Assistant Controller - Investment Firm in Boston

Assistant Controller / Accounting Manager
Needham, MA (Onsite)

Daley & Associates is partnering with a highly respected specialty finance and investment firm with a long-standing track record of supporting middle-market businesses across the retail, consumer products, and supply chain sectors. Backed by a well-established organization with decades of industry expertise, this is an excellent opportunity to join a growing finance team and gain exposure to a unique lending and investment platform.

This role offers broad exposure across accounting, treasury, financial reporting, budgeting, and asset-based lending operations, making it an ideal opportunity for someone looking to accelerate their career in a dynamic and highly visible environment.

• Prepare and support weekly borrowing base certificates and lender reporting
• Assist with monthly financial statements and bank reporting packages
• Participate in budgeting, forecasting, and financial modeling activities
• Support daily banking transactions, borrower fundings, and lender advances
• Prepare schedules and supporting documentation for field exams and annual audits
• Learn and utilize proprietary loan reporting systems and tools

• CPA preferred
• 3–5 years of public accounting experience
• Exposure to banking or financial services clients is a plus
• Strong Excel skills and overall analytical capabilities
• Excellent communication skills and ability to thrive in a team-oriented environment

• Base Salary: $100,000–$115,000 dependent on experience
• 100% employer-paid medical, dental, and vision coverage
• 401(k) with 5% company match

If you're interested in learning more, please apply directly and email your resume to Cassidy Sullivan at