Creative Financial Staffing | Assistant Controller CT | east haven, ct
4 days ago
POSITION DESCRIPTION: Assistant Controller
Summary: Prepare the accounting records and financial statements for the investment entities, various corporations, partnerships, and other entities in a family office setting. The Assistant Controller will also support the Treasury function of the family office, as well as the preparation of workpapers for tax returns. This position has the ability for hybrid remote/office work at the discretion of the CFO.
Qualifications:
• Undergraduate degree in Accounting required.
• Minimum of 7 years of work experience in a CPA or similar firm with financial statement preparation experience. Family Office experience a plus.
• Working knowledge of tax workpaper preparation and tax returns is helpful, but not required.
• Ability to read, analyze and interpret financial information and other day to day correspondence and take appropriate action based on such.
• Ability to effectively communicate (orally and written) with Family Office management and family members of varying financial experience, banking/investment teams, external accountants, attorneys and consultants.
• Strong organizational skills to complete all accounting work efficiently and effectively within appropriate deadlines with minimal supervision.
• Strong analytical skills with a willingness to improve processes and internal controls.
• Strong technology skills preferred with proficiency in Excel (advanced), Word, PowerPoint, and general ledger software such as QuickBooks (Desktop), Sage Intaact,or SEI Archway.
• Positive, service-oriented attitude towards Family Office clients, fellow team members, and other service providers.
• Self-directed with a good work ethic and standard for excellence.
Specific Duties:
Accounting and Financial Reporting Services
• Update current entity general ledgers to tax basis financial accounting from existing ledgers in QuickBooks Online for eventual transition to new software.
• Build a working relationship with the Direct Investments team to stay ahead of transactions and collect appropriate documentation and approvals to assist in executing the transactions.
• Assist with creation of internal controls around vendor payments and cash movement.
• Bill payment and associated cash management for multiple entities, focusing on proper approval prior to cash movement.
• Prepare all cash and non-cash journal entries with proper supporting documentation.
• Prepare bank reconciliations for review by the Controller.
• Prepare and review entity financial statements for periodic distribution to Family Office Management and the Principal.
• Prepare entity cash projections to assist the CFO in identifying shortfalls or excess cash for investment.
• Prepare annual budgets and forecasts as needed.
• Maintain accurate and up-to-date files for each entity on internal network.
Tax Compliance and Planning
• Create process to prepare and provide tax workpapers to external accounting firm on a timely basis.
• Respond to requests of information for external accounting firm.
• Review of draft tax returns prepared by external accounting firm.
• Assist as needed with quarterly tax estimates for various entities.
• Assist with electronic transfer of tax payments.
• Manage timely payment of real estate taxes for entity-owned properties.
Other Financial Services
• Coordinate capital calls and other cash transfers with relevant banks for timely cash movement.
• As directed, assist the Principal or other Family Members with financial transactions
Family Office Development and Administration
• Follow policies and procedures established by the Company.
• Maintain absolute confidentiality regarding all financial and family relationship information.
• Assist in the creation and maintenance of electronic file storage for all files.
• Assist in development of processes to improve efficiencies.
• Be a proactive part of the team, providing support to the family and family office team members.
• Be flexible to changes in this position description as we grow the Family Office.
• Be open to other duties as assigned by the Controller or Family Office Management.
#LI-GW1
#INNOV2024
-
East Haven, CT, United States Creative Financial Staffing Full timePOSITION DESCRIPTION: Assistant Controller Reports to: CFO and ControllerSummary: Prepare the accounting records and financial statements for the investment entities, various corporations, partnerships, and other entities in a family office setting. The Assistant Controller will also support the Treasury function of the family office, as well as the...
-
new haven, United States Creative Financial Staffing Full timeFinancial Analyst II Reporting to the Assistant Director of Financial Reporting, this role is part of the Accounting Compliance & Optimization team. Primary responsibilities include managing the Chart of Accounts (COA), internal controls, financial reporting, and analysis. The role also supports departments by providing guidance, collaborating on solutions,...
-
new haven, United States Creative Financial Staffing Full timeFinancial Analyst II Reporting to the Assistant Director of Financial Reporting, this role is part of the Accounting Compliance & Optimization team. Primary responsibilities include managing the Chart of Accounts (COA), internal controls, financial reporting, and analysis. The role also supports departments by providing guidance, collaborating on solutions,...
-
New Haven, CT, United States Creative Financial Staffing Full timeFinancial Analyst II Reporting to the Assistant Director of Financial Reporting, this role is part of the Accounting Compliance & Optimization team. Primary responsibilities include managing the Chart of Accounts (COA), internal controls, financial reporting, and analysis. The role also supports departments by providing guidance, collaborating on solutions,...
-
Assistant Controller CT
2 days ago
east haven, United States Creative Financial Staffing Full timePOSITION DESCRIPTION: Assistant Controller Reports to: CFO and ControllerSummary: Prepare the accounting records and financial statements for the investment entities, various corporations, partnerships, and other entities in a family office setting. The Assistant Controller will also support the Treasury function of the family office, as well as the...
