Assistant Controller


New York
Permanent
USD175000 - USD175000
Finance and Accounting
PR/556459_1755033325
Assistant Controller

Currently representing a Boutique Wealth Management firm that specializes in advising high net worth individuals. They are searching for a Senior Accounting Manager to administer the companies accounting operations and collaborate with the accounting and finance teams.

Location: NYC (Hybrid)

Compensation: $120-170k

Key Responsibilities:

  • Assist Controller with daily functions, including accounts payable and receivable, fixed asset management and general ledger.
  • Prepare monthly, quarterly, and annual statements following GAAP regulations.
  • Ensure accurate and timely financial transactions and proper documentation of cash movements.
  • Support the budgeting and forecasting processes
  • Collaborate with the finance team for other key business initiatives
  • Develop financial reports for internal and external stakeholders.
  • Prepare audits with accurate documentation and resolving discrepancies.
  • File federal, state, and local tax returns
  • Support financial planning capital allocation

Qualifications:

  • Bachelor's degree in accounting, finance, or a related field.
  • Certified Public Accountant (CPA) required.
  • Expert knowledge of GAAP regulations and closing processes.
  • 4-8 years of upward trajectory in an accounting career.
  • Audits and compliance knowledge
  • Strong background in financial reporting and general ledger oversight.
  • Process Automation experience
  • Experience with tax preparation
  • Proficiency in MS Office must be able to work within our spreadsheet programs.
  • Knowledge of specific software preferred (such as NetSuite and Concur).
  • Ethical handling of confidential financial information.

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