ledger, payroll, AR and AP, budgeting, EDD, Sales, taxes, and various special projects. The Controller will supervise accountants and other accounting staff. The Controller will create a month-end close process and checklist and ensure the team accomplishes their respective tasks. Acts as liaison between the company, client, and outside CPAs in providing the required information." Then "Essential Functions:" followed by bullet points with · characters. We need to convert each to