Want to work for a Company that puts you first?!   At Optima Office our people are the most important asset. Optima Office was voted fastest growing company by the San Diego Business Journal and inc 5000, as well as a BEST PLACE TO WORK by multiple publications since 2020!! Let us show you why!

Optima Office is a female owned company that provides Outsourced Accounting, Fractional 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. 

“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 Services

Check out some more testimonials and reviews at https://www.optimaoffice.com/testimonials

What you can expect working for the best place to work in this role. 

As a Payroll Consultant at Optima Office you are essential to our clients’ success. Optima clients are growing businesses that want to work with consultative professionals that have a growth mindset. You will have the opportunity to make an impact to their business while supported by a knowledgeable and experienced Optima team of Professionals behind you. You will be matched with clients that fit your profile. Once you are matched you will coordinate your hours, working remote or onsite, with your supervisor and client. Every decision made is to optimize and benefit you and the client.  

This position may be for you if…

• You are someone that goes to work to make a difference in their life and the people they work with.
• You enjoy providing good work along with good advice.
• You want to work on a team that is supportive and growing with professionals like yourself.
• You are a self-starter, flexible, have a high level of integrity and is action and goal-oriented in a fast-paced, team-oriented, collaborative environment. 
• You have solid accounting  skills and work proactively to drive results.
• Ability to develop and maintain strong client relationships.  
• Self-managed and ability to work independently while managing multiple projects and deadlines. 

Responsibilities & Duties:

· Manage the monthly financial close process, including ensuring all costs incurred are properly recorded, reviewing journal entries, account balance reconciliations and report preparation

· Participate in the ongoing development/establishment of accounting policies and procedures and operational strategies including the review and implementation of process and system changes.

· Continued focus on improving system efficiencies and business practices

· Participate in strategic financial projects including accounting software upgrades and/or implementation of ERP software.

· Ensure compliance with internal control policies

· Collaborate with external auditors to ensure successful audit results and compliance

· Interacts at all levels and with budget owners or other stakeholders to produce timely, efficient, and accurate month-end close and all internal management and financial reporting through annual report

· Make recommendations for changes as needed and ensure that company policies and procedures are followed and establishes the proper techniques to discover and prevent fraud

· Prepare detailed journal entries and account analysis

· Assist with compilation of information for preparation of tax returns

· Work Audit and Tax to ensure overall coordination of all financial accounting activities through annual report

Minimum Qualifications (Knowledge, Skills and Abilities)

· Bachelor’s degree in Accounting, Finance or Business-related field required. CPA or MBA a plus.

· Minimum 5-7 years’ experience in accounting.

· The ideal candidate possesses leadership and supervisory capabilities, solid operational and technical accounting skills and works proactively to drive results. 

· This person is a self-starter, flexible, has a high level of integrity and is action and goal-oriented in a fast-paced, team-oriented, collaborative environment.

· Must be an excellent communicator.

· Thorough knowledge of general accounting including application of general accounting theory.

· Ability to develop and maintain strong client relationships. Demonstrated mentoring, coaching and organizational administrative skills required.

· Strong computer aptitude, which includes expertise with Microsoft Excel and Word as well as experience with various accounting software, is a must.

· Self-managed and ability to work independently while managing multiple projects and deadlines.