Hybrid Assistant Controller — Strategic Finance Leader

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

Benefits offered by this job

On-site gym

Bonus opportunity

Flexible PTO

401k

Paid parental leave

Team outings

Job summary

Halo Investing is seeking an Assistant Controller for our downtown Chicago office (hybrid). You will oversee accounting operations, ensure accurate financial reporting, and drive improvements in internal controls and processes.

The role requires collaboration with internal teams and external stakeholders, with a focus on GAAP-compliant reporting. The ideal candidate has 5+ years of accounting/finance experience, a Bachelor's degree in accounting or finance (CPA/MBA preferred), and experience

Qualifications

• Bachelor's degree in accounting or finance; CPA or MBA strongly preferred.
• At least 5 years of progressive accounting/finance experience; FinTech or Broker/Dealer experience preferred.
• Solid knowledge of GAAP, financial analysis and reporting.
• Excellent collaboration and ability to partner with stakeholders.
• Experience with ERP systems (NetSuite) and MS Office.

Responsibilities

• Oversee all accounting operations including AP/AR, GL, and financial reporting.
• Maintain policies ensuring compliance with laws and regulations; update as needed.
• Prepare and analyze financial statements, budgets and forecasts for senior management and external stakeholders.
• Develop relationships with banks, auditors and external stakeholders.
• Manage cash flow and investments to ensure liquidity and profitability.
• Lead and develop the Accounting team, providing guidance and coaching.
• Collaborate with other departments to provide financial guidance on projects.

Skills

GAAP knowledge

Financial analysis

Strong collaboration

Excellent communication

Prioritization

Education

Bachelor's degree in accounting or finance

CPA or MBA preferred

Tools

NetSuite ERP

Microsoft Office

Excel

Job description

Halo Investing is seeking an Assistant Controller for our downtown Chicago office (hybrid). You will oversee accounting operations, ensure accurate financial reporting, and drive improvements in internal controls and processes.

The role requires collaboration with internal teams and external stakeholders, with a focus on GAAP-compliant reporting. The ideal candidate has 5+ years of accounting/finance experience, a Bachelor's degree in accounting or finance (CPA/MBA preferred), and experience