Assistant Controller - Investment Firm in Greater Boston

Assistant Controller / Accounting Manager Needham, MA (Onsite) Daley & Associates is partnering with a highly respected specialty finance and investment firm with a long-standing track record of supporting middle-market businesses across the retail, consumer products, and supply chain sectors. Backed by a well-established organization with decades of industry expertise, this is an excellent opportunity to join a growing finance team and gain exposure to a unique lending and investment platform. This role offers broad exposure across accounting, treasury, financial reporting, budgeting, and asset-based lending operations, making it an ideal opportunity for someone looking to accelerate their career in a dynamic and highly visible environment. Responsibilities Prepare and support weekly borrowing base certificates and lender reporting Assist with monthly financial statements and bank reporting packages Participate in budgeting, forecasting, and financial modeling activities Support daily banking transactions, borrower fundings, and lender advances Prepare schedules and supporting documentation for field exams and annual audits Learn and utilize proprietary loan reporting systems and tools Qualifications CPA preferred 3–5 years of public accounting experience Exposure to banking or financial services clients is a plus Strong Excel skills and overall analytical capabilities Excellent communication skills and ability to thrive in a team-oriented environment Compensation Base Salary: $100,000–$115,000 dependent on experience 100% employer-paid medical, dental, and vision coverage 401(k) with 5% company match If you're interested in learning more, please apply directly and email your resume to Cassidy Sullivan at View email address on click.appcast.io. #J-18808-Ljbffr Daley And Associates, LLC