What are the responsibilities and job description for the Assistant Controller position at W3Global?
Position: Assistant Controller
Reports To: Controller
Location: Buffalo, NY
Position Summary
Client is seeking a detail-oriented and motivated Assistant Controller to support the Controller in managing the firm's accounting operations and financial reporting. This role will play a critical part in day-to-day accounting functions, supporting all accounting functions, ensuring accuracy of financial records through periodic audits, and maintaining the firm's compliance with applicable regulations. The ideal candidate will have a strong accounting foundation, a collaborative mindset, and an interest in process improvement and automation.
Key Responsibilities
Accounting Operations & General Ledger
Assist with and serve as backup for daily, weekly, and monthly accounting activities, including the areas of accounts payable, accounts receivable, billing, and general ledger.
Monitor and review transactions to ensure accuracy, completeness, and proper classification
Support month-end, quarter-end, and year-end close processes.
Maintain internal controls and ensure adherence to accounting policies and procedures.
Trust & Specialized Accounting
Assist with trust accounting transactions and reconciliations, ensuring compliance with legal and regulatory requirements.
Monitor trust account activity and support periodic reviews and audits.
Reporting & Analysis
Assist with client financial requests.
Field questions related to timekeeper KPIs.
Assist with the preparation of management reports and financial analyses.
Support the development and maintenance of automated reports and dashboards to improve efficiency and accuracy.
Process Improvement & Systems
Assist in identifying opportunities to streamline accounting processes and improve controls.
Participate in accounting system enhancements, upgrades, and automation initiatives.
Document procedures and support best practices across the accounting function.
Collaboration & Support
Work closely with the Controller and other finance team members to support firm-wide financial objectives.
Provide guidance and support to accounting staff as needed.
Assist with special projects and other duties as assigned.
Qualifications
Required
Bachelor's degree in accounting or business-related field.
Strong understanding of general accounting principles and financial reporting.
Proficiency with accounting systems and Microsoft Excel.
Excellent attention to detail and organizational skills.
Strong analytical, communication, and problem-solving abilities.
Preferred
CPA or CMA certification (or progress toward certification).
Prior experience in professional services, legal, or trust accounting environments.
Experience with financial reporting automation and process improvement initiatives.
Why Client
Robust benefit offerings.
Collaborative and professional work environment.
Opportunity to work closely with leadership and gain exposure to firm-wide financial operations.
Emphasis on accuracy, integrity, and continuous improvement.
Salary: depending on experience and skillset.
Reports To: Controller
Location: Buffalo, NY
Position Summary
Client is seeking a detail-oriented and motivated Assistant Controller to support the Controller in managing the firm's accounting operations and financial reporting. This role will play a critical part in day-to-day accounting functions, supporting all accounting functions, ensuring accuracy of financial records through periodic audits, and maintaining the firm's compliance with applicable regulations. The ideal candidate will have a strong accounting foundation, a collaborative mindset, and an interest in process improvement and automation.
Key Responsibilities
Accounting Operations & General Ledger
Assist with and serve as backup for daily, weekly, and monthly accounting activities, including the areas of accounts payable, accounts receivable, billing, and general ledger.
Monitor and review transactions to ensure accuracy, completeness, and proper classification
Support month-end, quarter-end, and year-end close processes.
Maintain internal controls and ensure adherence to accounting policies and procedures.
Trust & Specialized Accounting
Assist with trust accounting transactions and reconciliations, ensuring compliance with legal and regulatory requirements.
Monitor trust account activity and support periodic reviews and audits.
Reporting & Analysis
Assist with client financial requests.
Field questions related to timekeeper KPIs.
Assist with the preparation of management reports and financial analyses.
Support the development and maintenance of automated reports and dashboards to improve efficiency and accuracy.
Process Improvement & Systems
Assist in identifying opportunities to streamline accounting processes and improve controls.
Participate in accounting system enhancements, upgrades, and automation initiatives.
Document procedures and support best practices across the accounting function.
Collaboration & Support
Work closely with the Controller and other finance team members to support firm-wide financial objectives.
Provide guidance and support to accounting staff as needed.
Assist with special projects and other duties as assigned.
Qualifications
Required
Bachelor's degree in accounting or business-related field.
Strong understanding of general accounting principles and financial reporting.
Proficiency with accounting systems and Microsoft Excel.
Excellent attention to detail and organizational skills.
Strong analytical, communication, and problem-solving abilities.
Preferred
CPA or CMA certification (or progress toward certification).
Prior experience in professional services, legal, or trust accounting environments.
Experience with financial reporting automation and process improvement initiatives.
Why Client
Robust benefit offerings.
Collaborative and professional work environment.
Opportunity to work closely with leadership and gain exposure to firm-wide financial operations.
Emphasis on accuracy, integrity, and continuous improvement.
Salary: depending on experience and skillset.