Controller

Job Description

Please reach out to Melissa (Painter) Ford via LinkedIn for immediate consideration. This role requires an accomplished financial leader to manage diverse accounting functions, ensure compliance, and optimize processes. The ideal candidate will bring a strong mix of technical expertise, leadership capabilities, and industry experience.

Responsibilities:

• Provide strategic and operational leadership across all accounting functions, ensuring efficiency and accuracy.

• Manage and mentor a team of 10 accounting professionals, guiding their development and aligning their growth with organizational goals.

• Oversee monthly, quarterly, and annual financial close processes, ensuring timely and accurate reporting.

• Lead due diligence and integration efforts for mergers and acquisitions, ensuring seamless transitions for both new and existing associates.

• Supervise client billing processes tied to assets under management and oversee variable compensation systems for advisors.

• Direct payroll and benefits administration, ensuring compliance and effective management.

• Implement and maintain robust financial systems, processes, and internal controls to protect company assets and ensure data accuracy.

• Certified Public Accountant (CPA) designation or equivalent certification; Series 27 or 28 preferred.

• Minimum of 10 years of managerial accounting experience

• Expertise in accounting principles, including auditing and month-end close processes.

• Strong leadership and communication skills to effectively manage teams and collaborate across departments.

• Proven ability to oversee and optimize financial systems and controls.

• Experience managing payroll, benefits, and variable compensation systems.

Full-time