Assistant Financial Controller

Ocorian; Chicago (IL); Hybrid; USD 120,000 - 160,000; Full time

Job summary

Ocorian is seeking a commercially minded finance leader to support the Americas region with accurate reporting and robust controls. You will work with the Finance Director, FP&A, and shared services to own key reporting processes and drive transformation across a growing international business.

You will oversee audits, regulatory compliance, and cash management while mentoring teams, improving reporting capabilities and delivering insights for growth.

Qualifications

• Bachelor's degree in Accounting or Finance; CPA preferred.
• 7+ years accounting and finance experience, including leading teams and audits.
• Experience in multinational, shared services environment advantageous.
• Strong knowledge of US GAAP (IFRS exposure advantageous).
• Experience with audits, internal controls, compliance and statutory reporting.
• Experience supporting cash management, treasury and working capital optimisation.
• Advanced Excel skills and experience with ERP/financial reporting systems, ideally NetSuite.

Responsibilities

• Lead the monthly, quarterly and annual close processes for the Americas region.
• Maintain strong financial controls, manage audits and regulatory compliance.
• Provide meaningful financial analysis and insights for strategic decision-making.
• Drive process improvement, automation and finance transformation initiatives.
• Mentor and develop accounting and shared service teams.

Skills

Leadership

Financial analysis

Stakeholder management

Attention to detail

Problem solving

Education

Bachelor's degree in Accounting or Finance

CPA preferred

Tools

NetSuite

Excel

ERP systems

Job description

Ocorian helps asset managers, private wealth, corporates, and issuer clients handle operational and regulatory complexity at scale, giving them the freedom to focus on what they do best.

Whether they’re raising capital, expanding into new markets, acquiring a business, preparing for an exit or protecting wealth, we’re behind every move our clients make, creating capacity and removing burden so they can focus on growth, opportunity and performance.

With over 50 years’ of expertise, 20 locations and 2,000 expert colleagues, clients know they can rely on us when their challenges are complex, time‑critical and consequential.

To find out more about Ocorian and our services, including regulatory information, visit ocorian.com

Job Description

Purpose of the Job

In this role you will play a pivotal role in supporting the financial management of Ocorian's Americas region, ensuring accurate reporting, robust controls and high‑quality financial information that supports business growth and decision‑making.

Working closely with the Finance Director, FP&A teams, operational stakeholders and shared service functions, you'll take ownership of key financial reporting processes, statutory compliance, audit management and cash flow oversight. Beyond maintaining a strong control environment, you'll help drive finance transformation initiatives, improve reporting capabilities and support the continued scaling of a growing international business.

This is an opportunity for a commercially minded finance professional to make a tangible impact across a dynamic global organisation while developing leadership experience and helping shape the future of the regional finance function.

Main Responsibilities

• Lead the monthly, quarterly and annual close processes, ensuring accurate and timely financial reporting across the Americas region.
• Deliver a strong financial control environment by managing audits, supporting regulatory compliance and maintaining robust accounting procedures.
• Partner with business leaders and FP&A teams to provide meaningful financial analysis, performance insights and support strategic decision‑making.
• Drive process improvement, automation and finance transformation initiatives to improve efficiency, scalability and reporting quality.
• Mentor and support accounting and shared service team members, promoting accountability, collaboration and continuous improvement.

#LI-JM1
#LI-Hybrid

Qualifications

• Bachelor's degree in Accounting, Finance or a related field; CPA preferred.

Knowledge, Skills and Experience

• 7+ years' accounting and finance experience, including experience leading teams and managing external audits.
• Experience within a multinational, shared services environment is advantageous.
• Professional services, corporate services, fund administration or financial services experience is desirable.
• Strong knowledge of US GAAP (IFRS exposure advantageous) with experience in financial reporting, consolidations and management accounts.
• Strong background in audit, internal controls, compliance and statutory reporting.
• Experience supporting cash management, treasury activities and working capital optimisation.
• Advanced Excel skills and experience using ERP and financial reporting systems, ideally NetSuite.
• Strong analytical, problem‑solving and organisational skills with excellent attention to detail.
• Effective stakeholder management and communication skills, with the ability to influence and collaborate across global teams.
• Commercially minded, able to translate financial data into clear business insights and manage multiple priorities in a fast‑paced environment.

Additional Information

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:

• We areCLIENT CENTRIC– Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS– We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE– We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE– With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL– We behave with integrity at all times and assume positive intent, buildingtrust through responsible actions and honest relationships.

Equal Opportunities for Everyone

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.