Assistant Controller

Westwood Professional Services Inc•Plano, TX

About The Position

The Assistant Controller is a key member of the finance leadership team, responsible for technical accounting, financial reporting for internal and external stakeholders, and oversight of complex transactions. This role owns critical audit relationships, supports preparation of annual financial statements, and serves as the primary technical accounting resource for significant and non-routine matters, including debt, equity, and acquisition accounting. The Assistant Controller partners cross-functionally in a private-equity-owned environment to ensure accurate, timely, and well documented financial reporting, while supporting the Company’s continued growth and increasing transaction complexity.

Requirements

Bachelor’s degree in accounting or finance; CPA required.
Strong knowledge of US GAAP, including debt accounting, equity and stock based compensation, acquisition accounting, and complex estimates.
Proven experience managing external audits and preparing audit ready financial statements and technical accounting documentation.
Strong communication skills with the ability to explain complex accounting matters clearly.
Demonstrated ability to manage processes, prioritize effectively, and lead through influence

Nice To Haves

Experience in acquisitive or highly complex accounting environments.
Experience supporting financial reporting and analysis in a private equity owned environment.

Responsibilities

Own and manage external audits, including the annual financial statement audit, FAR audit, and 401(k) audit.
Oversee preparation of annual financial statements and support quarterly and other reporting to external stakeholders.
Serve as a primary liaison with external auditors; ensure audit ready documentation and timely issue resolution.
Anticipate reporting and documentation needs of internal stakeholders, private-equity ownership, auditors and lenders.
Act as lead technical accounting resource and principal author of accounting memos for complex and non routine transactions.
Own accounting for debt arrangements, including new or amended credit agreements, interest expense, covenant compliance, derivatives/swaps, and related disclosures.
Oversee equity related accounting, including stock based compensation and shareholder transactions.
Lead acquisition accounting, including purchase accounting and subsequent accounting for goodwill, intangible assets, earnouts, and valuation inputs, coordinating with valuation specialists and auditors.
Oversee accounting judgments related to legal accruals and other contingencies.
Serve as subject matter expert for assigned areas during month end close.
Ensure accounts are accurate, clearly supported, and well documented, with explanations for significant activity and variances.
Provide direction, review, and mentorship to accounting staff, with direct supervision as applicable.
Lead continuous improvement of accounting, close, and reporting processes; influence across teams and functions, including without direct authority.