Assistant Controller

Assistant Controller

A.O. Reed, a Legence company

A.O. Reed & Co. was founded in 1914, and incorporated on September 19, 1929. Since then, the company has been a leading mechanical contractor specializing in HVAC, plumbing, and service. A.O. Reed's headquarters includes offices, fabrication shops, and storage structures. A.O. Reed specializes in large commercial and industrial projects. This includes state-of-the-art hospitals and advanced laboratory buildings that serve the nation's biomedical industry.

We also construct large private facilities which include ballparks, amusement parks, and office buildings. A.O. Reed serves the public sector with numerous projects on university campuses and military facilities. A.O. Reed ensures our systems continue to run efficiently by providing the highest quality service to our customers. The key to our success is our ability to solve complex problems using our organization's collective knowledge, hands-on experience, professional expertise, and technical tools.

Our team charts new territories and delivers top-quality results. In the construction and service sectors, we never lose sight of our obligation to exceed expectations, honor our commitments, and follow our principles. A.O. Reed has set the bar high in customer satisfaction, workmanship, and integrity.

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 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. 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…