Hybrid Assistant Controller – Financial Reporting

Halo Investing, Inc; Chicago (IL); Hybrid; USD 100,000 - 140,000; Full time

Benefits offered by this job

Identity protection

Pet insurance

Accident insurance

Flexible PTO

401k program

Job summary

The ideal candidate will hold a Bachelor's in accounting or finance, with CPA or MBA preferred, and 5+ years of progressive experience, including GAAP knowledge and ERP systems (NetSuite). You will manage cash flow, internal controls, and partner with banks and auditors.

Halo offers a competitive base salary of $100,000–$140,000, plus bonus, with 3 days/week in the office and a full benefits package including 401k, PTO, and on-site gym.

Qualifications

• Bachelor's degree in accounting or finance; CPA or MBA strongly preferred.
• At least 5 years progressive accounting/finance experience; FinTech or Broker/Dealer preferred.
• Strong knowledge of GAAP, financial analysis, and reporting.
• Excellent collaboration with internal & external stakeholders.
• Experience with NetSuite ERP and Microsoft Office.
• Ability to prioritize tasks and meet deadlines in a fast-paced environment.
• Passion for partnering internally to improve and streamline processes.

Responsibilities

• Oversee all accounting operations including accounts payable, accounts receivable, general ledger, and financial reporting.
• Maintain financial policies and procedures to ensure compliance with relevant laws and regulations, reviewing and updating as needed.
• Prepare and analyze financial statements, budgets, and forecasts to provide accurate and timely information to senior management and external stakeholders.
• Develop and maintain strong relationships with banks, auditors, and other external stakeholders.
• Manage the company's cash flow and investments to ensure adequate liquidity and profitability.
• Ensure that all financial records are accurate, complete, and up-to-date.
• Help lead and develop others on the Accounting team, providing guidance, coaching, and support.
• Collaborate with other departments to provide financial guidance and support on various projects and initiatives.
• Develop and implement internal controls to mitigate financial risks and ensure the integrity of financial reporting.

Skills

Collaboration

Communication

GAAP

Financial analysis

Prioritization

Education

Bachelor's degree in accounting or finance

CPA or MBA preferred

Tools

NetSuite ERP

Microsoft Office

Job description

The ideal candidate will hold a Bachelor's in accounting or finance, with CPA or MBA preferred, and 5+ years of progressive experience, including GAAP knowledge and ERP systems (NetSuite). You will manage cash flow, internal controls, and partner with banks and auditors.

Halo offers a competitive base salary of $100,000–$140,000, plus bonus, with 3 days/week in the office and a full benefits package including 401k, PTO, and on-site gym.