Financial Controller Assistant

2 weeks ago


New Haven, Connecticut, United States Creative Financial Staffing Full time
Job Title: Assistant Controller

Are you a detail-oriented accounting professional looking for a challenging role in a dynamic family office setting? We are seeking an experienced Assistant Controller to join our team at Creative Financial Staffing.

Job Summary:

The Assistant Controller will be responsible for preparing accounting records and financial statements for various entities, including corporations, partnerships, and other investments. This role will also involve supporting the Treasury function and preparing workpapers for tax returns. The ideal candidate will have a strong background in accounting, excellent analytical skills, and the ability to communicate effectively with family office management and external partners.

Key Responsibilities:
  • Prepare accounting records and financial statements for various entities
  • Support the Treasury function and prepare workpapers for tax returns
  • Assist with the preparation of annual budgets and forecasts
  • Manage cash and non-cash journal entries, bank reconciliations, and entity financial statements
  • Develop and maintain internal controls around vendor payments and cash movement
  • Prepare and review entity cash projections to identify shortfalls or excess cash for investment
  • Collaborate with the Direct Investments team to stay ahead of transactions and collect necessary documentation and approvals
Requirements:
  • Undergraduate degree in Accounting required
  • Minimum of 7 years of work experience in a CPA or similar firm with financial statement preparation experience
  • Working knowledge of tax workpaper preparation and tax returns is helpful but not required
  • Strong analytical skills and ability to read, analyze, and interpret financial information
  • Excellent communication and interpersonal skills
  • Ability to work independently with minimal supervision and prioritize tasks effectively
What We Offer:

Our company offers a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package. If you are a motivated and detail-oriented accounting professional looking for a new challenge, we encourage you to apply for this exciting opportunity.



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