Jobs at Joele Frank (Now Hiring) — 2 open

About the Role

We are a 220-person professional services firm with offices in New York City and San Francisco. The Assistant Controller will be the sixth member of our Accounting & Finance team, working closely with the CFO to oversee core financial operations and reporting. This role requires a hands-on, polished professional with strong technical accounting skills and the ability to engage confidently with leadership and external stakeholders.

Key Responsibilities

• Manage and control financial data flowing through Oracle NetSuite (ERP/GL system), ensuring accuracy and integrity across all transactions.
• Perform full-cycle month-end close, including preparing and posting journal entries (AP, AR, accruals), and reconciling key balance sheet accounts monthly or quarterly.
• Build and maintain financial dashboards and Key Performance Indicator (“KPI”) reporting; present management reports on both an accrual and cash basis.
• Conduct variance analysis on the P&L, identifying and explaining significant deviations versus prior periods or budget / forecasts.
• Coordinate with external auditors, facilitating Prepared by Client (“PBC”) requests and supporting the preparation of annual audited financial statements.
• Prepare interim & final financial reports for external tax professionals to support quarterly estimates and year-end filings.
• Assist with forecasting and expense management initiatives in partnership with the CFO and Director of FP&A.
• Supervise the AP Associate, reviewing vendor invoices for proper GL coding and ensuring timely payments within agreed terms.
• Monitor partner equity activity, including managing buy-in schedules, calculating price per share, supporting distribution planning, and serving as a primary point of contact for partner communications on equity-related matters.

Qualifications

• 5+  years of progressive accounting experience post-graduation; mix of public and private experience preferred.
• CPA or actively pursuing CPA designation strongly preferred.
• Strong working knowledge of accrual-basis accounting with the ability to present cash-basis management reports.
• Demonstrated proficiency with ERP and GL systems; Oracle NetSuite experience a plus.
• Advanced Microsoft Excel skills required: pivot tables, V/H/X-LOOKUPs, Index Match, and IF statements.
• Proficiency with AI platforms to find workflow and business efficiencies.
• Experience managing or coordinating with external auditors and tax professionals.
• Excellent communication and presentation skills; comfortable interacting with senior leadership.