Controller, Accounting, Financial Compliance

Base pay range

$/yr - $/yr

Join our client as a Controller and play a pivotal role in leading the accounting function for a multi-site financial services company. This is a high-impact position, responsible for ensuring accurate financial records and reports, maintaining compliance with regulations, and driving operational excellence across the organization.

What You’ll Do:

• Provide leadership and direction to a team of 10 associates across accounting functions, supporting their growth and development.
• Oversee monthly, quarterly, and annual close processes and ensure timely, accurate financial reporting.
• Lead accounting due diligence and integration of acquired businesses, supporting both new and existing associates through transitions.
• Manage billing for assets under management and the related advisor variable compensation processes.
• Oversee payroll and benefits administration to ensure accuracy and compliance.
• Implement and strengthen financial systems, processes, and internal controls to safeguard assets and data integrity.
• Ensure proper accounting for broker-dealer related activities.

What We’re Looking For:

• CPA with 10+ years of progressive managerial accounting experience, ideally with a mix of public company and private equity–backed firm exposure.
• Background in Wealth Management, Asset Management, Insurance, or professional services preferred but not required.
• Strong technical knowledge of accounting principles combined with proven leadership, communication, and team-building skills.
• Experience gained working within a public accounting firm (Big 4 or large regional firm preferred).

This is a unique opportunity to join a growing organization in a leadership role, working at the intersection of accounting, operations, and strategic growth!

Mid-Senior level

Full-time

Accounting/Auditing and Finance

Investment Management and Financial Services