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Associate Controller

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: Headfarmer
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
    Financial Manager, Financial Analyst
Job Description & How to Apply Below

Managing Director, Accounting & Finance Search

Headfarmer is partnering with a growth-oriented investment firm with a diversified private investment platform to identify an Associate Controller, Investments
. This role sits within a sophisticated finance organization and plays a critical part in supporting investment accounting, reporting, and operational scalability.

This is a senior leadership opportunity for a technically strong accounting professional who enjoys building, improving, and scaling investment accounting processes in a fast-paced environment.

The Opportunity

This role will help drive accuracy, insight, and efficiency across investment portfolio accounting and reporting. The ideal candidate brings a strong technical foundation, experience operating within complex investment structures, and the ability to collaborate across finance, portfolio management, and valuation teams.

Key Responsibilities
  • Oversee investment portfolio transaction activity, loan servicing, and portfolio monitoring, ensuring accuracy and data integrity
  • Partner with portfolio management and finance teams on investment modifications, repayment scenarios, and portfolio analytics
  • Collaborate with valuation teams to support investment structures and reporting
  • Lead the implementation and integration of new investment or portfolio accounting systems, including data migration and workflow automation
  • Supervise and participate in month-end, quarter-end, and year-end close processes
  • Prepare and review investment-related financial statement disclosures in compliance with GAAP and applicable regulatory standards
  • Support preparation of board and executive-level materials related to investment portfolio performance
  • Develop and enhance standardized reporting templates, processes, and operating procedures
  • Maintain and strengthen SOX-aligned internal controls and process documentation
  • Lead, mentor, and develop a team of accounting and finance professionals
What We’re Looking For
  • Bachelor’s degree in Accounting or Finance
  • Active CPA certification
  • 8+ years of progressive accounting experience with a combination of Big 4 Financial Services (FSO) experience and in-house experience at an asset manager
  • Big 4 background supporting asset management, private credit, credit funds, or regulated investment vehicles
  • Post‑Big 4 experience within a private credit platform, asset manager, or alternative investment firm
  • Strong understanding of investment accounting, valuation processes, and financial reporting
  • Experience working in a SOX-regulated or highly controlled reporting environment
  • Proven ability to lead teams, manage complexity, and partner cross‑functionally
  • Strong communication skills with the ability to translate complex financial topics for non‑finance stakeholders
Why This Role
  • Senior‑level ownership within investment accounting and reporting
  • Opportunity to lead systems modernization and process improvement initiatives
  • High visibility across finance, portfolio management, and leadership teams
  • Competitive compensation and long‑term growth opportunity

For immediate consideration, APPLY NOW!

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Accounting/Auditing, Strategy/Planning, and Management

Industries

Financial Services and Investment Management

Benefits
  • Vision insurance
  • Medical insurance
  • 401(k)
  • Paid maternity leave
  • Paid paternity leave
  • Disability insurance
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Position Requirements
10+ Years work experience
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