Controller

We are a dynamic and innovative financial advisory firm committed to providing exceptional services to our clients. With a focus on strategic financial planning, risk management, and investment advisory, we strive to empower businesses and individuals to achieve their financial goals

Do you want to work with some of the nation’s best Clients AND enjoy time at home w/ family? We do too!

• Meaningful Work!
• Best in Class Firm!
• Competitive Compensation Package!
• Complete Benefits Package!
• Flexible Work Schedules!
• Accelerated Career Growth!
• Fun Company Activates!
• Many More!

Job Details:

We are on the lookout for a dynamic and detail-oriented individual to join our team as a Permanent Controller in the Finance industry. This position offers an exciting opportunity to work in a fast-paced environment, where you will play a critical role in managing our financial health. This role requires a deep understanding of wealth management, public accounting, financial reporting, and assets management. The successful candidate will have a hands-on approach, with a proven track record of improving processes and promoting best practices in financial management.

Responsibilities:

1. Oversee all accounts, ledgers, and reporting systems, ensuring compliance with appropriate GAAP standards and regulatory requirements.
2. Maintain internal control and safeguards for receipt of revenue, costs, and program budgets and actual expenditures.
3. Regularly produce financial reports and statements, ensuring accuracy and compliance with applicable financial reporting standards.
4. Coordinate all audit activities and manage relationships with external auditors.
5. Analyze financial data and create financial models for decision support.
6. Implement policies and procedures to improve operational efficiency.
7. Collaborate with executive leadership to understand the organization's goals and strategy related to finance, budgeting, and cost control.
8. Prepare and publish timely monthly financial statements.
9. Monitor debt levels and compliance with debt covenants.
10. Manage the company's investment portfolio, ensuring alignment with the company's financial goals.

Qualifications:

1. Bachelor's Degree in Accounting, Finance, or a related field.
2. Certified Public Accountant or Certified Management Accountant designation preferred.
3. Minimum of 3 years of experience in a senior-level finance or accounting position.
4. Knowledge of finance, accounting, budgeting, and cost control principles including Generally Accepted Accounting Principles (GAAP).
5. Knowledge of automated financial and accounting reporting systems.
6. Knowledge of federal and state financial regulations.
7. Ability to analyze financial data and prepare financial reports, statements, and projections.
8. Proficient in Microsoft Excel, specifically with pivot tables and Vlookups.
9. Working knowledge of the SEC regulations.
10. Excellent written and oral communication skills.
11. Demonstrated leadership ability, team management, and interpersonal skills.
12. Excellent analytical and abstract reasoning skills, plus excellent organization skills.
13. Previous experience in wealth management and assets management.

If you are a passionate, driven individual with a wealth of experience in finance and accounting, we would love to hear from you. This is your chance to make a significant impact on the direction and success of our company. Apply today and let us explore the possibilities together.