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Assistant Controller job description template

If you are hiring for this role, start here. This free template is our detailed definition of the position, with everything you need to find and hire the right person. Copy it, add your own requirements, and post it.

Free job description below
Median pay
$84,153per year, about $40 an hour
Range$32,500 to $120,000 a year
Hourly$16 to $58 an hour
EducationThe majority of applicants possess a degree in accounting, finance, business administration, or a relevant field.
Also calledController, Corporate Controller, Accounting Specialist
DepartmentAccounting
The role

What is an Assistant Controller?

Assistant Controllers are financial professionals who usually work in accounting departments in various companies.

They collaborate with controllers and other specialists to provide support and assistance for accounting management, financial documentation, and billing and faxing processes.

They also help with budget preparation and analysis, data entry, and identifying and resolving accounting errors and inaccuracies.

What to screen for

The top Assistant Controller skills.

Five things separate a strong hire from a résumé that reads well. Use these as your scorecard criteria.

SkillWhy it matters
CommunicationAssistant Controllers need great communication skills in order to manage their daily responsibilities and maintain working relationships. Communication skills are important because Assistant Controllers usually engage with other departments, coworkers, and clients. Written communication is as equally essential as verbal communication.
Analytical SkillsAnalytical skills are crucial for Assistant Controllers. Since they deal with various documentation, numbers, files, bills, and others, analytical skills help them understand their work deeply and perform their daily duties accurately and without mistakes
BudgetingBudgeting is Assistant Controllers’ ability to function within budget limits and execute their tasks after carefully considering those limits. Having great budget skills means that Assistant Controllers must be confident when dealing with numbers and calculations. This skill also helps them determine weekly, monthly, and annual budgets.
OrganizationAssistant Controllers must possess excellent organizational and time management skills. During busy days when they are buried in work, organization skills are crucial for Assistant Controllers to keep track of their duties, prioritize their tasks, and avoid being overwhelmed with work.
Computer SkillsAssistant Controllers are required to be proficient in using computers and other digital equipment necessary for the job. They will perform most of their tasks using a computer and various accounting software programs. The more Assistant Controllers are familiar with different programs and equipment, the better it is for their overall success.
Free template

The job description, ready to post.

Copy it as written, or edit it until it sounds like your company. Both work.

Assistant ControllerAccounting · Free to use and edit

We are actively looking for an Assistant Controller to join us in our accounting department. In this position, you will work closely with the Controller and other professionals on supporting various aspects of accounting management, including taxing, billing, invoicing, and reporting. Additionally, you will be assisting in the preparation and maintenance of financial statements, budgets, and forecasts, as well as the formulation and implementation of the control system in the company.

We value strong collaboration among departments and the ability to build and maintain trusty relationships with clients and colleagues. That is why our ideal candidate is a person with excellent verbal and written communication and collaboration, organizational, and analytical skills. Also, computer proficiency, budgeting, problem-solving, and mathematic skills are welcomed.

Duties and responsibilities

  • Support various aspects of the accounting management.
  • Assist in billing, taxing, invoicing, and reporting activities.
  • Create and manage balance sheets and analyze earnings and expenses.
  • Help with the preparation of financial statements and other documentation.
  • Perform and manage data entry.
  • Assist in forming budgets and forecasts.
  • Participate in the preparation and implementation of internal control systems.
  • Perform weekly, monthly, and yearly budget analyzes.
  • Research, identify, and resolve accounting issues.
  • Ensure legal compliance with all relevant state and federal laws, regulations, and procedures.
  • Utilize accounting software to prepare reports and manage documentation.

Requirements

  • A degree in accounting, finance, or a similar field.
  • CPA certification is an advantage.
  • Prior working experience as an Assistant Controller or related position.
  • In-depth knowledge of accounting and financial processes (taxing, billing, budgeting).
  • Knowledge of MS Office and accounting software.
  • Strong analytical and numerical skills.
  • Written and verbal communication.
  • Organization and time management.
Add your pay range, benefits, and location before you post. Postings with a stated range get significantly more finished applications than the ones that leave it out.

