job summary:
We're partnering with a multi-family office and investment firm in the White Plains area that is seeking a Hands on Controller, an analytical thinker to oversee all aspects of its accounting operations, including financial reporting, budgeting, SEC compliance, and internal controls. The firm offers a close-knit, family-office environment with a collaborative, collegial atmosphere and a strong emphasis on maintaining a healthy work culture. Wealth management setting is a plus but not required.
location: Katonah, New York
job type: Permanent
salary: $140,000 - 175,000 per year
work hours: 9 to 5
education: Bachelor's degree
experience: 7 Years
responsibilities:
Oversee day-to-day accounting operations, including accounts payable, accounts receivable, bank reconciliations, and general ledger entries
- Prepare monthly, quarterly, and annual financial statements
- Manage the firm's budget and cash flow projections
- Oversee the firm's tax filings
- Maintain accurate and up-to-date financial records, including preparation of a monthly reporting package for the partners
- Implement and maintain strong internal controls for SEC compliance
- Ensure compliance with all applicable SEC regulations, including Form ADV filings and other required disclosures
- Monitor and address any regulatory changes that may impact the firm's operations
- Advise the firm on regulatory matters related to accounting and finance
- Collaborate with the current compliance vendor to ensure best practices and provide additional support where applicable
- Assist the Family Office Services team with the accounting needs of select high-net-worth
qualifications:
7+ years of relevant experience in accounting and finance
- Familiarity with the wealth management industry at an RIA or family office a plus
- Bachelor's degree in Accounting or Finance, CPA is a plus
- Analytical mindset with proven ability to balance tactical, hands-on management of daily accounting operations with high-level strategic thinking; must be capable of rolling up sleeves on day-to-day needs while also serving as a thought partner to the executive team.
- Organized with strong attention to detail and accuracy
- Ability to work independently and collaboratively
- Proactive and results-oriented with the ability to meet deadlines
skills: Account Reconciliation
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).
This posting is open for thirty (30) days.
controller.
- posted 3 days ago
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