Assistant Controller

Employer
Creative Financial Staffing
Location
Guilford, Connecticut
Posted
Oct 11, 2024
Closes
Oct 20, 2024
Ref
2835636320
Certification
Other
Work Mode
Hybrid
Hours
Full Time
Employment Type
Permanent
Organization Type
Corporate
Assistant Controller

Join a dynamic, growth-focused team where your expertise in accounting and financial management will make a direct impact! As an Assistant Controller, you will be integral in managing the accounting records and financial statements for various investment entities, corporations, and partnerships. You'll have a unique opportunity to contribute to key financial processes, from treasury support to tax return preparation, within an innovative, forward-thinking team setting. We offer a flexible hybrid work arrangement, empowering you to balance in-office collaboration with remote work.

Why You'll Love This Role:
  • Be part of a collaborative, service-oriented team that values your input and ideas.
  • Use your accounting expertise to support diverse financial entities.
  • Flexible work arrangements to help you thrive in both your professional and personal life.
  • Opportunities for growth as we continue to develop our family office environment.

Qualifications:
  • Education: Bachelor's degree in Accounting (required).
  • Experience: 7+ years in a CPA firm or similar environment with hands-on experience in financial statement preparation. Family Office experience is a plus but not mandatory.
  • Skills: Strong proficiency in financial analysis, tax workpaper preparation, and communication with diverse stakeholders (Family Office management, investment teams, external accountants, and legal professionals).
  • Technology: Advanced skills in Excel, Word, PowerPoint, and familiarity with general ledger software (QuickBooks, Sage Intacct, or SEI Archway).
  • Mindset: You are proactive, detail-oriented, and always looking for ways to improve processes. You bring a positive, service-driven attitude to everything you do!

What You'll Do:

Accounting and Financial Reporting:
  • Transition financial records from QuickBooks Online to tax-basis accounting and assist in implementing new software.
  • Collaborate with the Direct Investments team to ensure proper documentation for all transactions.
  • Play a key role in building robust internal controls around payments and cash management.
  • Manage bill payments, cash entries, and bank reconciliations, ensuring timely and accurate financial reporting.
  • Prepare financial statements and entity cash projections, offering valuable insights to the CFO for strategic decision-making.

Tax Compliance & Planning:
  • Drive the process of preparing tax workpapers and communicating with external accounting firms.
  • Review draft tax returns and assist in managing quarterly tax estimates and payments.
  • Ensure real estate tax payments for entity-owned properties are timely and accurately managed.

Other Financial Services:
  • Coordinate capital calls and cash transfers, ensuring timely cash movements and adherence to processes.
  • Assist family members with personal financial transactions as needed.

Development & Administration:
  • Play an active role in improving internal processes and efficiencies as we continue to grow.
  • Maintain confidentiality and handle sensitive family and financial information with care and discretion.
  • Be adaptable and open to supporting various aspects of the family office as new needs arise.

Why Join Us? We are not just looking for someone to fill a role-we are seeking a driven professional who is passionate about creating value, improving processes, and being part of an organization that thrives on trust and collaboration. If you are looking for a challenging yet rewarding position where your contributions will be valued, we'd love to meet you!