We are seeking a highly experienced and hands-on Assistant Controller to help lead our accounting operations, strengthen our control environment, and scale processes to support a rapidly growing financial services business. This role will oversee core accounting functions, drive operational excellence, and partner cross-functionally to enable strategic decision-making.
Responsibilities- Coach and develop a small, high-performing team across loan and corporate accounting, fostering a culture of collaboration, ownership, and accountability.
- Oversee a timely, accurate, and efficient month-end close process.
- Streamline accounting processes; ensure compliance with GAAP, including complex areas such as loan accounting, consolidations, securitizations, and investments.
- ERP system implementation - lead the RFP process, drive vendor selection, and manage the end-to-end implementation to modernize and scale our finance infrastructure.
- Manage annual financial statement audits and tax compliance processes, serving as the key liaison with external auditors and tax advisors.
- Partner with FP&A and Capital Markets on forecasting, financing activities, and strategic initiatives.
- Lead technical accounting research and accounting memo preparation for complex transactions.
Qualifications- Bachelor's degree in Accounting, Finance, or related field.
- CPA or equivalent required.
- 7-10 years of progressive experience in accounting/finance, including 3+ years in loan accounting.
- 3+ years of managerial experience leading accounting teams.
- Proficiency in ERP systems and implementations, plus experience with complementary finance tools such as close management platforms (e.g., Numeric, Blackline, FloQast) and AI-driven process tools.
- Hands-on, roll-up-your-sleeves approach with the ability to dive into details, operate with an IC mindset when needed, and maintain a strong can-do attitude.
- Proven track record of driving change, improving processes, implementing systems, and scaling operations.
- Exceptional written and verbal communication skills, with the ability to collaborate effectively with both technical and non-technical stakeholders.
Preferred QualificationsPrior technical accounting experience in one or more of the following areas is a strong plus:
- Revenue recognition - ASC 606
- Transfers and Servicing - ASC 860
- Consolidations - ASC 810
- Fair value election - ASC 825
- Distinguishing Liabilities from Equity - ASC 480
- Experience with warehouse lending facilities, securitizations, or other specialty lending products.
LocationSan Antonio, TX - Hybrid (combination of on-site and remote work).
