Assistant Controller

Industry: Services Other Education: CPA Compensation $: 110-120K

Overview:

The Finance Department Limited (TFDL) specializes in the Strategic Placement of Accounting & Finance Professionals on a Contract or Permanent basis. For over 25 years, TFDL has been successfully servicing a select group of clients, providing them with the best Intermediate-to-Senior level talent in the industry. (BMH3xR1) Our client, a single-family investment office, is looking for an accounting professional to join their team.

This role reports to the Controller.

Responsibilities:

Oversee the full accounting cycle for a variety of entities (corporations, trusts, foundations, and joint ventures)

Identify and assess financial reporting options and recommend financial actions by analyzing accounting options

Manage annual external audits

Mentor and develop accounting staff as part of department succession planning

Assist in developing, updating, and compiling management reporting

Review periodic reporting packages from portfolio investment companies

Take lead in identifying and implementing on-going improvements to procedures, processes, and reporting including use of technology solutions

Responsible for investment performance measurement function including management of monthly/quarterly reporting cycle, control design and implementation, and oversight of process effectiveness and efficiency

Ad-hoc analysis and projects

Take ownership of delegated assignments and ensure that filing/reporting requirements and deadlines are met

Protect organization’s value by keeping information confidential.

Update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations

Qualifications:

CPA

University business degree

6-10 years accounting experience

Experience in a management/supervisory role

Family Office or Investment/Holding company experience desirable

GAAP knowledge – ASPE and ASNPO

Good income tax knowledge

Microsoft Dynamics Business Central (or related) – Asset

Excel - Proficiency

Taxprep - Working knowledge

CCH Tagetik – Asset

Demonstrates strong communication skills both with internal and external stakeholders