-
East Haven, United States Soliant Full timeJob DescriptionJob DescriptionMinimum 1+ years speech therapy experience required.Soliant has partnered with a school district in East Haven, CT, and is seeking a contract SLP to work with Middle School students for the remainder of the school year. The applicant will be focused only on direct therapy--this is a fantastic opportunity for any clinicians who...
-
East Haven, United States Soliant Full timeJob DescriptionJob DescriptionMinimum 1+ years speech therapy experience required.Soliant has partnered with a school district in East Haven, CT, and is seeking a contract SLP to work with Middle School students for the remainder of the school year. The applicant will be focused only on direct therapy--this is a fantastic opportunity for any clinicians who...
-
East Haven, United States Soliant Full timeMinimum 1+ years speech therapy experience required.Soliant has partnered with a school district in East Haven, CT, and is seeking a contract SLP to work with Middle School students for the remainder of the school year. The applicant will be focused only on direct therapy--this is a fantastic opportunity for any clinicians who like more contact time, and...
-
new haven, United States Creative Financial Staffing Full timeSenior AccountantOur client is a Manufacturing firm looking for a Senior Accountant to join their team as soon as possible!Why Work Here? Opportunity for professional growth and development in a fast-paced manufacturing environment Collaborative and supportive team culture that values innovation and excellence Great location! Overview of the Senior...
-
new haven, United States Creative Financial Staffing Full timeSenior AccountantOur client is a Manufacturing firm looking for a Senior Accountant to join their team as soon as possible!Why Work Here? Opportunity for professional growth and development in a fast-paced manufacturing environment Collaborative and supportive team culture that values innovation and excellence Great location! Overview of the Senior...
-
Financial Controller Assistant
4 weeks ago
New Haven, Connecticut, United States Creative Financial Staffing Full timeFinancial Controller Assistant RoleAt Creative Financial Staffing, we are seeking a highly skilled Financial Controller Assistant to join our team. As a key member of our financial team, you will be responsible for preparing accounting records and financial statements for our investment entities, corporations, partnerships, and other entities in a family...
-
new haven, United States Creative Financial Staffing Full timeAccounts Payable Specialist Our client is currently seeking a detail-oriented and experienced Accounts Payable Specialist to join our finance team. The Accounts Payable Specialist will be responsible for managing all aspects of the accounts payable process, ensuring accuracy, efficiency, and timely payments to vendors and suppliers. This role is critical in...
-
New Haven, CT, United States Creative Financial Staffing Full timeSenior AccountantOur client is a Manufacturing firm looking for a Senior Accountant to join their team as soon as possible!Why Work Here? Opportunity for professional growth and development in a fast-paced manufacturing environment Collaborative and supportive team culture that values innovation and excellence Great location! Overview of the Senior...
-
south haven, United States Creative Financial Staffing Full timeCFS has partnered with a growing company in South Haven that's adding a Senior Tax Accountant to their company. Our client is a full service CPA firm providing tax, accounting and consulting needs to individuals and businesses throughout West Michigan. Our client offers flexibility, 40 hour work weeks during busy season, growth opportunities and great...
-
new haven, United States Creative Financial Staffing Full timeJoin Our Clients Tax Team as an International Tax Analyst! Are you a skilled tax professional with a passion for navigating complex international tax regulations? Do you thrive in a dynamic, fast-paced environment? We are looking for a highly motivated International Tax Analyst to join the team. What You'll Do: Analyze and interpret international tax laws...
-
New Haven, Connecticut, United States Soliant Full timeWe are seeking a skilled Speech Language Pathologist to join our team at a middle school in East Haven, CT. The ideal candidate will have a minimum of 1+ years of experience in speech therapy and be licensed to practice in Connecticut.Job Responsibilities:Provide speech and/or language therapy to students identified with communication disorders.Maintain...
-
NEW Behavior Therapist Position
2 weeks ago
East Haven, United States Soliant Full timeJob DescriptionJob DescriptionMinimum 1+ years Behavior Specialist experience required.Soliant is a leading staffing agency dedicated to connecting skilled professionals with rewarding opportunities in education and healthcare. We are currently seeking a passionate School Behavioral Therapist to join our team nearEast Haven, CT. If you are mitted to...
-
NEW Behavior Therapist Position
2 weeks ago
East Haven, United States Soliant Full timeJob DescriptionJob DescriptionMinimum 1+ years Behavior Specialist experience required.Soliant is a leading staffing agency dedicated to connecting skilled professionals with rewarding opportunities in education and healthcare. We are currently seeking a passionate School Behavioral Therapist to join our team nearEast Haven, CT. If you are committed to...
-
Licensed Financial Advisor
3 weeks ago
New Haven, United States National Financial Network Full time- Seeking a Licensed Financial Advisor based in New Haven, CT, US- Responsibilities entail collaborating with individuals and local businesses to offer financial services and products- Key focus on safeguarding assets, promoting financial literacy, and fostering wealth accumulation- Opportunity to contribute positively to the community while exploring...
-
South Haven, MI, United States Creative Financial Staffing Full timeCFS has partnered with a growing company in South Haven that's adding a Senior Tax Accountant to their company. Our client is a full service CPA firm providing tax, accounting and consulting needs to individuals and businesses throughout West Michigan. Our client offers flexibility, 40 hour work weeks during busy season, growth opportunities and great...
