Assistant Controller

Sequoia Financial Group Llc•Mayfield Heights, OH

14d•Onsite

About The Position

The Assistant Controller is a member of Sequoia's Finance & Accounting team, and reports to the Controller. This role is an experienced, hands-on accounting leader who adds technical depth beneath the Controller and works directly with the accounting team (staff and senior accountants) to execute and oversee the day-to-day accounting operation. The Assistant Controller partners closely with the Controller, FP&A, Advisors, and external audit and tax partners, and serves as a working second-in-command who can both perform and review complex accounting work.

Requirements

Bachelor's degree in Accounting, Finance, or a related field
CPA license or actively pursuing
Minimum 8-12 years of progressive accounting experience, including experience supervising or mentoring staff
Strong working knowledge of GAAP, month-end/year-end close processes, multi-entity consolidations and account reconciliations
Demonstrated ability to both perform and review technical accounting work at a high level of accuracy
Comfortable operating in a high-growth, rapidly changing environment
Strong communication skills, both written and verbal

Nice To Haves

Experience in the financial services industry
Experience supporting M&A-related accounting integration
Experience with ERP implementation and or development
Experience working with external auditors (financial statement, 401(k), Quality of Earnings)

Responsibilities

Manage day-to-day accounting operations, including leading the month-end and year-end close process and overseeing account reconciliations
Prepare and review complex journal entries and technical accounting analyses, including fixed assets, investments, notes payable, leases, and revenue recognition
Research technical accounting matters and document conclusions in memos suitable for external audit review
Supervise, mentor, and review the work of accounting team staff, providing technical guidance and building technical depth on the team
Work with Advisors on the analysis of client contracts, identifying and recording appropriate revenue recognition for client fees
Serve as a key point of contact for external audit, supporting the Controller in audit readiness, PBC preparation and fieldwork
Support preparation and review of quarterly bank and shareholder reporting requirements
Oversee accounts payable and accounts receivable processes, including identifying and implementing efficiencies
Support accounting integration workstreams for acquired entities, including process alignment and onboarding
Help redesign and document team workflows and standard operating procedures to reduce key-person risk and support a scalable, efficient accounting organization
Serve as a backup to the Controller on technical accounting matters as needed
Take on other accounting, reporting, and special projects as assigned, and contribute to firm and department initiatives as business needs evolve