Assistant Controller

Overview:

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