- Salary
- $170k – $200k/yr
- Location
- New York
- Workplace
- Hybrid
- Type
- full-time
- Department
- Joele Frank Hiring
- Seniority
- Senior
- Experience
- 5+ years
- Industry
- Professional Services
- Category
- Finance
- Role type
- Individual Contributor
- Environment
- Office
- Source
- Lever
Overview
The Assistant Controller will work closely with the CFO to oversee core financial operations and reporting for a 220-person professional services firm. Key responsibilities include managing financial data in Oracle NetSuite, performing full-cycle month-end close, preparing journal entries, reconciling balance sheet accounts, and building financial dashboards. The role involves coordinating with external auditors, preparing reports for tax professionals, assisting with forecasting, and supervising the AP Associate. Candidates should have strong technical accounting skills, advanced Excel proficiency, and experience with ERP systems. CPA certification or progress toward it is strongly preferred.
Description
About the Role
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.
Key Responsibilities
- 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.
Skills
Licenses & Certifications
Languages
About Joele Frank
Joele Frank is a 220-person professional services firm with offices in New York City and San Francisco.
