Assistant Controller

Aspen Standard Wealth•New York, NY

6d•Hybrid

About The Position

Aspen Standard Wealth is building the next great national RIA platform by combining the resources of a large firm with the independence and culture of the boutique RIAs we partner with. Backed by Alpine Investors, Aspen provides permanent capital and strategic support to top wealth management firms across the country, helping them scale without sacrificing what makes them great. Founded in 2024, Aspen is one of the fastest-growing companies in the industry, with a bold mission to become a $100B+ AUM platform in the next five years. We take a people-first approach by investing in talent, empowering local leaders, and building a culture of exceptional execution, trust, and integrity. Join us at the ground level and help shape the future of wealth management. About Alpine Investors Alpine Investors is a people-driven private equity firm that is committed to building great companies by working with, learning from, and developing exceptional people. Alpine prides itself on fostering cultures where people value empowerment, diversity, fairness, integrity, and intellectual honesty. Founded in 2001, Alpine specializes in investments in companies in the software and services industries. Alpine has over $17 billion in AUM and has offices in San Francisco, New York, and Salt Lake City. About the Job Aspen Standard Wealth is scaling rapidly through acquisition, and we’re hiring a Regional Controller. The Regional Controller will play a critical role in scaling the company’s financial infrastructure as we continue to acquire and integrate partner companies. This leader will enjoy a broad range of responsibilities, get to know the business and operations, and implement various technology solutions. This individual will manage the accounting and finance functions of his/her assigned region and report to Aspen’s Controller. This role is based in New York City. Travel is expected on an as-needed basis to acquired partner companies. Minimum 4 days in office schedule.

Requirements

8+ years professional experience working within Accounting, with at least 3+ years working on an in-house Accounting team
Experience working in a startup environment with limited corporate infrastructure
Must have in-depth experience working with NetSuite
CPA certification required; experience in public accounting

Responsibilities

Responsible for day-to-day GL processes, monthly close, reconciliations, variance analysis, financial statements, budgets and cash forecasts
Apply US GAAP expertise in complex accounting areas, including revenue recognition, purchase accounting, leases and other relevant financial reporting and disclosure requirements
Serve as a key finance lead during post-acquisition integration with partner companies, onboarding onto Netsuite, RAMP and other technology solutions
Work closely with operating company accounting team to transition from cash-basis to accrual accounting as well as to provide hands-on support, training and change management to ensure smooth adoption of new processes
Act as primary point of contact for external auditors