Be Part Of A High-Performing Team
Join a leading financial services organization dedicated to delivering long-term financial security through disciplined investment strategies and strong financial governance. The Investment Controllership team serves as a centralized function responsible for U.S. GAAP and Statutory accounting and reporting across a diverse and complex investment portfolio.
This team partners closely with Finance and business stakeholders across multiple product lines and plays a critical role in ensuring accurate reporting, regulatory compliance, and operational excellence. With a collaborative and fast-paced environment, the team values professionals who bring strong technical accounting expertise, intellectual curiosity, and the ability to navigate complex accounting challenges.
What's In Store For You
- Contract-to-hire opportunity with strong potential for long-term conversion
- Exposure to complex investment portfolios, including alternative assets and credit-related instruments
- Opportunity to work on technical accounting, controls, and evolving accounting guidance
- Direct collaboration with senior leadership within Investment Controllership
- High-impact role with visibility into accounting policy and process improvements
How You Will Make An Impact
- Support accounting and reporting for alternative investment portfolios, including commercial mortgage loans, limited partnerships, private equity, and middle market loans
- Contribute to Current Expected Credit Losses (CECL) processes and related reporting activities
- Interpret and apply U.S. GAAP accounting guidance across complex investment transactions
- Perform technical accounting research and support implementation of new accounting standards
- Execute and review month-end and quarter-end close activities, including journal entries and reconciliations
- Support U.S. GAAP and Statutory financial reporting and disclosures
- Execute and document SOX controls and ensure compliance with internal control frameworks
- Analyze financial data, identify discrepancies, and resolve accounting issues
- Collaborate cross-functionally to support accounting processes and continuous improvement initiatives
Are You a Proven Technical Accounting Professional Ready to Lead in Complex Investment Accounting?
- Bachelor’s degree in Accounting, Finance, or related field
- 5+ years of accounting experience with strong exposure to technical/complex accounting
- Public accounting experience (Big 4 or large regional firm) strongly preferred
- CPA strongly preferred (active highly prioritized; candidates in progress may be considered)
- Demonstrated experience interpreting and applying accounting standards (ASC guidance)
- Experience with financial reporting, close processes, and internal controls (SOX)
- Ability to research, analyze, and apply new accounting requirements
- Strong analytical thinking and attention to detail
- Experience working in fast-paced, deadline-driven environments
Preferred Qualifications:
- Experience in financial services, insurance, or investment accounting
- Exposure to alternative assets and/or credit-related instruments
- Familiarity with CECL concepts and processes
- Experience with Oracle Financials, TM1, or similar systems
- Exposure to Alteryx or workflow automation tools