Assistant Controller

Job Description

Newly-created Assistant Controller role with a Family Office / Investment firm.

This role is open due to growth.

Oversee all accounting, financial reporting, and fixed assets

Prepare and analyze financials for entities and trusts

Manage staff and daily tasks : payroll, reconciliations, journal entries

Integrate and align investment and accounting systems; reconcile to banks

Lead quarterly / year-end close and budgeting

Support board materials and financial distributions

Establish internal controls and liaise with auditors

Coordinate multi-account banking operations and inquiries

Train non-finance colleagues on financial essentials

Requirements

Bachelor's degree in Accounting & Finance required.

CPA and / or MBA highly preferred.

Our client has a s trong preference for candidates with investment experience and system implementation background.

Benefits

100 percent employer-paid benefits

7 percent 401(k) match

4 + weeks of vacation

Requirements

CPA Financial Services Investment Reporting System and the Accounting ERP system