Assistant Controller

ASSISTANT CONTROLLER OPPORTUNITY

Why you should consider joining this company

Hybrid schedule!

Work hand in hand with the CFO who appreciate a true partnership and work life balance

Processes need to be changed so if you like "fixing" things this would be a great role for you.

Amazing office space and location.

Competitive salary and benefits.

Very relaxed and casual work environment. Wear jeans on Fridays if you come in that day!

What you will be doing

Manage accounting team including accounts payable clerk, accounts receivable clerk, payroll accountant and a senior staff accountant

Create quarterly budgets and projections

Prepare accurate, timely consolidated financial statements each month

Review monthly account reconciliations to ensure accurate reporting and ledger maintenance

Analyze financial statements for discrepancies and any issues

Review all inter-company transactions and generate invoices as necessary

Prepare quarterly debt covenant calculations

Coordinate preparation of monthly FINRA FOCUS filings

Reconcile cash accounts daily

Review and authorize bill payments and employee expense reports

Coordinate annual audits and assist CFO with conducting audits and working with tax preparers

Review and supervise the semi-monthly payroll

Collaborate with third party administrator and review and process monthly distributions related to the advisor’s proprietary investment vehicles

Proactively shares ideas and contributes ongoing suggestions for enhancement of the Firm

What you need to bring to the table

Bachelor’s Degree in Accounting or Finance required

CPA required

8-10 years’ experience in general or tax accounting

Experience with computerized ledger systems

Advanced knowledge of Excel

Strong problem solving and analytical skills

Team player with leadership qualities

Ability to collaborate and work well with all levels of the organization

Courteous, personable, approachable, and professional in all relationships

Innovative and possesses confidence to take initiative

Self-starter who is resourceful, flexible, and willing to work hard

Outstanding organizational abilities

Strong written and verbal communication skills with keen attention to detail

Critical thinking, problem-solving and project management skills

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