Assistant Controller

HALO INVESTING, Inc.

• $100K — $140K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in accounting or finance; CPA or MBA preferred.
  • 5+ years of progressive experience in accounting and finance, preferably in FinTech or Broker/Dealer.
  • Strong knowledge of GAAP, financial analysis, and reporting.
  • Excellent collaboration skills with internal and external stakeholders.
  • Outstanding communication skills for conveying complex financial information to non-financial audiences.
  • Experience with financial software, including ERP systems (NetSuite) and Microsoft Office.
  • Ability to prioritize tasks and meet deadlines in a fast-paced environment.

Responsibilities

  • Oversee all accounting operations, including accounts payable, accounts receivable, and financial reporting.
  • Maintain and update financial policies and procedures for compliance with laws and regulations.
  • Prepare and analyze financial statements, budgets, and forecasts for management and stakeholders.
  • Develop and maintain relationships with banks, auditors, and external stakeholders.
  • Manage cash flow and investments to ensure liquidity and profitability.
  • Ensure accuracy and completeness of all financial records.
  • Lead and develop the Accounting team through guidance and support.
  • Collaborate with other departments to provide financial guidance on projects and initiatives.
  • Implement internal controls to mitigate financial risks and ensure reporting integrity.

Benefits

  • Hybrid role with 3 days/week in the downtown Chicago office.
  • Comprehensive benefits package including medical, dental, and vision insurance.
  • Flexible PTO policy for work-life balance.
  • 401k program to support future wealth building.
  • Paid parental leave for new parents.
  • Access to a company-paid, on-site gym and team-building activities.
  • Multiple voluntary benefits like identity protection and pet insurance.
Full Job Description
Halo is hiring an Assistant Controller for our downtown Chicago office (hybrid). This individual will oversee the financial operations of the company and ensure accurate and timely financial reporting. The successful candidate will have a strong background in accounting and finance, excellent collaboration skills, and the ability to work in a fast-paced and complex environment.

Primary Responsibilities:
  • Oversee all accounting operations, including accounts payable, accounts receivable, general ledger, and financial reporting.
  • Maintain financial policies and procedures that ensure compliance with relevant laws and regulations, reviewing and updating as needed.
  • Prepare and analyze financial statements, budgets, and forecasts to provide accurate and timely information to senior management and external stakeholders.
  • Develop and maintain strong relationships with banks, auditors, and other external stakeholders.
  • Manage the company's cash flow and investments to ensure adequate liquidity and profitability.
  • Ensure that all financial records are accurate, complete, and up-to-date.
  • Help lead and develop others on the Accounting team, providing guidance, coaching, and support.
  • Collaborate with other departments to provide financial guidance and support on various projects and initiatives.
  • Develop and implement internal controls to mitigate financial risks and ensure the integrity of financial reporting.

Required Education and Experience:
  • Bachelor's degree in accounting or finance; CPA or MBA strongly preferred.
  • At least 5 years of progressive experience in accounting and finance, with FinTech or Broker/Dealer experience strongly preferred
  • Strong knowledge of GAAP, financial analysis, and reporting.
  • Must be an excellent collaborator, able to successfully partner with internal and external stakeholders.
  • Excellent communication skills; able to share complex financial information with non-financial stakeholders.
  • Experience with financial software and systems, including ERP systems (NetSuite) and Microsoft Office.
  • Must be able prioritize tasks and meet deadlines in a fast-paced environment.
  • Passion for partnering internally to improve and streamline processes.

Benefits and Compensation:

This is a great opportunity with a company that values and rewards its employees. Halo offers a competitive package of benefits and compensation that will make your work life both fulfilling and enjoyable.
  • This is a hybrid role, working 3 days/week in our downtown Chicago office. At Halo, you will work with a great team in an exciting work environment
  • Halo offers a competitive compensation package: base salary of $100,000-$140,000, plus bonus compensation based on personal and business objectives. (Please note: Salary data is a general guideline. Halo's salaries are based on candidate skills and experience.)
  • Comprehensive benefits including medical, dental, vision insurance, life & disability, etc.
  • Multiple voluntary benefits: identity protection, pet insurance, accident insurance and more!
  • Flexible PTO policy
  • 401k program to help build wealth for the future
  • Paid parental leave to bond with your new addition
  • Chicago-based employees have access to a company-paid, on-site gym, happy hours, and ad-hoc outings and activities like sports teams, volunteer events and more!

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