Lead impactful financial operations and drive strategic growth initiatives. Collaborate with executives to enhance portfolio performance and scalability. Foster team excellence and implement cutting-edge financial technologies.
Assistant Controller
in Accounting + Finance PermanentJob Detail
Job Description
Overview
- Lead financial operations and accounting for investment portfolios in a dynamic financial services firm.
- Enhance reporting systems and operational workflows using advanced financial technologies.
- Collaborate with senior executives to align financial strategies with organizational goals.
- Ensure compliance with accounting standards, internal controls, and regulatory requirements.
- Supervise and mentor a team of finance professionals, fostering development and excellence.
- Prepare insightful materials for board and audit committee reviews.
- Drive process improvements to enhance scalability and efficiency in accounting workflows.
- Support investment valuation efforts to maximize portfolio performance and returns.
Key Responsibilities & Duties
- Manage investment portfolio transactions, ensuring accurate and timely reporting.
- Collaborate with portfolio management teams to model investment scenarios and modifications.
- Lead the deployment of portfolio management software, ensuring data integrity.
- Prepare and review financial statements in compliance with GAAP and other standards.
- Develop templates and checklists for recurring financial activities to ensure consistency.
- Analyze monthly financial results, ensuring accuracy and timeliness of close processes.
- Maintain comprehensive process documentation and ensure adherence to SOX controls.
- Coordinate cross-functional collaboration for financial planning and reporting.
Job Requirements
- Bachelor’s degree in accounting or finance is required; CPA certification preferred.
- Minimum of 8 years of experience in public accounting or similar roles.
- Strong knowledge of accounting principles and financial regulations.
- Experience with SOX controls and compliance testing.
- Proficiency in investment accounting and loan servicing is advantageous.
- Familiarity with Microsoft Dynamics 360 (Business Central) preferred.
- Demonstrated leadership and team development capabilities.
- Ability to work independently and collaboratively in a fast-paced environment.
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