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Assistant Controller

Job in Lower Merion, Montgomery County, Pennsylvania, 19004, USA
Listing for: Xplora Search Group
Full Time position
Listed on 2026-10-18
Job specializations:
  • Accounting
    Accounting Manager, Financial Reporting, Financial Controller, Financial Compliance
Salary/Wage Range or Industry Benchmark: 90000 - 140000 USD Yearly USD 90000.00 140000.00 YEAR
Job Description & How to Apply Below

A growing, privately held financial services and investment organization is seeking an Assistant Controller to join its accounting and finance team. This is a hands-on leadership opportunity for an experienced accounting professional who can oversee day-to-day accounting operations while partnering closely with senior finance leadership. The position will have responsibility for financial reporting across multiple entities and investments while managing and developing members of the accounting team.

The Assistant Controller will also have exposure to higher-level initiatives involving investments, reporting, process improvement and accounting technology.

About the Role Assistant Controller - Financial Services
  • Location:

    Philadelphia Suburbs
  • Work Arrangement:
    On-site
Responsibilities
  • Lead day-to-day accounting operations and oversee monthly, quarterly and annual close processes.
  • Review financial statements, account reconciliations, work papers and supporting schedules for accuracy and completeness.
  • Oversee accounting and financial reporting across multiple entities and investments.
  • Review cash activity, bank reconciliations, operating expenses and balance sheet activity.
  • Support investment-level and corporate financial reporting.
  • Assist with investment and fund-related accounting activities.
  • Support distributions, financial analysis and other investment-related reporting.
  • Assist with annual audits and coordinate with external accounting and tax partners.
  • Maintain and strengthen internal controls and accounting procedures.
  • Identify opportunities to improve accounting processes, reporting and technology.
  • Manage, mentor and develop members of the accounting team.
  • Partner with other areas of the organization to provide accounting and financial insight.
  • Assist senior finance leadership with special projects and strategic initiatives.
Qualifications
  • Bachelor's degree in Accounting, Finance or related field.
  • 5+ years of progressive accounting experience.
  • Strong financial statement preparation and GAAP accounting knowledge.
  • Real estate accounting experience strongly preferred.
  • Experience managing or overseeing day-to-day accounting operations.
  • Previous team leadership, supervision or mentoring experience.
  • Public accounting experience or a combination of public accounting and industry experience preferred.
  • CPA preferred.
  • Investment or fund accounting exposure is a plus.
  • Strong analytical, organizational and problem‑solving skills.
  • Ability to work effectively in a fast-paced, multi-entity environment.
Required Skills
  • Strong financial statement preparation and GAAP accounting knowledge.
  • Experience managing or overseeing day-to-day accounting operations.
  • Previous team leadership, supervision or mentoring experience.
  • Strong analytical, organizational and problem‑solving skills.
  • Ability to work effectively in a fast-paced, multi-entity environment.
Preferred Skills
  • Real estate accounting experience strongly preferred.
  • Public accounting experience or a combination of public accounting and industry experience preferred.
  • CPA preferred.
  • Investment or fund accounting exposure is a plus.
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