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 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 Activity

Over 2/3 of the time

Standing/Sitting: Remaining upright in a stationary position, particularly for sustained periods.
Lifting: Raining objects from a lower to a higher position or moving objects horizontally from position to position.

Up to 2/3 of the time:

Grasping: Applying pressure to an object with the fingers and palm to operate a mouse, phone, computer, and other office machines.
Talking: Expressing or exchanging ideas by means of the spoken word; those activities where detailed or important spoken instructions must be conveyed to other workers accurately, loudly, or quickly.
Communicating: Expressing or exchanging ideas and information accurately, in written or diagram form.
Hearing: Perceiving the nature of sounds at normal speaking levels with or without correction, and having the ability to receive detailed information through oral communication, and making fine discriminations in sound.
Repetitive motions: Making substantial movements (motions) of the wrist, hands, and/or fingers such as moving a mouse.

Less than 1/3 of the time:

Kneeling/Crouching: Position self to file documents and open lower drawers.
Reaching: Grabbing things from a distance above or from the side.
Traversing: Moving about to accomplish tasks, particularly for long distances or moving from one work site to another.

Physical Requirements

Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly lifting, carrying, pushing, pulling or otherwise moving objects, including the human body

Visual Acuity

The worker is required to have close visual acuity to perform an activity such as preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; and visual inspection involving small defects at distances close to the eyes.

Up to 2/3 of the time:

Close vision (clear vision at 20 inches or less)
Color vision (ability to identify and distinguish colors).

Less than 1/3 of the time:

Distance vision (clear feet at 20 feet or more)
Peripheral vision (ability to observe an area that can be seen up and down or to the left and right while eyes are fixed on a given point)
Depth perception (three-dimensional vision, ability to judge distances and spatial relationships)
Ability to adjust visual focus (ability to adjust the eye to bring an object into sharp focus).

Weather Conditions

The worker is not substantially exposed to adverse environmental conditions (as in typical office or administrative work).

For over 2/3 of the time:

The worker is subject to inside environmental conditions: Protection from weather conditions but not necessarily from temperature changes.

Noise Levels

Over 2/3 of the time:

Moderate noise (examples: business office with computers and printers, light traffic)

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Compensation: $120k-$150k, depending on experience.

#LI-JS1 #LI-Onsite

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.

Reasonable Accommodations
If you need assistance or accommodations during the application or interview process, please contact us at ta@wearelegence.com or your dedicated recruiter with the job title and requisition number.

Employment Eligibility
Candidates must have current work authorization in the U.S.; visa sponsorship is not available for this position.

Third-Party Recruiting Disclaimer
Legence and its affiliates do not accept unsolicited resumes from agencies; any such submissions without a prior signed agreement authorized by Legence Holdings LLC's CHRO or Director of Talent Acquisition will not incur fees and are considered property of Legence.

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.

Equal Employment Opportunity Employer
Legence and its affiliate companies are proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), marital or familial status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, other non-merit-based factors, and any other characteristic protected under applicable local, state or federal laws and regulations.
EEO is the Law