Financial Controller

Neil Jesani Advisors is a multidisciplinary advisory firm serving over 1,500 ultra-high-net-worth clients across tax planning, tax controversy, trust & estate and asset protection structuring, wealth management, and business advisory. Headquartered in Fort Lauderdale with an office in Las Vegas, the firm has been quadrupling in size annually for three years.

We are also building a dedicated institutional investment management platform — a multi-strategy alternatives business anchored by a hedge fund strategy, with private equity and additional vehicles to follow — alongside a growing transaction advisory practice. NJA is targeting a public market listing within 24–36 months.

We are hiring a Financial Controller at the parent company level to own accounting, financial reporting, and internal controls across every NJA entity.

This is a consolidated, multi-entity seat. You own the close, the consolidation, and the control environment across the tax and advisory practices, wealth management, transaction advisory, and the investment management platform — each with its own economics, entity structure, and reporting requirements.

It is also a build. You will lead the ERP implementation that replaces the firm’s current accounting stack, and bring financial reporting to a standard that supports audited financial statements and a public market listing. You are not inheriting a finished department — you are building the one that gets us there.

The role reports to the Chief Financial Officer and is based onsite in Sunrise, Florida.

• Own the monthly, quarterly, and annual close across all NJA entities, including intercompany eliminations and consolidated financial statements
• Compress the close calendar and give leadership visibility into performance during the month, not weeks after it ends
• Produce consolidated and entity-level P&L, balance sheet, and cash flow reporting, plus practice-level and service-line profitability
• Own the technical accounting positions — revenue recognition, equity and compensation accounting, acquisitions, and fund consolidation

• Design and document the internal control environment, accounting policies, and chart of accounts to a public company standard
• Manage the external audit end to end, along with tax compliance and reporting to banks, lenders, and insurers
• Lead SOX readiness and public company reporting preparation in support of the firm’s listing timeline

• Lead selection and implementation of the firm’s ERP — chart of accounts design, entity and consolidation structure, data conversion, and cutover
• Integrate practice management, billing, payroll, and CRM systems into the accounting and reporting environment
• Replace manual process with documented, scalable process capable of supporting continued growth and new business lines

• Build, lead, and develop the accounting team — general ledger, AP, AR, payroll, and billing
• Partner with the CFO on budgeting, forecasting, cash flow planning, and capital structure
• Work directly with the founder, executive leadership, and practice heads, and hold the business accountable to its numbers

• 10–15+ years of progressive accounting and finance experience
• CPA
• Public accounting audit experience at a Top 20 firm
• Controller, or equivalent senior accounting leadership, at an organization in excess of $100 million in revenue
• Hands‑on ERP implementation experience — you have led a full-cycle implementation, not simply used the system afterward
• Multi‑entity consolidation and technical accounting depth under US GAAP
• Proven experience building, leading, and developing an accounting team
• Onsite in Sunrise, Florida

• Public company experience — SEC reporting, SOX, or IPO readiness
• Professional services, financial services, or asset management background
• Investment partnership or fund accounting exposure
• Experience scaling a finance function through rapid growth or acquisition

Base salary in the $200,000–$250,000 range, commensurate with experience, plus a performance bonus. We will have a direct conversation about…