Assistant Controller

We are a 220-person professional services firm with offices in New York City and San Francisco. The Assistant Controller will be the sixth member of our Accounting & Finance team working closely with the CFO to oversee core financial operations and reporting. This role requires a hands-on polished professional with strong technical accounting skills and the ability to engage confidently with leadership and external stakeholders.

• Manage and control financial data flowing through Oracle NetSuite (ERP/GL system) ensuring accuracy and integrity across all transactions.
• Perform full-cycle month-end close including preparing and posting journal entries (AP AR accruals) and reconciling key balance sheet accounts monthly or quarterly.
• Build and maintain financial dashboards and Key Performance Indicator (KPI) reporting; present management reports on both an accrual and cash basis.
• Conduct variance analysis on the P&L identifying and explaining significant deviations versus prior periods or budget / forecasts.
• Coordinate with external auditors facilitating Prepared by Client (PBC) requests and supporting the preparation of annual audited financial statements.
• Prepare interim & final financial reports for external tax professionals to support quarterly estimates and year-end filings.
• Assist with forecasting and expense management initiatives in partnership with the CFO and Director of FP&A.
• Supervise the AP Associate reviewing vendor invoices for proper GL coding and ensuring timely payments within agreed terms.
• Monitor partner equity activity including managing buy-in schedules calculating price per share supporting distribution planning and serving as a primary point of contact for partner communications on equity-related matters.

Qualifications

• 5 years of progressive accounting experience post-graduation; mix of public and private experience preferred.
• CPA or actively pursuing CPA designation strongly preferred.
• Strong working knowledge of accrual-basis accounting with the ability to present cash-basis management reports.
• Demonstrated proficiency with ERP and GL systems; Oracle NetSuite experience a plus.
• Advanced Microsoft Excel skills required: pivot tables V/H/X-LOOKUPs Index Match and IF statements.
• Proficiency with AI platforms to find workflow and business efficiencies.
• Experience managing or coordinating with external auditors and tax professionals.
• Excellent communication and presentation skills; comfortable interacting with senior leadership.