JCW Group
Assistant Controller – Phoenix
JCW is partnering with a leading asset manager that’s looking to add an Assistant Controller to its finance organization in Phoenix. This is a key role for an experienced accounting leader who enjoys driving accuracy, scalability, and process improvements across a complex investment portfolio.
What You’ll Do
Oversee portfolio accounting, loan activity, and investment reporting
Lead process optimization and technology-enabled enhancements
Support month‑end close, financial reporting, and audit materials
Partner cross‑functionally on analytics, valuations, and portfolio insights
Mentor and develop a growing team
Who Thrives Here
CPA with 8+ years of experience (public accounting + industry)
Background in financial services, private credit, asset management, or BDC environments
Strong understanding of GAAP, SOX, and portfolio accounting
Tech‑forward mindset with experience improving systems and workflows
High integrity, collaborative, and comfortable in a fast‑paced, entrepreneurial environment
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Accounting/Auditing and Finance
Industries: Financial Services, Investment Management, and Accounting
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What You’ll Do
Oversee portfolio accounting, loan activity, and investment reporting
Lead process optimization and technology-enabled enhancements
Support month‑end close, financial reporting, and audit materials
Partner cross‑functionally on analytics, valuations, and portfolio insights
Mentor and develop a growing team
Who Thrives Here
CPA with 8+ years of experience (public accounting + industry)
Background in financial services, private credit, asset management, or BDC environments
Strong understanding of GAAP, SOX, and portfolio accounting
Tech‑forward mindset with experience improving systems and workflows
High integrity, collaborative, and comfortable in a fast‑paced, entrepreneurial environment
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Accounting/Auditing and Finance
Industries: Financial Services, Investment Management, and Accounting
#J-18808-Ljbffr