Assistant Controller

Job Title: Assistant Controller (Direct Hire)

Location (City, State): Charlotte, NC (Hybrid)

Industry: Financial Services / Mortgage Lending

Pay: $120,000 – $140,000 annually + 10% bonus

Benefits: This position is eligible for Medical benefits

About Our Client:

Addison Group is partnering with a growing financial services organization to hire an Assistant Controller. Our client operates in a fast-paced, operationally driven environment and is known for its collaborative culture, strong leadership, and commitment to accuracy and accountability. This is a newly created role offering long-term growth and visibility within the finance organization.

Job Description:

The Assistant Controller will play a critical role supporting financial reporting, operational accounting, treasury activity, and loan-level accounting. This position works closely with cross-functional teams and leadership to ensure timely closes, accurate reporting, and strong internal controls. The ideal candidate is hands-on, detail-oriented, and comfortable working in a demanding environment with evolving priorities.

Key Responsibilities:

• Support monthly, quarterly, and annual close processes, ensuring deadlines and accuracy standards are met
• Prepare and review journal entries, account reconciliations, and financial analyses
• Oversee loan-level accounting activity from funding through sale, including accruals and reconciliations
• Partner with internal teams to support funding activity, cash movement, and warehouse line reporting
• Review income statement trends and provide insights to leadership
• Assist with treasury operations, bank activity, and liquidity tracking
• Lead, coach, and support accounting staff, providing guidance and performance feedback
• Strengthen internal controls and support audit requests and documentation
• Identify opportunities to improve processes, reporting, and system efficiency
• Contribute to system transitions and automation initiatives

Qualifications:

• Bachelor’s degree in Accounting or Finance required
• 5+ years of progressive accounting experience within financial services; mortgage or lending experience strongly preferred
• Prior experience supervising or mentoring accounting staff preferred
• Advanced Excel skills required (pivot tables, lookups, complex formulas)
• Strong understanding of operational accounting and close processes
• Ability to work under pressure, meet deadlines, and manage competing priorities
• Professional communication skills with the confidence to ask questions and challenge assumptions

Additional Details:

• Hybrid schedule following an initial training period (more in-office early on)
• Month-end close occurs on a 5-day timeline
• Heavy operational workload; this role is best suited for someone who enjoys digging into the details
• High visibility role with interaction across multiple departments
• Strong emphasis on professionalism, accountability, and teamwork

Perks:

• Competitive compensation with bonus potential
• Flexible PTO culture built on trust and communication
• Opportunity to grow with a scaling organization
• Leadership exposure and long-term career advancement potential
• Supportive team environment with a focus on quality and ownership

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

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