Assistant Controller at Creative Financial Staffing

Assistant Controller

Join a dynamic, growth-focused team where your expertise in accounting and financial management will make a direct impact! As an Assistant Controller, you will be integral in managing the accounting records and financial statements for various investment entities, corporations, and partnerships. You’ll have a unique opportunity to contribute to key financial processes, from treasury support to tax return preparation, within an innovative, forward-thinking team setting. We offer a flexible hybrid work arrangement, empowering you to balance in-office collaboration with remote work.

Why You’ll Love This Role:

• Be part of a collaborative, service-oriented team that values your input and ideas.
• Use your accounting expertise to support diverse financial entities.
• Flexible work arrangements to help you thrive in both your professional and personal life.
• Opportunities for growth as we continue to develop our family office environment.

Qualifications:

• Education: Bachelor’s degree in Accounting (required).
• Experience: 7+ years in a CPA firm or similar environment with hands-on experience in financial statement preparation. Family Office experience is a plus but not mandatory.
• Skills: Strong proficiency in financial analysis, tax workpaper preparation, and communication with diverse stakeholders (Family Office management, investment teams, external accountants, and legal professionals).
• Technology: Advanced skills in Excel, Word, PowerPoint, and familiarity with general ledger software (QuickBooks, Sage Intacct, or SEI Archway).
• Mindset: You are proactive, detail-oriented, and always looking for ways to improve processes. You bring a positive, service-driven attitude to everything you do!

What You’ll Do:

Accounting and Financial Reporting:

• Transition financial records from QuickBooks Online to tax-basis accounting and assist in implementing new software.
• Collaborate with the Direct Investments team to ensure proper documentation for all transactions.
• Play a key role in building robust internal controls around payments and cash management.
• Manage bill payments, cash entries, and bank reconciliations, ensuring timely and accurate financial reporting.
• Prepare financial statements and entity cash projections, offering valuable insights to the CFO for strategic decision-making.

Tax Compliance & Planning:

• Drive the process of preparing tax workpapers and communicating with external accounting firms.
• Review draft tax returns and assist in managing quarterly tax estimates and payments.
• Ensure real estate tax payments for entity-owned properties are timely and accurately managed.

Other Financial Services:

• Coordinate capital calls and cash transfers, ensuring timely cash movements and adherence to processes.
• Assist family members with personal financial transactions as needed.

Development & Administration:

• Play an active role in improving internal processes and efficiencies as we continue to grow.
• Maintain confidentiality and handle sensitive family and financial information with care and discretion.
• Be adaptable and open to supporting various aspects of the family office as new needs arise.

Why Join Us? We are not just looking for someone to fill a role—we are seeking a driven professional who is passionate about creating value, improving processes, and being part of an organization that thrives on trust and collaboration. If you are looking for a challenging yet rewarding position where your contributions will be valued, we’d love to meet you!

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