About the Role
We are seeking a forward-thinking Assistant Controller to lead all aspects of corporate and fund accounting, financial reporting, and compliance. This strategic role emphasizes process optimization, automation, and intelligent technology integration across our organization and affiliated entities.
As an Assistant Controller, you will play a key role in driving operational excellence, leveraging modern toolsincluding LLMs and AI solutionsto enhance efficiency and data-driven decision-making. You'll ensure the accuracy and integrity of all financial data, maintain compliance with GAAP, and systematically eliminate manual processes while building scalable systems for growth.
Key Responsibilities
- Prepare consolidated financial statements for all entities, ensuring GAAP compliance.
- Analyze and optimize financial close processes, identifying automation opportunities.
- Conduct detailed financial analysis using advanced analytics and dashboards.
- Automate variance analysis, exception reporting, and narrative generation.
- Manage accounting close across multiple entities, compressing cycles through automation.
- Oversee intercompany eliminations, allocations, and consolidations.
- Partner with leadership on budgeting, forecasting, and strategic planning using AI-driven models.
- Oversee fund accounting, capital calls, distributions, and investor allocations.
- Streamline investor reporting workflows with intelligent templates and automation.
- Coordinate audits and financial reviews with external partners.
- Manage banking relationships, cash flows, and liquidity planning.
- Develop and maintain internal controls, leveraging automation and continuous control monitoring.
- Lead systematic process audits and implement AI-powered tools to enhance workflows.
- Build and mentor a high-performing accounting and finance team, fostering a culture of continuous improvement and technological curiosity.
Qualifications
Required:
- 10+ years of progressive experience in accounting/finance, preferably in real estate or fund administration.
- Proficiency with Sage Intacct is a must-have.
- Advanced understanding of GAAP, consolidation accounting, and fund-level reporting.
- Hands-on experience with LLMs (ChatGPT, Claude, Copilot, etc.) and automation platforms (RPA, Zapier, Power Automate, etc.).
- Strong data literacy: SQL, Python, or similar technical skills are a plus.
- Excellent communication, leadership, and organizational skills.
Preferred:
- Experience leading ERP implementations or system upgrades.
- Knowledge of real estate tax accounting, cost segregation, and partnership structures.
- Proven track record of process improvements and efficiency gains.
- Experience with financial dashboards and BI tools (Power BI, Tableau, Looker, etc.).
- Familiarity with low-code/no-code platforms and cloud-based accounting systems.
Nice to Have:
- Background in consulting, operations, or process improvement roles.
- Certifications in Lean, Six Sigma, ITIL, or formal business analysis training.
- Exposure to Agile and modern software development practices.
