Controller, Finance & Banking, Financial Manager

Accredited Investors Wealth Management® is seeking a full-time Controller to help lead and evolve the firm’s internal accounting and financial reporting function. This role is ideal for a growth-minded finance professional who is ready to step into a leadership role and help build out the internal finance function in a fast-paced, high-expectation environment. There is meaningful opportunity for future growth into senior and executive-level leadership roles as the firm continues to grow.

Who We Are

We are a high-performing group of over 60 team members who are passionate about delivering exceptional service for our clients and being a sought-after place to work. Founded in 1987, Accredited is focused on delivering industry leading wealth management services to approximately 600 families, providing an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives.

Fiercely independent and 100% owned by a group of actively engaged employee shareholders, Accredited manages approximately $4.4 billion of investment assets as of 12/31/2025.

What It is Like to Work Here

Purposeful- At Accredited Investors Wealth Management, our guiding principles are centered on improving the individual and collective lives of all those we serve – clients, colleagues, and the community.

Challenging – Our work is frequently challenging and fast paced, yet we believe challenges bring out the best in others and ourselves. It is one of the many reasons why Accredited’s workplace culture has often been recognized by media outlets within our community and our industry.

Energizing– Surrounded by thoughtful, charismatic leaders, laughter echoes through our hallways and egos are checked at the door. While collaboration is engrained, camaraderie is organic. New learnings are fostered and shared. Fun is encouraged on most days ending in y.

Who You Will Work With

Reporting directly to the Managing Partner, the Controller works closely with the Executive Committee, Operations, HR, internal advisors, the firm’s shareholders, and a variety of external partners including CPAs and banks. This role will also supervise the firm’s bookkeeping functions (which could be internal or external) and plays a visible role in firm-wide financial accountability.

Primary Responsibilities

• Lead and continuously improve the firm’s full accounting function, including AP, AR, payroll, and general ledger
• Own the monthly AR process end-to-end, including client fee calculations, invoicing, and collaboration with advisory teams
• Manage month-end and year-end close processes with a consistent and reliable reporting cadence
• Ensure accurate financial statements and fully reconciled books
• Design, implement, and maintain internal controls and accounting policies
• Oversee payroll processes, including compensation changes in coordination with HR
• Develop and supervise internal and/or external bookkeeping resources
• Serve as a primary liaison with CPAs, auditors, and banking partners
• Prepare budgets, forecasts, and variance analyses
• Deliver clear, timely financial reporting and insights to leadership
• Provide visibility into cash flow, working capital, and overall firm performance
• Identify financial risks, inefficiencies, and opportunities for improvement

Shareholder & Banking Relationships

• Support the firm’s shareholder financing program in coordination with banks and internal stakeholders
• Manage loan tracking, debt payments, and related financial records
• Prepare and deliver quarterly updates to shareholders regarding financing activity
• Support quarterly distributions and the annual stock sale process
• Serve as a resource to shareholders in understanding the financial aspects of ownership

What Success Looks Like

• Consistent, timely month-end close and reporting, driven by strong ownership and attention to detail
• High confidence in financial accuracy and controls, supported by sound judgment and disciplined processes
• Clear, actionable financial insights that help leadership make informed decisions, communicated in a straightforward and accessible way
• Well-managed and transparent shareholder financing processes,…