Assistant Controller

About Halo:

Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with employees worldwide, we’re on a mission to change the world by democratizing access to investment solutions that were previously unavailable to most investors.

Named by Fast Company among the Top 10 Most Innovative FinTech Companies, Halo is the first independent, multi-issuer platform for defined outcome investing. Halo Investing gives financial intermediaries, wealth managers and RIA’s access to structured notes, annuities and other protective investment solutions.

At Halo, we’ve balanced growth with a strong company culture to create a uniquely motivated, dynamic and proactive team where we value collaboration, communication and passion!

About the Role: Assistant Controller

Halo is hiring an Assistant Controller who will report to the CFO, overseeing the financial operations of the company and ensuring accurate and timely financial reporting. The successful candidate will have a strong background in accounting and finance, excellent collaboration skills, and the ability to work in a fast-paced environment.

Primary Responsibilities:

• Oversee all accounting operations, including accounts payable, accounts receivable, general ledger, and financial reporting.
• Develop and maintain financial policies and procedures that ensure compliance with relevant laws and regulations.
• Prepare and analyze financial statements, budgets, and forecasts to provide accurate and timely information to senior management and external stakeholders.
• Develop and maintain strong relationships with banks, auditors, and other external stakeholders.
• Manage the company's cash flow and investments to ensure adequate liquidity and profitability.
• Ensure that all financial records are accurate, complete, and up-to-date.
• Manage the Staff Accountant, providing guidance, coaching, and support.
• Collaborate with other departments to provide financial guidance and support on various projects and initiatives.
• Develop and implement internal controls to mitigate financial risks and ensure the integrity of financial reporting.

Required Education and Experience:

• Bachelor's degree in accounting or finance; CPA or MBA strongly preferred.
• At least 5 years of progressive experience in accounting and finance, including experience mentoring others. Industry experience preferred.
• Strong knowledge of GAAP, financial analysis, and reporting.
• Must be an excellent collaborator, able to successfully partner with internal and external stakeholders.
• Strong communication skills, with the ability to successfully share complex financial information with non-financial stakeholders.
• Experience with financial software and systems, including ERP systems and Microsoft Office Suite.
• Must be able prioritize tasks and meet deadlines in a fast-paced environment.
• Ability to review, improve and streamline processes.

Benefits and Compensation:

This is a great opportunity with a company that values and rewards its employees. Halo offers a competitive package of benefits and compensation that will make your work life both fulfilling and enjoyable.

• This is a hybrid role, working 3 days/week in our downtown Chicago office.
• Work with a great team in an exciting work environment
• Competitive compensation package: base salary of $100,000-$140,000, plus bonus compensation based on personal and business objectives
• Comprehensive benefits including medical, dental, vision insurance, life & disability, etc.
• Multiple voluntary benefits: identity protection, pet insurance, accident insurance and more!
• Flexible PTO policy
• 401k program to help build wealth for the future
• Paid parental leave to bond with your new addition
• Chicago-based employees have access to a company-paid, on-site gym, happy hours, and ad-hoc outings and activities like sports teams, volunteer events and more!

Halo values diversity and inclusion, and we are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, national origin, disability status, protected veteran status, or any other characteristics protected by federal, state, or local laws, regulations, or ordinances. If you need assistance or accommodation due to a disability or special need when applying for a role or during our recruitment process, please contact us at: [email protected].