Strategic Assistant Controller - FinTech, Hybrid Chicago

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

Benefits offered by this job

Hybrid role

Base salary

Bonus plan

Identity protection

Pet insurance

Accident insurance

Flexible PTO

401k

Parental leave

On-site gym

Team outings

Job summary

Halo Investing, Inc. seeks an Assistant Controller for our downtown Chicago office in a hybrid role. You will oversee the company's accounting operations and ensure timely, accurate financial reporting.

The ideal candidate has a Bachelor's degree in accounting or finance, 5+ years of accounting/finance experience (FinTech preferred), strong GAAP knowledge, and excellent collaboration and communication skills. NetSuite and MS Office proficiency are required.

Qualifications

• Bachelor's degree in accounting or finance.
• CPA or MBA strongly preferred.
• 5+ years in accounting/finance.
• GAAP knowledge and financial reporting.
• Experience with FinTech or Broker/Dealer a plus.

Responsibilities

• Oversee all accounting operations, including accounts payable, accounts receivable, general ledger, and financial reporting.
• Maintain financial policies and procedures that ensure compliance with laws and regulations.
• Prepare and analyze financial statements, budgets, and forecasts for senior management and external stakeholders.
• Develop relationships with banks, auditors, and other external stakeholders.
• Manage the company's cash flow and investments to ensure 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 and coaching.
• Collaborate with other departments to provide financial guidance on projects and initiatives.
• Develop and implement internal controls to mitigate financial risks and ensure integrity of financial reporting.

Skills

GAAP knowledge

Financial analysis

Financial reporting

Collaboration

Communication

ERP systems (NetSuite)

Microsoft Office

Deadline driven

Process improvement

Education

Bachelor's degree in accounting or finance

CPA or MBA preferred

Tools

NetSuite ERP

Microsoft Office

Job description

Halo Investing, Inc. seeks an Assistant Controller for our downtown Chicago office in a hybrid role. You will oversee the company's accounting operations and ensure timely, accurate financial reporting.

The ideal candidate has a Bachelor's degree in accounting or finance, 5+ years of accounting/finance experience (FinTech preferred), strong GAAP knowledge, and excellent collaboration and communication skills. NetSuite and MS Office proficiency are required.