Controller, Accounting, Financial Compliance

Investments & Wealth Institute is seeking an experienced Controller to lead its accounting function and oversee financial reporting, accounting operations, and internal controls. The ideal candidate has strong technical accounting expertise, experience managing financial audits and accounting systems, and a demonstrated ability to lead staff and improve financial processes.

The Controller is responsible for the accuracy and integrity of the Institute's financial records and reporting, including the monthly and year-end close, financial statements, revenue recognition under ASC 606, the annual audit and Form 990, internal controls, and the accounting function's operating plan and budget. The Controller supervises accounting staff, administers the Institute's financial systems, and serves as the finance lead for the implementation of Sage Intacct, with responsibility for designing well-documented, automated processes where practical.

The Controller provides financial information and analysis to the CFO, CEO, department heads, and the Finance & Audit Committee. This is a remote position, with occasional travel to the Institute's Denver, Colorado, office for quarterly meetings.

• Set strategy, goals and priorities for the accounting function in line with organizational priorities and in collaboration with the fractional CFO.
• Develop and own the accounting operating plan and budget; support the organization-wide budget and reforecasts with the CFO and department heads.
• Lead the monthly and year-end close, targeting completion within 10 business days.
• Prepare financial statements, budget-to-actual reports and variance analysis for leadership and Finance & Audit Committee.
• Own the general ledger, chart of accounts, account reconciliations and journal entry review.
• Apply ASC 606 to all revenue streams (membership dues, certification and exam fees, conferences and events, education programs, sponsor ships); maintain deferred revenue schedules and document recognition policies.
• Research and document technical positions, including ASC 958, ASC 842 leases and contributions.
• Manage the annual audit as the main contact for external auditors.
• Coordinate Form 990 and 990-T, sales and use tax, 1099s and other filings; maintain UBI and state registration compliance.
• Design, document and test internal controls (segregation of duties, approvals, system access); maintain accounting policies and SOPs.
• Oversee AP, AR, payroll accounting, expense management and cash management.
• Lead the finance side of the Sage Intacct implementation: chart of accounts and dimension design, data migration, integrations, testing and go-live.
• Administer Sage Intacct, FP&A tools and Ramp; automate manual processes and own AMS, payment platform and GL integrations.
• Hire, manage and develop accounting staff, building a culture of accuracy, documentation and continuous improvement.
• Represent accounting in leadership discussions and partner with peer Directors on cross-functional work.
• Serve as the CFO's backup, elevate significant risks, and act as a finance partner to staff across IWI.

• Bachelor's degree in accounting or finance.
• 5+ years of progressive accounting experience, including managing the month-end close and a financial statement audit from start to finish.
• Experience supervising staff and developing and managing a departmental budget.
• Strong knowledge of U.S. GAAP, including hands-on experience with ASC 606 across multiple revenue stream.
• Experience administrating cloud-based accounting systems, developing financial reports, and automating workflows, with advanced Excel skills.

• Active CPA
• Non-profit or association experience (ASC 958, Form 990)
• Sage Intacct, ideally…