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Assistant Controller
7 days ago
Come be a part of this disruption in the financial services marketplace
By joining the Level Four family of companies, you'll be joining one of the fastest growing wealth management firms in the country.
We offer:
Casual Work Environment
Generous Paid Time Off
Flexible Work Schedule
Great Benefits
And More...
Come take your career path to the next level
The Assistant Controller will help manage the accounting department.
They will help plan and direct all finance and accounting operational functions, manage the accumulation and consolidation of financial information for financial statements, assess accounting and internal control systems, and guide departmental staff.
They will be involved with handling key decisions, challenges, negotiations and be an influencer within the team and throughout the organization.
As a leader, they will encourage innovative ideas that are sound and progressive, challenge the status quo, and support creativity in their area of responsibility.
This position reports to the Controller.This position works on-site Monday through Friday at our Dallas, TX office.
Responsibilities will include assisting with:
Ensuring timely cash collection by driving the timing for monthly billing and other cash management techniques
Preparing cash-flow reports that project cash needs at weekly and monthly intervals, and handle daily cash management
Performing duties beyond formal job responsibilities
Working closely with executive team and partners to facilitate efficient and effective firm-wide operation
Managing the production of and monthly monitoring of the annual budget and forecasts
Analyzing, applying and improving policies, procedures, controls and most methodologies
Researching, preparing and executing Finance Department initiatives such as software and systems implementation and other departmental or firm-wide improvements, as required
Presenting executive committee and partners with monthly financial reports
Guiding all operations of the finance department, including accounts payable, billings & collections, and payroll
Additional duties as required
Successful Assistant Controller candidates will have:
Budget forecasting experience
Recent experience with accrual-based accounting highly preferred
Experience in Wealth Management, Investment Management (broker dealer and/or RIA), and/or Insurance highly desired
Experience in a public CPA firm, or experience working with multiple entities accounting, or books
Experience preparing complex A/P for multiple entities.
Expert proficiency with QuickBooks, especially class tracking & reporting within QB
Knowledge of NetSuite an added plus
Minimum two (2) years of bookkeeping experience and an accounting degree is preferred
Minimum two (2) years' experience processing A/P for a company that has multiple entities
Competency and technical skills set to include (but are not limited to) strong knowledge of accounting principles and standard accounting processes for recording company's business transactions into a general ledger, account reconciliations and work paper preparation
Prepare and post journal entries
Self-starter, ability to identify issues and resolve problems
Commitment and ability to meet critical business deadlines
Proficiency with MS Excel
Detail oriented
Sound organizations skills with a proven method
Ability to multi-task under pressure
Professional demeanor and appearance
Ability to work independently as well as in a team environment
Ability to positively interact with many types of people
Good oral and written communication skills
Demonstrated history of autonomous responsibility
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