Assistant Controller

Jobot; New Haven (CT); On-site; USD 120,000 - 130,000; Full time

Job summary

Jobot in New Haven, CT seeks an Assistant Controller for a permanent on-site role. You will lead monthly and year-end close, manage treasury, and oversee financial reporting with leadership alignment to drive process improvements.

Requirements include a Bachelor's in Finance/Accounting, 5+ years in a professional services firm, CPA/MBA preferred, strong Excel and GL expertise, and proven leadership to mentor a team.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field; MBA or CPA preferred.
• Minimum of 5 years in a similar role within a professional services firm.
• Proficiency in financial statement prep, year-end close, treasury management, financial reporting, and monthly reporting.
• Extensive ledger/GL management, month-end close, and journal entries experience.
• Strong knowledge of tax compliance and audit procedures.
• Excellent Excel skills and familiarity with other financial software.
• Strong leadership capabilities with team mentoring experience.
• Excellent communication and interpersonal skills for presenting to non-finance professionals.

Responsibilities

• Assist in preparation and review of monthly, quarterly, and annual financial statements per GAAP.
• Oversee month-end and year-end close, including journal entries and reconciliations.
• Manage treasury functions to ensure adequate cash flow.
• Ensure tax compliance and coordinate with external auditors.
• Provide leadership in developing short- and long-term financial objectives.
• Oversee trust accounting and maintain the ledger.
• Develop internal control policies and budgeting processes.
• Collaborate with management on presenting financial results and forecasts.

Skills

Leadership

GAAP

Financial reporting

Month-end close

Journal entries

Analytics

Excel

Other financial software

Education

Bachelor's degree in Finance/Accounting

MBA or CPA preferred

Tools

Excel

Financial software

Job description

Assistant Controller

$120000 - $130000 per year | New Haven, CT | On-site | Permanent

Assistant Controller | Build, Lead & Make an Impact | CT

A bit about us:

Established professional services organization based in Connecticut.

Why join us?

• Newly created position with the opportunity to make an immediate impact
• High-visibility leadership role working closely with the Controller and firm leadership
• Broad scope of responsibility across accounting, reporting, treasury, tax, audit, and process improvement
• Opportunity to build and improve processes rather than simply maintain the status quo
• Leadership and growth opportunity with oversight of a small accounting team and room to take on increased responsibility

Job Details

Responsibilities:

1. Assisting in the preparation and review of monthly, quarterly, and annual financial statements in accordance with GAAP.
2. Overseeing the month-end and year-end close processes, including journal entries, reconciliations, and financial reporting.
3. Managing treasury functions, ensuring adequate cash flow to meet the firm's operational needs.
4. Ensuring compliance with federal, state, and local tax regulations and coordinating with external auditors.
5. Providing leadership in the development and continuous evaluation of short and long-term strategic financial objectives.
6. Overseeing trust accounting, maintaining the ledger, and ensuring accurate GL entries.
7. Assisting in the development of internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
8. Collaborating with management on the presentation of financial results and forecasts to senior leadership.

Qualifications:

1. A Bachelor's degree in Finance, Accounting, or a related field. An advanced degree such as an MBA or a professional certification like CPA is highly preferred.
2. A minimum of 5 years of experience in a similar role within a professional services firm.
3. Proficiency in financial statement preparation, year-end close, treasury management, financial reporting, and monthly reporting.
4. Extensive experience with ledger and GL management, month-end close processes, and journal entries.
5. Solid knowledge of tax compliance, audit procedures, and management principles.
6. Excellent Excel skills and familiarity with other financial software.
7. Strong leadership capabilities, with the ability to manage and mentor a team.
8. Exceptional analytical skills, attention to detail, and the ability to work under pressure to meet tight deadlines.
9. Excellent communication and interpersonal skills, with the ability to present financial information in a clear and concise manner to non-finance professionals.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.