Assistant Controller

About the role

This position will direct the accounting operations functions of the Company. It will oversee the monthly close process including approving JEs and review of balance sheet account reconciliations and account substantiations, and related month-end reporting to management, board of directors and regulatory agencies.

Responsibilities

• Manage month end close reporting package, timeline and overall process with other accounting managers.
• Oversight of the revenue cycle for Trust and Investment Management, including: initial set-up of clients in systems, revenue calculations, accurate and timely billing and collections, tracking of receivables by client, analytical reviews, accurate and timely reporting for SEC and call reports.
• Full ownership of the accounting for mortgage loans held for sale and related derivative assets and liabilities, including assessing new transactions for proper accounting treatment, reporting and disclosure.
• Involvement in and oversight of general ledger entry preparation and review, account reconciliation reviews, and month-end close process including reporting results to Management.
• Assist in review of certain financial reporting schedules for Call/Regulatory Reporting and SEC filings from Accounting Operations area.
• Oversee the payroll process including benefits billing and compensation accruals and creating strong procedures and job aids to assist associates in properly tracking and recording time.
• Drive change by leading Accounting projects for improved efficiency through process and system enhancements as well represent accounting in companywide projects and system implementations.
• Lead and develop a team of 6-7 employees, including 2-3 direct reports, ensuring the highest standard of performance, teamwork, development and service.

Requirements

• Bachelor’s degree in Accounting, Finance, or related business field required.
• 10–15 years of accounting or finance experience within financial services.
• 4+ years of people leadership experience.
• Strong knowledge of accounting operations, internal controls, and financial reporting.
• Experience with public company accounting, trust accounting, mortgage or loan accounting, and SOX environments preferred.
• Advanced Microsoft Excel skills and strong analytical abilities.
• Excellent communication, organization, and problem-solving skills.
• CPA preferred.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related business field.
• 10–15 years of accounting or finance experience within financial services.
• 4+ years of people leadership experience.
• Strong knowledge of accounting operations, internal controls, and financial reporting.
• Experience with public company accounting, trust accounting, mortgage or loan accounting, and SOX environments.
• Advanced Microsoft Excel skills and strong analytical abilities.
• Excellent communication, organization, and problem-solving skills.
• CPA.

Skills

• Accounting operations
• Internal controls
• Financial reporting
• Public company accounting
• Trust accounting
• Mortgage or loan accounting
• SOX environments
• Microsoft Excel
• Advanced analytical abilities
• Communication
• Organization
• Problem-solving
• Leadership
• Teamwork
• Development
• Service

Benefits

• Comprehensive health and wellness benefits, including: Health savings accounts (HSA), Flexible spending accounts (FSA), Medical, dental, and vision coverage, Generous paid time off and bank holidays.
• Sponsorship and support for obtaining professional certifications.
• Training and professional development programs.

Pay

Competitive base salary: $121,000 - $194,000/YR, plus strong bonus potential.

Schedule

Full-time, exempt position. In-office only.