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About the Position

Assistant Controller

Location: Lexington

Under supervision and direction of the Controller, this position will provide technical accounting and financial reporting expertise including the implementation and maintenance of accounting principles, practices, and procedures to ensure accurate and timely financial statements.

Essential Duties and Responsibilities (Other duties may be assigned.)

  • Research new and existing accounting guidance.
  • Lead the coordination and preparation of SEC filings and serve as the primary point of contact with the company’s external auditors as well as the internal audit function.
  • Responsible for monthly closing processes – reviews the general ledger, determines monthly manual accruals, and prepares reporting for review and approval.
  • Monitors income and expense accounts and performs analysis to ensure financial accuracy.
  • Work closely with the Finance team during the monthly financial close process including recording journal entries, preparing and reviewing general ledger reconciliations, analyzing key accounts, preparing budget to actual and variance analyses, and assessing adequacy of reserves and accruals.
  • Prepare, maintain and enhance internal control documentation under the Sarbanes-Oxley Act and drive its compliance.
  • Assist with budgeting and Finance/accounting projects.


  • Bachelor’s degree in Accounting, Business Administration or Finance preferred.
  • CPA or CPA candidate preferred.
  • 5 or more years of accounting or audit experience with financial institutions including SEC reporting experience.
  • Strong understanding of GAAP rules and requirements and SOX controls.
  • Active knowledge of accounting and budgeting principles.
  • Effective oral and written communication skills.
  • Ability to present and communicate financial results.
  • Advanced knowledge of Excel.
  • Ability to work independently and within a team environment.
  • Ability to make sound and timely decisions.
  • Results-oriented team builder with superior analytical and problem-solving skills.
  • Ability to prioritize workload and multi-task under deadlines.
  • Strong attention to detail.