Assistant Controller

The Keller Group

Phoenix (AZ)

On-site

USD 90,000 - 120,000

Full time

14 days+

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Benefits offered by this job

Competitive Compensation Package including Bonus and Equity

100% Employer-Paid Benefits and Fully Funded HSA Program

401k Match and Unlimited Vacation Policy

Job summary

A financial services recruitment firm is seeking an Assistant Controller in Phoenix, AZ. This role will lead finance and accounting operations, requiring strategic leadership and extensive technical expertise. The ideal candidate holds a Bachelor’s degree in Accounting or Finance, an active CPA license, and has over 8 years of progressive experience in financial services. The position offers a competitive compensation package including employer-paid benefits, a 401(k) match, and other perks.

Qualifications

8+ years of progressive accounting experience within financial services or a public company.
Experience with investment accounting and loan servicing preferred.
Strong knowledge of accounting regulations applicable to financial services.

Responsibilities

Oversee investment portfolio transactions and ensure data integrity.
Lead month-end and year-end close processes.
Develop board and audit committee materials supporting compliance.

Skills

Strategic leadership

Technical accounting expertise

Investment portfolio management

Strong communication skills

SOX compliance knowledge

Education

Bachelor’s degree in Accounting or Finance

Active CPA license

Job description

Executive Recruiter | Finance, Accounting, HR and IT

The Keller Group is supporting our Phoenix based client in their search for an Assistant Controller to lead and scale finance and accounting operations in support of the company’s continued growth. This role requires a strategic, hands‑on leader with deep technical accounting expertise, a strong understanding of investment portfolios, and the ability to partner effectively with senior leadership in a fast‑paced financial services environment. The successful candidate will drive operational efficiency through technology, automation and strong financial controls while maintaining the highest ethical standards.

Competitive Compensation Package including Bonus and Equity
100% Employer‑Paid Benefits and Fully Funded HSA Program
401k Match and Unlimited Vacation Policy

Responsibilities:

Oversee investment portfolio transactions, loan servicing, and syndications, ensuring data integrity, accuracy, and timely reporting.
Partner with portfolio management, finance, and valuation teams on investment modeling, modifications, repayment scenarios and portfolio analytics.
Lead portfolio management system implementations, including data migration, validation, automation and workflow optimization.
Manage month‑end and year‑end close processes, including review of financial results and investment‑related GAAP disclosures.
Develop board and audit committee materials and support SOX 404 compliance, internal controls and audit requirements.
Build and scale standardized processes while leading, mentoring, and developing accounting and finance team members.

Qualifications:

Bachelor’s degree in Accounting or Finance.
Active CPA license required.
8+ years of progressive accounting experience within financial services or a public company. Experience with investment accounting and loan servicing preferred.
Big 4 public accounting or audit experience preferred.
Strong knowledge of accounting standards and regulations applicable to 40 Act vehicles.
Proven experience with SOX controls, documentation and testing.
Strong leadership, organizational and communication skills.
High integrity and sound professional judgment.

Seniority level