Assistant Controller

Base pay range

$175,000.00/yr - $175,000.00/yr

Overview

Global Sales Operations Manager | Optimizing Sales Tools & Strategy for High-Performing Consultants. Currently representing a Boutique Wealth Management firm that specializes in advising high net worth individuals. They are seeking a Senior Accounting Manager to administer the company\'s accounting operations and collaborate with the accounting and finance teams.

Location: NYC (Hybrid)

Compensation: $120-170k

Responsibilities

• Assist Controller with daily functions, including accounts payable and receivable, fixed asset management and general ledger.
• Prepare monthly, quarterly, and annual statements following GAAP regulations.
• Ensure accurate and timely financial transactions and proper documentation of cash movements.
• Support the budgeting and forecasting processes
• Collaborate with the finance team for other key business initiatives
• Develop financial reports for internal and external stakeholders.
• Prepare audits with accurate documentation and resolving discrepancies.
• File federal, state, and local tax returns

Qualifications

• Bachelor\'s degree in accounting, finance, or a related field.
• Certified Public Accountant (CPA) required.
• Expert knowledge of GAAP regulations and closing processes.
• 4-8 years of upward trajectory in an accounting career.
• Audits and compliance knowledge
• Strong background in financial reporting and general ledger oversight.
• Process Automation experience
• Experience with tax preparation
• Proficiency in MS Office must be able to work within our spreadsheet programs.
• Knowledge of specific software preferred (such as NetSuite and Concur).
• Ethical handling of confidential financial information.