Investment Portfolio Controller | GAAP & Automation Lead

Trinity Capital; Phoenix (AZ); On-site; USD 90,000 - 120,000; Full time

Job summary

A financial services firm located in Phoenix, Arizona, is seeking an experienced Assistant Controller to enhance their investment portfolio accounting. This role requires a minimum of 8 years of accounting experience, CPA certification, and strong leadership skills. The ideal candidate will oversee transaction activities, lead software implementation, and ensure data accuracy. They will work collaboratively to support the company's financial objectives while adhering to high ethical standards. This full-time position offers the opportunity to impact a dynamic financial environment.

Qualifications

• Minimum eight (8) years of accounting experience in public accounting or similar role.
• Strong knowledge of accounting principles and SOX controls.
• Ability to work independently and in a team-oriented environment.

Responsibilities

• Oversee investment portfolio transaction activity ensuring accuracy.
• Lead implementation of new accounting software solutions.
• Prepare investment portfolio disclosures in financial statements.

Skills

Leadership

Attention to detail

Collaboration

Financial analysis

Education

Bachelor’s degree in accounting or finance

Current CPA certification

Tools

Microsoft Dynamics 360 (Business Central)

Job description

A financial services firm located in Phoenix, Arizona, is seeking an experienced Assistant Controller to enhance their investment portfolio accounting. This role requires a minimum of 8 years of accounting experience, CPA certification, and strong leadership skills. The ideal candidate will oversee transaction activities, lead software implementation, and ensure data accuracy. They will work collaboratively to support the company's financial objectives while adhering to high ethical standards. This full-time position offers the opportunity to impact a dynamic financial environment.