Senior Assistant Controller - Close & GAAP Expert

KBW Financial; Waltham (MA); On-site; USD 140,000 - 160,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

KBW Financial in Waltham, MA seeks an Assistant Controller to join a growing Finance & Accounting team. This newly created role offers hands-on responsibilities across the accounting function and close collaboration with the Controller.

The ideal candidate has 7+ years of accounting experience, strong month-end close and GL expertise, and a track record in process improvement and team supervision.

Qualifications

• 7+ years of progressive accounting experience with month-end close and general ledger expertise.
• Bachelor’s degree in Accounting, Finance, or related field.
• Experience supervising accounting professionals.
• Strong GAAP knowledge, financial reporting, and internal controls.
• Advanced Excel skills for schedules, reconciliations, and reporting.
• ERP experience and ability to learn new systems quickly.
• Process-improvement mindset to drive efficiency and consistency.

Responsibilities

• Lead and support month-end, quarter-end, and year-end close activities.
• Maintain accuracy of the general ledger and ensure proper coding and timely resolution.
• Oversee accounts payable, billing, and other operational accounting activities.
• Review work of team members and provide guidance to meet deadlines.
• Improve close procedures, reconciliations, documentation, and internal controls.
• Develop Excel-based reporting, schedules, and tools to increase efficiency.
• Support financial statement prep, management reporting, audits, and ERP initiatives.
• Identify opportunities for automation and more consistent accounting processes.

Skills

Advanced Excel

GAAP knowledge

ERP systems

Process improvement

Leadership/Supervision

Education

Bachelor’s degree in Accounting, Finance, or related field

Tools

ERP software

Job description

KBW Financial in Waltham, MA seeks an Assistant Controller to join a growing Finance & Accounting team. This newly created role offers hands-on responsibilities across the accounting function and close collaboration with the Controller.

The ideal candidate has 7+ years of accounting experience, strong month-end close and GL expertise, and a track record in process improvement and team supervision.