Halo is hiring an Assistant Controller for our downtown Chicago office (hybrid). This individual will oversee the financial operations of the company and ensure 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 and complex environment.
Primary Responsibilities:
- Oversee all accounting operations, including accounts payable, accounts receivable, general ledger, and financial reporting.
- Maintain financial policies and procedures that ensure compliance with relevant laws and regulations, reviewing and updating as needed.
- 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.
- Help lead and develop others on the Accounting team, 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, with FinTech or Broker/Dealer experience strongly preferred
- Strong knowledge of GAAP, financial analysis, and reporting.
- Must be an excellent collaborator, able to successfully partner with internal and external stakeholders.
- Excellent communication skills; able to share complex financial information with non-financial stakeholders.
- Experience with financial software and systems, including ERP systems (NetSuite) and Microsoft Office.
- Must be able prioritize tasks and meet deadlines in a fast-paced environment.
- Passion for partnering internally to 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. At Halo, you will work with a great team in an exciting work environment
- Halo offers a competitive compensation package: base salary of $100,000-$140,000, plus bonus compensation based on personal and business objectives. (Please note: Salary data is a general guideline. Halo's salaries are based on candidate skills and experience.)
- 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].
Skills Required
- Bachelor's degree in accounting or finance
- CPA or MBA
- At least 5 years of progressive experience in accounting and finance
- Experience mentoring others
- Strong knowledge of GAAP, financial analysis, and financial reporting
- Excellent collaboration and stakeholder partnership skills
- Excellent communication skills, including explaining complex financial information to non-financial stakeholders
- Experience with financial software, ERP systems, and Microsoft Office Suite
- Ability to prioritize tasks and meet deadlines in a fast-paced environment
- Interest in partnering internally to improve and streamline processes
What the Team is Saying
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Halo Investing Compensation & Benefits Highlights
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Healthcare Strength — Feedback suggests medical, dental, and vision coverage with employer contributions and plan options are notable strengths. On-paper benefits also include mental-health support and wellness programs, indicating breadth beyond core coverage.
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Leave & Time Off Breadth — Flexible/unlimited PTO, paid holidays, and paid parental leave are highlighted as available and comparatively robust. Observations also note adoption assistance and supportive facilities such as a Mother’s Room.
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Flexible Benefits — Hybrid/flexible work arrangements and schedule flexibility are emphasized as part of the package. Additional voluntary coverages and commuter and lifestyle perks contribute to overall flexibility.
Halo Investing Insights
What We Do
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. Our marketplace connects financial advisors and investors to protective investment products – including structured notes and annuities – offered by leading global financial institutions.
Why Work With Us
Joining Halo presents the opportunity to generate a significant impact on the growth of the company and the lives of investors globally. We are a group of visionary leaders with a track record of success. We want to change the world and stand by the phrase "impact before profit."
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Halo Investing Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Halo values both in-person collaboration and flexibility to work from home. At our Chicago office, we offer employees a hybrid work environment, with three days in the office and two days remote
