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Assistant Controller

  • Job Number 527450
  • Type Permanent
  • Location New York, NY
  • Pay ~$125,000 - $150,000
  • Referral Bonus $250

Assistant Controller

Job Description:

:Investment management and advisory firm with a long standing and rich history seeks to hire an Assistant Controller to their Finance team. The position will work with and support the Controller with financial reporting and consolidations; providing reports for several internal departments including the asset manager, trust companies and broker dealer; as well as provide analysis regarding the firm’s financial results, profits, trends, budgets and broader strategic projects.

Responsibilities include but not limited to:

  • Develop and implement best practices, procedures and processes.
  • Develop and maintain all necessary accounting policies and systems, including financial reporting and consolidation, the general ledger, and assist in overseeing receivables, payables, and the payroll function.
  • Assist in the preparation of timely and accurate financial statements
  • Coordinating, preparing and reviewing monthly, quarterly, and annual reports.
  • Managing all tax planning and compliance with all required federal, state, local, payroll, property and other applicable taxes.
  • Assist the senior leaders in the finance team in the preparation of budgets or forecasts as needed.
  • Support the Controller in overseeing the audit processes throughout the year.
  • Provide technical financial advice and knowledge to others within the financial department and across the firm.
  • Provide support and leadership to the finance department as needed


  • BS in Accounting or Finance. CPA required.
  • 7-10 years of relevant accounting experience at a public accounting firm.
  • Experience with regulatory reporting for the OCC, OSBC, FINRA and other agencies.
  • Knowledge of investment products required.
  • Strong communication skills, both written and verbal.
  • Ability to work well independently and as part of a team.
  • Must be able to present technical matters in a way that is meaningful to the audience; dynamic organization requires pro-activity in ensuring targets are met and projects accomplished.
  • Strong project management skills including the ability to eliminate rework and inefficiencies to focus on value-enhancing activities.
  • Demonstrated analytical skills including the ability to synthesize quantitative and qualitative data to draw conclusions and assist on decision making.