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Assistant Controller

Akuna Capital · Chicago, IL

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What Akuna Capital asks for

From Akuna Capital's Assistant Controller ad, checked 4 Nov 2026.

Financial reporting and US GAAP

Maintaining full accounting records, including cash flow statements and general ledgers, while applying a strong knowledge of US GAAP to technical accounting matters and policies.

Audit and regulatory reporting

Managing the annual audit process through completion, acting as the main contact for external auditors and preparing reports for banks and regulators.

Process automation and NetSuite

Improving financial systems and reporting cycles through automation and process improvements, with experience in NetSuite preferred.

Workstreams and reviewing others

Taking responsibility for monthly close workstreams and performing reviews of work completed by senior accountants.

How the example answers the ad

  1. Financial reporting and US GAAP

    “Directs monthly close workstreams for five diverse legal entities ensuring full US GAAP compliance.”

    Leading workstreams across five legal entities shows financial reporting duties, while the mention of US GAAP compliance addresses the specific regulatory knowledge required.

  2. Audit and regulatory reporting

    “Leads annual financial statement audits acting as primary liaison for external accounting firms.”

    Serving as the main contact for accounting firms shows management of the audit process through its completion.

  3. Process automation and NetSuite

    “Automated monthly reporting packages by deploying script based validation within ERP platforms.”

    Using script based validation in ERP platforms shows improving systems through automation.

  4. Workstreams and reviewing others

    “Reviews all reconciliations and journal entries prepared by a team of three senior accountants.”

    Reviewing work from a team of three senior accountants shows the supervision and review of other staff.

The whole example as text

Sana Qureshi · Assistant Controller

Summary

Assistant Controller with 6 years of experience in private equity and trading operations. Manages general ledger and cash flow reporting across five distinct corporate entities. Orchestrates annual audit cycles from planning through final issuance as primary point of contact for external audit partners. Implements NetSuite automated workflows to reduce monthly close timelines by two full business days.

Experience

Assistant Controller · Sterling Equity Partners

Chicago, IL · 2024 - Present

  • Directs monthly close workstreams for five diverse legal entities ensuring full US GAAP compliance.
  • Conducts technical accounting research for complex intercompany transactions and revenue recognition.
  • Reviews all reconciliations and journal entries prepared by a team of three senior accountants.
  • Leads annual financial statement audits acting as primary liaison for external accounting firms.

Senior Accountant · Blue Ridge Trading Group

Chicago, IL · 2022 - 2024

  • Managed daily treasury operations including cash flow forecasting and bank reconciliations for trading accounts.
  • Prepared quarterly regulatory filings and bank reports meeting strict accuracy standards.
  • Automated monthly reporting packages by deploying script based validation within ERP platforms.
  • Evaluated internal control environments to identify and mitigate risks during audit preparation.

Staff Accountant · Summit Financial Services

Chicago, IL · 2021 - 2022

  • Maintained general ledger integrity for multi-currency accounts across regional lending divisions.
  • Reconciled investment portfolios and processed dividend distributions with 99.9 percent accuracy.
  • Assisted with year-end tax provision preparation and supporting schedules for tax consultants.
  • Streamlined accounts payable workflows using procurement software integration to reduce processing time.

Junior Accountant · Midwest Accounting Solutions

Chicago, IL · 2020 - 2021

  • Supported audit team by gathering client documentation and verifying balance sheet schedules.
  • Recorded standard journal entries for routine operating expenses across various client accounts.
  • Facilitated monthly billing cycles for commercial clients to ensure timely invoice generation.

Education

MS in Finance · Northwestern University

Evanston, IL · 2020 - 2022

  • Completed capstone thesis on quantitative risk modeling in capital markets.
  • Maintained a 3.9 GPA with honors in advanced financial management.
  • Participated in the university finance lab to analyze real-time market data.

BS in Accounting · University of Illinois at Chicago

Chicago, IL · 2016 - 2020

  • Graduated with cum laude distinction for academic excellence.
  • Served as a teaching assistant for undergraduate financial accounting courses.
  • Competed in regional accounting case competitions focusing on tax strategy.

Skills

Financial Reporting:US GAAPSEC FilingsRevenue RecognitionCash Flow AnalysisBudgeting
Accounting Systems:NetSuiteSAPQuickBooksOracleERP ImplementationXero
Auditing and Compliance:SOX ComplianceRisk AssessmentAudit LiaisonInternal ControlsRegulatory Reporting
Technical Proficiency:SQLAdvanced ExcelVBAPower BIData Modeling
Management:Staff SupervisionCross-functional LeadershipPerformance ReviewStrategy PlanningTraining
Assistant controller example
Assistant controller example. AI-written for illustration.

Frequently asked questions

Is the example from an employee?

No. It is an AI-written example for this ad, made to show how a resume can answer it.

Do I need to meet every qualification to apply?

No. The firm values unique perspectives and encourages all groups to apply even if they do not meet every single qualification listed in the ad.

What level of experience is required for this role?

The ad requires at least 5 years of experience within the trading industry or in public accounting specifically focused on the financial services field.

Where do I apply?

On the official Akuna Capital posting, through the job link on this page.

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