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Assistant Corporate Controller
3 months ago
Summary:
We are seeking a highly skilled and detail-oriented Senior Financial Reporting Manager to oversee the financial reporting for our expanding multi-asset investment management platform, managing billions of dollars in assets. This role involves comprehensive management of financial reporting for multiple Registered Investment Advisers and other corporate entities, including international subsidiaries. The ideal candidate will excel in problem-solving and process improvement, ensuring timely, accurate, and reliable financial reporting.
Key Responsibilities:
- Financial Reporting: Oversee financial reporting for six investment management corporate entities, including multiple Registered Investment Advisers and international entities. Prepare quarterly and annual consolidated financial statements with supporting schedules and footnotes.
- Audit Coordination: Coordinate and manage annual audit activities with external auditors.
- Budget Reporting: Prepare quarterly and ad hoc budget-to-actual reports for senior management.
- Collaboration: Work closely with SVPs and senior leadership across corporate departments on quarterly and annual budgets and reforecasts.
- Team Management: Manage and train the corporate accounting team, including a Senior Accountant and several external accounting resources.
- Day-to-Day Operations: Oversee day-to-day accounting operations and month-end close processes for corporate entities, including general ledger account reconciliations and proper allocation of income and expenses.
- Complex Accounting Issues: Research and document conclusions on complex accounting topics as needed.
- Process Improvement: Partner with the Corporate Controller on projects to enhance efficiency and quality across the corporate accounting function, including implementing new technology and automation, integrating new business lines and investments, and other process improvements.
- Ad Hoc Duties: Perform additional duties and projects as required.
Supervisory Responsibilities:
- Supervise the Senior Corporate Accountant and three external accounting staff resources.
- Responsibilities include training staff, planning, assigning, and directing work, conducting performance reviews, addressing complaints, and resolving problems.
- Promote and instill the company’s leadership traits and values in all associates, fostering an environment that encourages success.
Qualifications:
- Bachelor’s degree in Accounting, Finance, or a related field.
- CPA certification preferred.
- Minimum of 6 years of experience in financial reporting, preferably within the investment management industry.
- Strong knowledge of GAAP and financial reporting standards.
- Excellent analytical and problem-solving skills.
- Proficiency in accounting software and Microsoft Excel.
- Experience with international entities and complex financial structures.
- Exceptional organizational and time management skills.
- Strong communication and interpersonal skills.
- Ability to work independently and lead a team effectively.
What We Offer:
- Competitive salary and benefits package.
- Opportunities for professional growth and development.
- A collaborative and supportive work environment.
- The chance to be part of a dynamic and innovative company.