Controller

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Summary

Looking to hire a Controller to play an integral role in supporting strategic initiatives for the firm. Role will work closely with the entire finance team to enhance accounting controls and create efficiencies with daily and monthly processes.


Company Information:
  • Leading Global Investment Manager
    • Opportunity to work out of NYC or Connecticut Office
    • 3x in Office
    • $100B+ in AUM
    • Very competitive benefits
    • Lots of potential for growth and development

• High level of exposure to senior management


Job Description:

• Assist in the management and completion of the monthly financial close. 

• Manage and mentor a team of accountants

• Preparation and analysis of quarterly financial statements

• Improve, formalize, and partner with Technology to improve/automate processes

• Manage firm liquidity and prepare cash reporting package.

• Oversight of Family Office Services platform provided to the firms’ clients.


Requirements / Qualifications:
  • Undergraduate degree in accounting and CPA required  
  • Good oral and written communications skills. 
  • Detail-oriented and resourceful with excellent organizational and project-management skills 
  • Proven ability to take initiative, be proactive, and accountable 
  • 5-8 years accounting experience, management experience, and Financial Services preferred 
  • Experience with accounting software required, Microsoft Dynamics 365 preferred 

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