Assistant Controller

Creative Financial Staffing
Cambridge, Massachusetts
May 15, 2024
May 19, 2024
Work Mode
Full Time
Employment Type
Organization Type
Our client, a professional services/management company in Downtown Boston, has an immediate need for an Assistant Portfolio Controller. The Assistant Controller will ensure that debt investment accounting and fund financial information is accurately captured, classified, and recorded for the assigned portfolios.

Highlights of the Assistant Controller Opportunity:

  • Our client is a Boston based Real Estate management firm with over 40 years of acquiring and managing residential real estate
  • High visibility reporting directly to the Controller and managing a small team of direct reports
  • Great location in one of the top floors of one of Boston's premier high rises; it's an open concept with incredible views of Boston
  • Hybrid schedule and competitive benefits

The Assistant Controller's responsibilities include but are not limited to:
  • Oversee monthly debt investment and fund account closing and consolidation for assigned portfolios
  • Responsible for preparation and review of the quarterly financial statements and investor reports
  • Monitor accounting and reporting compliance with Fund/Account partnership agreements, investor side letters and debt instrument agreements
  • Ability to forecast and manage capital calls, credit facility usage, acquisitions, financings, and operating cash flow to maximize portfolio and partnership returns
  • Analyze and understand financial performance vs expectations for discussion with senior Executives

  • Bachelor's degree in accounting or finance, MBA or CPA preferred
  • 7+ years experience in real estate or private equity
  • Detail oriented with strong communication skills
  • Strong MS Excel and Yardi skills