Joele Frank
Assistant Controller
New York
Sponsorship not specified$170k-$200kDetected 37 days ago
AccountingForecastingExcelERPAR/VRLeadershipCommunicationNetSuiteVariance Analysis
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.
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
- Prepare interim & final financial reports for external tax professionals to support quarterly estimates and year-end filings.
- Build and maintain financial dashboards and Key Performance Indicator ("KPI") reporting; present management reports on both an accrual and cash basis.
Requirements
- Strong working knowledge of accrual-basis accounting with the ability to present cash-basis management reports.
- Advanced Microsoft Excel skills required: pivot tables, V/H/X-LOOKUPs, Index Match, and IF statements.
- This role requires a hands-on, polished professional with strong technical accounting skills and the ability to engage confidently with leadership and external stakeholders.
- Excellent communication and presentation skills
- comfortable interacting with senior leadership.
Nice to have
- 5+ years of progressive accounting experience post-graduation
- mix of public and private experience preferred.
- CPA or actively pursuing CPA designation strongly preferred.
- Demonstrated proficiency with ERP and GL systems
- Oracle NetSuite experience a plus.
Skills
- 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.
Compensation
- Coordinate with external auditors, facilitating Prepared by Client ("PBC") requests and supporting the preparation of annual audited financial statements.
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