Assistant Controller - Growth Finance Leader (Equity)

The Keller Group; Phoenix (AZ); On-site; USD 90,000 - 120,000; Full time

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

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.