Assistant Controller

About the Role

We are seeking a highly experienced and hands-on Assistant Controller to help lead our accounting operations, strengthen our control environment, and scale processes to support a rapidly growing financial services business. This role will oversee core accounting functions, drive operational excellence, and partner cross-functionally to enable strategic decision-making.

Responsibilities

• Coach and develop a small, high-performing team across loan and corporate accounting, fostering a culture of collaboration, ownership, and accountability.
• Oversee a timely, accurate, and efficient month-end close process.
• Streamline accounting processes; ensure compliance with GAAP, including complex areas such as loan accounting, consolidations, securitizations, and investments.
• ERP system implementation — lead the RFP process, drive vendor selection, and manage the end-to-end implementation to modernize and scale our finance infrastructure.
• Manage annual financial statement audits and tax compliance processes, serving as the key liaison with external auditors and tax advisors.
• Partner with FP&A and Capital Markets on forecasting, financing activities, and strategic initiatives.
• Lead technical accounting research and accounting memo preparation for complex transactions.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• CPA or equivalent required.
• 7–10 years of progressive experience in accounting/finance, including 3+ years in loan accounting.
• 3+ years of managerial experience leading accounting teams.
• Proficiency in ERP systems and implementations, plus experience with complementary finance tools such as close management platforms (e.g., Numeric, Blackline, FloQast) and AI-driven process tools.
• Comfortable shifting between leadership and hands-on execution, with a strong attention to detail and bias toward solving problems.
• Consistently identifies opportunities to simplify processes, modernize systems, and strengthen the scalability of finance operations.
• Exceptional written and verbal communication skills, with the ability to collaborate effectively with both technical and non-technical stakeholders.

Preferred Qualifications

Prior technical accounting experience in one or more of the following areas is a strong plus:

• Revenue recognition — ASC 606
• Transfers and Servicing — ASC 860
• Consolidations — ASC 810
• Fair value election — ASC 825
• Distinguishing Liabilities from Equity — ASC 480
• Experience with warehouse lending facilities, securitizations, or other specialty lending products.