Assistant Controller 

Location: Miami, FL (Full-Time)

About Us:

We are a dynamic financial services company committed to excellence and innovation. As we expand our operations, we’re seeking an experienced Assistant Controller to join our team. If you thrive in a fast-paced environment and have a passion for financial systems, this role is for you!

Responsibilities:

1. Financial System Implementation:
• Collaborate with cross-functional teams to implement a new GL/ERP system (such as SAP, Oracle Cloud, NetSuite, or JD Edwards).
• Ensure seamless integration with existing systems and data migration.
• Assess customization needs while balancing standardization.
2. Mortgage Accounting Background:
• Oversee the accounting treatment for loans from interest rate lock commitments to loan sales
• Oversee fair value adjustments for mortgage loans and financial instruments, ensuring compliance with accounting standards.
• Report on hedging activities related to interest rate risk, ensuring proper accounting treatment and compliance with hedge accounting rules.
• Assess credit risk and oversee the provision for loan losses, adjusting the allowance for loan losses as necessary for loans held for investment
3. Business Requirements Analysis:
• Understand organizational needs and translate them into system requirements.
• Work closely with stakeholders to define clear business objectives.
• Consider scalability, reporting, compliance, and future growth.
4. Change Management:
• Prepare employees for the transition to the new system.
• Communicate benefits, provide training, and address resistance.
• Ensure a smooth adoption process.
5. Data Integrity and Reporting:
• Oversee data migration and cleansing.
• Validate accuracy of financial data and reporting.
• Leverage built-in analytics for informed decision-making.
6. Compliance and Security:
• Ensure compliance with GAAP and regulatory reporting requirements.
• Implement robust security controls to protect sensitive financial data.
7. Leadership and Team Collaboration:
• Develop and lead a skilled accounting team.
• Work closely with the Controller and other departments.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field.
• CPA certification preferred.
• Minimum 5 years of experience in accounting or financial analysis and SOX compliance.
• Proficiency in Excel, financial modeling, and other relevant data analysis software such as Power BI.
• Strong communication skills and ability to work under pressure.

1. Financial System Implementation:
• Collaborate with cross-functional teams to implement a new GL/ERP system (such as SAP, Oracle Cloud, NetSuite, or JD Edwards).
• Ensure seamless integration with existing systems and data migration.
• Assess customization needs while balancing standardization.
2. Mortgage Accounting Background:
• Oversee the accounting treatment for loans from interest rate lock commitments to loan sales
• Oversee fair value adjustments for mortgage loans and financial instruments, ensuring compliance with accounting standards.
• Report on hedging activities related to interest rate risk, ensuring proper accounting treatment and compliance with hedge accounting rules.
• Assess credit risk and oversee the provision for loan losses, adjusting the allowance for loan losses as necessary for loans held for investment
3. Business Requirements Analysis:
• Understand organizational needs and translate them into system requirements.
• Work closely with stakeholders to define clear business objectives.
• Consider scalability, reporting, compliance, and future growth.
4. Change Management:
• Prepare employees for the transition to the new system.
• Communicate benefits, provide training, and address resistance.
• Ensure a smooth adoption process.
5. Data Integrity and Reporting:
• Oversee data migration and cleansing.
• Validate accuracy of financial data and reporting.
• Leverage built-in analytics for informed decision-making.
6. Compliance and Security:
• Ensure compliance with GAAP and regulatory reporting requirements.
• Implement robust security controls to protect sensitive financial data.
7. Leadership and Team Collaboration:
• Develop and lead a skilled accounting team.
• Work closely with the Controller and other departments.

• Bachelor’s degree in Accounting, Finance, or related field.
• CPA certification preferred.
• Minimum 5 years of experience in accounting or financial analysis and SOX compliance.
• Proficiency in Excel, financial modeling, and other relevant data analysis software such as Power BI.
• Strong communication skills and ability to work under pressure.