Assistant Controller

Job Description

We are seeking a skilled Assistant Controller to join Level Four Group, one of the fastest growing wealth management firms in the country. As the Assistant Controller, you will play a pivotal role in managing the accounting department and directing financial operations. This position offers the opportunity to work in a dynamic environment, encourage innovation, and lead financial initiatives across the organization.

Responsibilities

• Drive timely cash collection and manage monthly billing and cash-flow reports.
• Collaborate with the executive team to ensure efficient firm-wide operations.
• Oversee budget production and forecasting, analyze and improve financial processes.
• Execute Finance Department initiatives and present monthly financial reports.
• Guide finance department operations, including accounts payable, billings, collections, and payroll.
• Perform additional duties as necessary.

Requirements

• Experience with budget forecasting and accrual-based accounting.
• Knowledge of Wealth Management, Investment Management, and/or Insurance sectors.
• Proficiency in QuickBooks and NetSuite is advantageous.
• Minimum of two years bookkeeping experience and proficiency in MS Excel.
• Strong technical skills, attention to detail, and ability to work under pressure.
• Excellent communication skills and ability to work both independently and in a team.

Benefits

• Casual work environment.
• Generous paid time off.
• Flexible work schedule.
• Great benefits package.