Assistant Controller

Accion Opportunity Fund

Assistant Controller managing accounting operations and financial reporting at Accion Opportunity Fund. Overseeing compliance and loan operations for small business lending.

Posted 7/2/2026full-timeRemote • 🇺🇸 United StatesSeniorLead💰 $150,000 - $185,000 per yearWebsite

About the role

Key responsibilities & impact

Reporting to VP, Controller, the Assistant Controller serves as a key deputy to the Controller, with broad responsibility for the organization’s accounting operations, financial reporting, regulatory compliance, and the small business lending function.
Beyond overseeing day-to-day accounting and reviewing the work of accounting and finance staff, this position owns the integrity of the general ledger, leads the preparation and review of financial statements and regulatory filings — including the credit union Call Report — and manages the loan operations of the small business lending program from origination through servicing.
This position plays a central role in designing, implementing, and monitoring internal controls, serves as the primary liaison between the lending operation and the accounting function, and partners closely with the Controller on audit, technical accounting, and process improvement.

Requirements

What you’ll need

Active CPA license required. (Certified Public Accountant)
Bachelor’s degree in Accounting, Finance, or related field
Minimum 7 years of progressive accounting experience, including supervisory/review responsibility
Minimum 5 years reviewing, leading, or supervising accounting work
Strong knowledge of U.S. GAAP and financial reporting
Experience managing month-end close and external audits
Credit union experience, including familiarity with NCUA regulations and share/member accounting
Experience preparing the credit union Call Report (NCUA Form 5300)
Loan operations experience — origination, servicing, documentation, and/or loan portfolio accounting
Experience with NetSuite, especially in a multi legal entity environment.
Experience communicating with and supporting external auditors
CDFI (Community Development Financial Institution) experience.
Small Business Administration (SBA) reporting experience is a plus, but not required.
Strong Excel skills; strong financial database and reporting skill set; experience with accounting applications a strong plus.
Superior communication skills and the ability to work effectively with internal and external partners.
Ability to thrive in an entrepreneurial, team-oriented, mission-driven environment.

Benefits

Comp & perks

100% company-funded Medical, Dental, Vision, Life & Disability coverage for employees (Based upon your plan selection).
90% company-funded dependent coverage (Based upon your plan selection) as well as Flexible Spending Accounts.
Voluntary benefits with payroll deduction for Supplemental Life & AD&D insurance and legal plans.
Tax deferred & Roth 403(b) Retirement Plan with employer match.
Unlimited paid vacation days, 12 paid holidays, 1 floating paid holiday, 10 Sick days, and paid parental leave.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Accounting OperationsFinancial ReportingMonth-End Close ManagementExternal Audit ManagementCall Report PreparationLoan Portfolio AccountingNetSuite ExperienceExcel ProficiencyFinancial Database SkillsAccounting Applications Experience

Soft Skills

Superior Communication SkillsTeam-OrientedEntrepreneurial Mindset

Certifications

CPA License