Controller

Controller

Responsibilities

• Lead all accounting operations, including general ledger management and month-end, quarter-end, and year-end close processes.
• Oversee accounts payable, payroll, and accounting staff while supporting training and development initiatives.
• Manage quarterly client billing processes and collaborate with operations teams to ensure accuracy and efficiency.
• Prepare annual audited financial statements and quarterly internal financial reporting packages.
• Review and approve journal entries, accruals, reconciliations, and other closing activities.
• Develop, document, and enhance accounting policies, procedures, and internal controls.
• Cook up annual audit and tax support requests with external providers.
• Cook up quarterly Board of Directors reporting materials and presentations.
• Partner with executive leadership on budgeting, forecasting, and financial planning activities.
• Perform accounting research and ensure compliance with GAAP and applicable regulations.
• Provide financial analysis to support strategic initiatives, capital investments, pricing decisions, and contract negotiations.
• Develop ad hoc financial reporting and analysis for senior leadership as needed.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, or a related field.
• 4+ years of progressive accounting or finance experience.
• Strong experience preparing and analyzing financial statements.
• Advanced analytical, organizational, and problem-solving skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Advanced Excel and financial reporting skills.
• Experience with international accounting and foreign currency transactions.
• Background within public accounting, investment management, asset management, or financial services environments preferred.
• Strong communication and interpersonal skills.
• Self-motivated with the ability to work independently and take ownership of key initiatives.

Preferred Qualifications

• CPA designation.
• Experience calculating investment management or asset management fees.
• Experience with NetSuite, Spreadsheet Server, Concur Expense, and corporate banking platforms.
• Prior experience within an investment management or asset management organization.

What's Offered

• Competitive compensation package.
• Comprehensive healthcare benefits.
• 401(k) and retirement savings programs.
• Collaborative, team-oriented culture.
• Opportunity to work with a well-established and highly respected investment management firm.
• Hybrid work environment for Los Angeles-based candidates, with remote opportunities available for qualified out-of-state applicants.