Assistant Controller

Executive Recruiter | Finance, Accounting, HR and IT The Keller Group is supporting our Phoenix based client in their search for an Assistant Controller to lead and scale finance and accounting operations in support of the company’s continued growth. This role requires a strategic, hands‑on leader with deep technical accounting expertise, a strong understanding of investment portfolios, and the ability to partner effectively with senior leadership in a fast‑paced financial services environment. The successful candidate will drive operational efficiency through technology, automation and strong financial controls while maintaining the highest ethical standards. Competitive Compensation Package including Bonus and Equity 100% Employer‑Paid Benefits and Fully Funded HSA Program 401k Match and Unlimited Vacation Policy Responsibilities: Oversee investment portfolio transactions, loan servicing, and syndications, ensuring data integrity, accuracy, and timely reporting. Partner with portfolio management, finance, and valuation teams on investment modeling, modifications, repayment scenarios and portfolio analytics. Lead portfolio management system implementations, including data migration, validation, automation and workflow optimization. Manage month‑end and year‑end close processes, including review of financial results and investment‑related GAAP disclosures. Develop board and audit committee materials and support SOX 404 compliance, internal controls and audit requirements. Build and scale standardized processes while leading, mentoring, and developing accounting and finance team members. Qualifications: Bachelor’s degree in Accounting or Finance. Active CPA license required. 8+ years of progressive accounting experience within financial services or a public company. Experience with investment accounting and loan servicing preferred. Big 4 public accounting or audit experience preferred. Strong knowledge of accounting standards and regulations applicable to 40 Act vehicles. Proven experience with SOX controls, documentation and testing. Strong leadership, organizational and communication skills. High integrity and sound professional judgment. Seniority level Mid‑Senior level Employment type Full‑time Job function Finance and Accounting/Auditing Industries Venture Capital and Private Equity Principals and Financial Services Referrals increase your chances of interviewing at The Keller Group by 2x Inferred benefits: Medical insurance, Vision insurance, 401(k) Get notified about new Assistant Controller jobs in Phoenix, AZ . #J-18808-Ljbffr The Keller Group