Controller, Accounting, Financial Reporting

Nearly 23 years ago, 23-year-old Matthew Dicken grew frustrated with the issues plaguing the financial services industry and set out on a mission to change the industry standard and prioritize clients in retirement planning. What started as a small two-person team in a 1,200 sq. ft. office in Louisville, KY, has evolved into the Strategic Wealth Designers we now know, with 18 locations across the U.S. and almost 100 employees.

As we continue to grow, we’re looking for passionate individuals to help take us to even greater heights.

At Strategic Wealth Designers (SWD), we don’t hire to fill seats. We hire people who move the needle. We set a high bar and expect you to raise it. We measure ourselves by results and build systems that scale rather than excuses that justify misses. We value discipline, extreme ownership and real outcomes.

you’re not here to simply close the books.

You’re here to build and protect the accounting foundation that allows the business to scale confidently.

You will build an accounting function that:

• Produces accurate, trusted financial reporting
• Creates disciplined and repeatable close processes
• Strengthens internal controls and operational accountability
• Improves systems, workflows, and financial visibility
• Supports leadership with timely, decision-useful financial information

This is not a maintenance account role.

This is an ownership role.

If the numbers are clean, reconciliations are trusted, close processes scale, and leadership has confidence in the financial data, you did your job.

If controls break down, reconciliations become unreliable, or accounting processes create unnecessary risk or chaos, you own it, diagnose it, and improve it.

You’ll know you’re winning when:

• Monthly close is accurate, timely and repeatable
• Financial statements are GAAP-compliant and trusted
• Reconciliations are complete, reviewed, and properly documented
• Net Suite and related workflows operate cleanly and efficiently
• Revenue, commissions, cash and expenses are properly controlled
• Manual accounting work is reduced through process and system improvements
• Leadership has reliable accounting visibility to support planning and decision-making

We don’t build account processes to create bureaucracy.

We build them to create trust, visibility and scalability.

The Controller will be responsible for leading the company’s accounting operations, close process, financial reporting integrity, internal controls, and accounting process discipline. This role reports directly to the Head of Finance and serves as the operational owner of accounting accuracy and financial reliability.

The ideal candidate is highly detail-oriented, systems-minded, process-driven, and comfortable operating hands‑on in a growing private company environment. This role requires someone who can operate deep in the details while continuously improving the account infrastructure behind the business.

Accounting Operations and Close Management

• Own monthly, quarterly, and year‑end close processes
• Establish and maintain close calendars, workflows, deadlines and review procedures
• Ensure reconciliations, accruals, journal entries, and account analyses are accurate and timely
• Review financial statements for completeness, consistency, and reliability
• Improve close efficiency while maintaining accounting quality and control discipline
• Identify and resolve recurring close or reporting issues before they become operational problems

You don’t just close the books. You improve the process behind the close.

GAAP Reporting and Accounting Policy

• Maintain GAAP-compliant financial reporting and accounting consistency
• Develop and maintain account policies across key financial areas
• Ensure consistent accounting treatment across entities, service lines and reporting periods
• Support audit, tax and external reporting requirements
• Document accounting judgements, reconciliations, and reporting support schedules

Accuracy is expected. Consistency is required.

Revenue, Commission, and Transaction Integrity

• Oversee accounting processes tied to revenue and commission activity
• Improve reconciliation processes between operating systems…