Assistant Controller

Role Summary:  

We are seeking an experienced and detail-oriented Assistant Controller to join our finance team. The Assistant Controller will be responsible for managing the day-to-day accounting function, assisting with financial reporting, maintaining strong internal controls, and contributing to process improvements as the company grows.

Key Responsibilities:

• Oversee and participate in day-to-day accounting functions including accounts payable, accounts receivable, journal entries, and general ledger maintenance
• Own month-end close process, including account reconciliations, accruals, and financial statement preparation, ensuring accuracy and compliance with accounting standards (GAAP/IFRS) 
• Maintain and continuously strengthen internal controls, accounting policies, and procedures in alignment with GAAP. Serve as a key point of contact for external auditors and lead audit preparation and follow-ups
• Evaluate current accounting processes and systems to identify and implement improvements. Drive automation and scalability to support a growing company environment
• Collaborate with internal stakeholders including Operations, Lending, and Executive teams to ensure financial integrity and alignment. Provide support and oversight to junior accounting team members and contribute to their development
• Participate in and support strategic and ad hoc projects, such as ERP enhancements, system migrations, acquisition integration, or new product launches

Reports to: Director of Finance 

Interacts with: Asset Servicing, HR, Legal, External Auditors, Finance Consultants, Leadership Team 

Travel required: As needed

Location: anywhere in US (working hours in Eastern Time Zone) 

Education and Functional Experience:

• CPA Required
• Bachelor’s degree in Accounting, Finance or related field  
• Minimum of 5+ years experience in accounting, with at least 3 years in a similar capacity  
• Experience with QuickBooks or similar accounting software
• Experience working in banking, lending or financial institutions a plus 

Behavioral & Interpersonal Skills:

• Comfortable operating in dynamic and evolving environments. Maintains productivity and clarity when faced with ambiguity, and adapts quickly to shifting priorities without losing momentum.
• Solutions-oriented mindset with a focus on progress over perfection. Demonstrates resilience and poise under pressure.
• Customer-centric in approach, with a strong awareness of how accounting decisions impact internal teams, external partners, and overall business operations.
• Strong relationship-builder with the ability to engage across departments and levels. Communicates clearly and effectively, with emotional intelligence and tact.
• Balances confidence with humility—assertive when needed, but always collaborative. Able to influence without authority and gain trust through consistency and follow-through.