Assistant Controller

Confidential Alternative Investment Firm

A well-established and highly respected alternative investment management firm is seeking an Assistant Controller to support its corporate accounting function.

Designed as a succession plan to the Corporate Controller, this role provides direct exposure to senior leadership, complex accounting matters, and firmwide financial operations. The scope is focused exclusively on corporate accounting and reporting; fund accounting is managed by a separate, dedicated team. The ideal candidate is a CPA (preferably Big 4) with deep investment management experience who can operate at a high technical level today while preparing to assume broader controller responsibilities over time.

WHAT MAKES THIS POSITION AWESOME

• True succession opportunity with a clear path to Corporate Controller

• Corporate accounting focus only — no fund accounting responsibilities

• High-caliber finance leadership and sophisticated operating environment

• Visibility with senior executives and influence on accounting/finance decisions

• Stable, growth-oriented organization with a long-term mindset

• Hands-on role with strategic leadership development

KEY RESPONSIBILITIES

Financial Reporting & Close

• Assist with monthly, quarterly, and annual corporate close processes

• Prepare and review journal entries, balance sheet reconciliations, and schedules

• Support preparation of corporate financial statements and management reporting

• Perform variance analysis and communicate results to senior leadership

Internal Controls & Compliance

• Maintain and enhance internal control policies and procedures

• Support internal and external audits, including audit schedules and responses

• Ensure compliance with U.S. GAAP and firm accounting policies

Technical Accounting & Governance

• Research and evaluate accounting guidance for complex transactions

• Draft technical accounting memoranda and recommendations

• Assist with corporate tax reporting and coordination with external advisors

Process Improvement & Systems

• Identify opportunities to streamline accounting workflows

• Partner with cross-functional teams on systems and reporting enhancements

• Participate in system implementations and upgrades

Team Leadership & Development

• Review staff work and provide coaching and mentorship

• Assist in managing deadlines and workflow across the team

• Serve as a key backup to the Corporate Controller

REQUIRED QUALIFICATIONS

• Bachelor’s degree in Accounting or Finance

• CPA required; Big 4 experience strongly preferred

• 7+ years of progressive accounting experience

• Significant experience within investment management or financial services

• Strong command of U.S. GAAP and internal controls

PREFERRED QUALIFICATIONS

• Combination of public accounting and industry experience

• Demonstrated process improvement mindset

• Prior experience mentoring accounting professionals