Assistant Controller

Taylor Root; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

Taylor Root is seeking an Assistant Controller for a well-established investment management platform in New York. This role requires 5-10 years of experience and a CPA. Responsibilities include owning month-end and year-end close processes, managing general ledger and balances, and driving process improvements. The ideal candidate will have experience in investment management or financial services and possess the ability to influence business processes effectively. This is a great opportunity for growth into leadership.

Qualifications

• 5–10 years of experience in a finance-related field.
• Strong understanding of financial reporting and regulatory requirements.

Responsibilities

• Own key components of the month-end, quarter-end, and year-end close.
• Manage GL, accruals, and ensure balance sheet integrity.
• Drive process improvements and maintain internal controls.

Skills

Financial reporting

General Ledger Management

Revenue recognition

Project Management

Process improvement

Education

CPA

Job description

Overview

We are working on a high-priority Assistant Controller search with a well-established investment management platform in New York. This is a hands‑on, high‑exposure role sitting directly under the Controller within a lean team, ideal for someone looking to step out of public accounting or elevate within financial services into a more holistic, business‑facing seat. Great opportunity for someone who wants to understand the business, influence processes, and grow into leadership.

Why This Role

• Direct exposure to firm leadership and decision‑making
• Broad scope across financial reporting, operations, and regulatory
• Opportunity to operate in a true ownership environment (not siloed)
• Clear path toward Controller‑level progression

Responsibilities

• Own key components of the month‑end, quarter‑end, and year‑end close
• Manage GL, accruals, revenue recognition, and balance sheet integrity
• Oversee reconciliations, and vendor processes
• Partner with auditors (Big 4 exposure highly relevant) and support audits
• Contribute to FINRA / regulatory reporting alongside external partners
• Support partnership accounting and tax coordination
• Drive process improvements and internal controls

Requirements

• 5–10 years of experience
• CPA
• Experience in investment management, financial services, or a management company is strongly preferred