Take the template with you

Copy it straight into your job board or ATS, or have it emailed to you with the interview questions for this role.

Education

Degree first, then the certification.

The majority of applicants possess a degree in accounting, finance, business administration, or a relevant field.

Further certification, such as a CPA certificate, is a requirement for some employers, but generally, it represents a huge advantage.

Candidates should have a few years of experience in the accounting or finance working field in order to acquire knowledge and a set of skills essential for this position.

Candidates usually begin with internship or cooperative education programs in accounting or finance before applying for their first official job.

CPA

Certified Public Accountant

Demonstrates expertise in accounting principles and practices.

AICPA
Treat these as a signal, not a requirement. Plenty of strong candidates come up through experience without one.
After the applications land

Sample interview questions for an Assistant Controller.

Once you have gathered the applications, work through these in order. Twelve questions across four areas, enough to tell your shortlist apart.

Personal
  • What would you say about yourself in a few words?
  • What is something you enjoy doing outside of work?
  • How do you imagine your dream job?
Human Resources
  • Why did you choose to become an Assistant Controller?
  • What are your salary expectations for the first 6 months?
  • Could you briefly tell us more about your previous working experience?
Management
  • How would you work with a Controller to achieve the company’s goals?
  • How well do you think you will collaborate with other departments?
  • What motivates you to keep going when you feel overwhelmed?
Technical Skills and Knowledge
  • What experience do you have developing and managing financial documentation for regulatory bodies?
  • What was the hardest accounting problem you faced, and how did you solve it?
  • How do you make a decision or execute a task when you don’t have all the necessary information?
Pay

How much to pay when hiring.

Annual pay by percentile. Where you land depends on the size of the cycle they will own, and the 25th percentile is usually where a first analyst hire sits.

10th percentile$32,500
25th percentile$65,000
Median$84,153
75th percentile$100,000
90th percentile$120,000

Hourly equivalents run from $16 at the 10th percentile to $58 at the 90th.

Related job titles

Candidates may apply under a different name.

Post the title your industry uses and keep the rest of the description. These three roles overlap enough that the same posting usually reaches all of them.

Same work, different title

Three titles, one description.

Search behavior varies by industry, so the same job is advertised under several names. If you are unsure which one your candidates search for, run two titles and see which fills.

Controller

Controllers work for businesses to ensure that financial records are kept up to date and correct for future reference.

$93,108 median

Corporate Controller

Accounting Specialist

Questions

Frequently asked questions.

What makes an Assistant Controller different from a Bookkeeper?

The main difference between these two positions is their working background.

Bookkeeper is typically an entry-level position, while an Assistant Controller must have strong knowledge and experience when it comes to financing and accounting.

Furthermore, a Bookkeeper mainly focuses on clerical and administrative duties and Assistant Controller is responsible for more demanding and higher-level tasks.

Who do Assistant Controllers work with?

Assistant Controllers mainly work with and report to Controllers.

They may also work with other departments to achieve the company's goals.

What are the crucial skills for Assistant Controllers?

Assistant Controllers must have excellent written and verbal communication, organization, analytical, budgeting, numerical skills, and computer skills.

How much do Assistant Controllers earn annually?

Assistant Controllers typically earn between $32,500 and $120,000 per year.

More in finance

Other job description templates.

Same format, same free, same median pay data. Browse the full library if the role you are hiring for is not here.

Controller

Controllers work for businesses to ensure that financial records are kept up to date and correct for future reference.

$93,108 median

CPA

$91,980 median

Accountant

An accountant is a professional who provides financial services to individuals or businesses.

$68,326 median

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Accounts Receivable

Accounts Receivable is a financial clerk who works in finance or administration departments in companies or business organizations.

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