Shape the financial future of a high-growth wealth management platform. Lead ERP implementation and post-acquisition integration projects. Collaborate with dynamic teams to drive operational excellence.
Assistant Controller
in Accounting + Finance PermanentJob Detail
Job Description
Overview
- Lead financial operations for a rapidly growing wealth management platform, ensuring compliance and scalability.
- Collaborate with acquisition teams to integrate financial systems and processes seamlessly.
- Implement and optimize ERP systems like NetSuite to enhance financial reporting.
- Contribute to strategic financial planning, including budgets, forecasts, and variance analysis.
- Ensure adherence to US GAAP standards in revenue recognition, purchase accounting, and leases.
- Act as a liaison for external audits, ensuring accuracy and compliance in reporting.
- Develop and scale financial infrastructure to support organizational growth.
- Provide leadership in post-acquisition financial integration and technology onboarding.
Key Responsibilities & Duties
- Manage general ledger processes, monthly close activities, and financial statement preparation.
- Conduct reconciliations, variance analysis, and cash forecasting with precision.
- Apply expertise in US GAAP for complex accounting areas and disclosures.
- Lead ERP system implementation projects, ensuring seamless integration and functionality.
- Coordinate post-acquisition financial integration, onboarding partner companies to systems.
- Serve as the primary contact for external auditors, ensuring compliance and transparency.
- Collaborate with cross-functional teams to align financial processes with organizational goals.
- Develop and implement scalable financial systems and processes for sustained growth.
Job Requirements
- Bachelor of Science (BS) degree in Accounting or related field required.
- Minimum of 8 years professional accounting experience, with 2+ years in-house.
- Proficiency in ERP systems like NetSuite; CPA certification preferred.
- Strong knowledge of US GAAP standards and financial reporting requirements.
- Experience in post-acquisition financial integration and systems scaling.
- Demonstrated ability to build and optimize financial processes in growing organizations.
- Excellent analytical skills and attention to detail in financial operations.
- Effective communication and leadership skills to collaborate across teams.
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