Assistant Controller: Drive Modern Finance & Controls (CPA)

Grayson Search Partners

Chicago (IL)

On-site

USD 120,000 - 180,000

Full time

29 hours ago
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Benefits offered by this job

Employee ownership
Medical, dental and vision
Retirement benefits
Paid time off

Job summary

Grayson Search Partners represents a well-established, employee-owned financial services organization seeking an Assistant Controller to join the Finance & Accounting team. The CPA will lead the monthly, quarterly and annual close, financial reporting, internal controls and process improvements, partnering with senior leaders to strengthen the accounting function.

The role focuses on regulator compliance, GAAP reporting, and collaborating with FP&A and the Controller/CFO on strategic initiatives

Qualifications

  • CPA required.
  • 7–10+ years of progressive accounting experience.
  • 2–3+ years of supervisory or management experience.
  • Bachelor's degree in Accounting, Finance or related field.
  • Financial services experience required (broker-dealer / asset manager preferred).
  • Strong understanding of GAAP, financial reporting and internal controls.
  • Experience with sponsor entity accounting / VRR is highly preferred.
  • ERP/GL experience with Oracle Fusion or NetSuite preferred.
  • Advanced Excel skills with large data sets and complex reconciliations.
  • Strong analytical, problem-solving and communication skills.

Responsibilities

  • Manage monthly, quarterly and annual close activities with accuracy and timeliness.
  • Prepare and review journal entries, reconciliations and schedules.
  • Partner with FP&A on variance analysis and reporting.
  • Support financial statement audits and maintain accounting documentation.
  • Collaborate with Controller and CFO on reporting, analysis and special projects.
  • Identify opportunities to automate and improve accounting processes while preserving controls.
  • Governance of accounting data across multiple systems.
  • Collaborate with FP&A, Operations and business teams on accounting matters.
  • Develop and enhance accounting policies and infrastructure.

Skills

Financial accounting
GAAP
Excel
Analytical skills
Communication skills
Internal controls
Problem solving
Automation
AI in accounting

Education

CPA
Bachelor's degree in Accounting/Finance

Tools

Oracle Fusion
NetSuite

Job description

Grayson Search Partners represents a well-established, employee-owned financial services organization seeking an Assistant Controller to join the Finance & Accounting team. The CPA will lead the monthly, quarterly and annual close, financial reporting, internal controls and process improvements, partnering with senior leaders to strengthen the accounting function.

The role focuses on regulator compliance, GAAP reporting, and collaborating with FP&A and the Controller/CFO on strategic initiatives

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