Assistant Financial Controller

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance 

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices. 

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian. 

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise. 

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients. 

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines. 

Purpose of the Job

In this role you will play a pivotal role in supporting the financial management of Ocorian's Americas region, ensuring accurate reporting, robust controls and high-quality financial information that supports business growth and decision-making.

Working closely with the Finance Director, FP&A teams, operational stakeholders and shared service functions, you'll take ownership of key financial reporting processes, statutory compliance, audit management and cash flow oversight. Beyond maintaining a strong control environment, you'll help drive finance transformation initiatives, improve reporting capabilities and support the continued scaling of a growing international business.

This is an opportunity for a commercially minded finance professional to make a tangible impact across a dynamic global organisation while developing leadership experience and helping shape the future of the regional finance function.

Main Responsibilities

• Lead the monthly, quarterly and annual close processes, ensuring accurate and timely financial reporting across the Americas region.
• Deliver a strong financial control environment by managing audits, supporting regulatory compliance and maintaining robust accounting procedures.
• Partner with business leaders and FP&A teams to provide meaningful financial analysis, performance insights and support strategic decision-making.
• Drive process improvement, automation and finance transformation initiatives to improve efficiency, scalability and reporting quality.
• Mentor and support accounting and shared service team members, promoting accountability, collaboration and continuous improvement.

#LI-JM1
#LI-Hybrid 

• Bachelor's degree in Accounting, Finance or a related field; CPA preferred.

Knowledge, Skills and Experience

• 7+ years' accounting and finance experience, including experience leading teams and managing external audits.
• Experience within a multinational, shared services environment is advantageous.
• Professional services, corporate services, fund administration or financial services experience is desirable.
• Strong knowledge of US GAAP (IFRS exposure advantageous) with experience in financial reporting, consolidations and management accounts.
• Strong background in audit, internal controls, compliance and statutory reporting.
• Experience supporting cash management, treasury activities and working capital optimisation.
• Advanced Excel skills and experience using ERP and financial reporting systems, ideally NetSuite.
• Strong analytical, problem-solving and organisational skills with excellent attention to detail.
• Effective stakeholder management and communication skills, with the ability to influence and collaborate across global teams.
• Commercially minded, able to translate financial data into clear business insights and manage multiple priorities in a fast-paced environment.

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful.  These are:

• We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.