Assistant Controller jobs in United States
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The Keller Group · 1 day ago

Assistant Controller

positionPhoenix, AZ
timeFull-time
remoteOnsite
senioritySenior Level, Lead/Staff
date8+ years exp

The Keller Group is supporting a Phoenix based client in their search for an Assistant Controller to lead and scale finance and accounting operations. This role requires a strategic leader with technical accounting expertise to drive operational efficiency and maintain financial controls in a fast-paced environment.

Staffing & Recruiting
Hiring Manager
Jaclyn Wolpin
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Responsibilities

Oversee investment portfolio transactions, loan servicing, and syndications, ensuring data integrity, accuracy, and timely reporting
Partner with portfolio management, finance, and valuation teams on investment modeling, modifications, repayment scenarios and portfolio analytics
Lead portfolio management system implementations, including data migration, validation, automation and workflow optimization
Manage month-end and year-end close processes, including review of financial results and investment-related GAAP disclosures
Develop board and audit committee materials and support SOX 404 compliance, internal controls and audit requirements
Build and scale standardized processes while leading, mentoring, and developing accounting and finance team members

Qualification

CPA licenseInvestment accountingSOX controlsAccounting standards knowledgeLeadership skillsProfessional judgmentOrganizational skillsCommunication skills

Required

Bachelor's degree in Accounting or Finance
Active CPA license required
8+ years of progressive accounting experience within financial services or a public company
Strong knowledge of accounting standards and regulations applicable to 40 Act vehicles
Proven experience with SOX controls, documentation and testing
Strong leadership, organizational and communication skills
High integrity and sound professional judgment

Preferred

Experience with investment accounting and loan servicing preferred
Big 4 public accounting or audit experience preferred

Benefits

Competitive Compensation Package including Bonus and Equity
100% Employer-Paid Benefits and Fully Funded HSA Program
401k Match and Unlimited Vacation Policy

Company

The Keller Group

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We’re a boutique executive recruiting and staffing firm, with roots in Phoenix and strong networks nationwide.
dateFounded in 2018
location
Phoenix, Arizona, US
people-size11-50 employees
web-link
https://www.kellergroupstaffing.com/

Funding

Current Stage
Early Stage

Leadership Team

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Rashin June Keller
Founder & Executive Recruiter
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Company data provided by crunchbase