Controller, Accounting, Financial Compliance

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Controller to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go!

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.

The Controller will play a critical leadership role in managing and strengthening Mission Wealth’s accounting function as the firm continues its national growth. This role will oversee accounting operations, financial reporting, internal controls, and the monthly close process, reporting to the Director of Finance and senior leadership to ensure a scalable and disciplined financial infrastructure.

Mission Wealth has grown rapidly, and our finance platform is entering a new phase of maturity. The Controller will help modernize our accounting processes, build scalable systems, and support the financial rigor expected of a growing private equity–backed firm. This is not a maintenance role. It is an opportunity to lead and help design the financial infrastructure of a growing national wealth management firm.

The ideal candidate will have a bachelor’s degree in accounting, 6+ years of progressive accounting experience, and a CPA designation is required. Experience with in wealth management, financial services, or professional services environments is strongly preferred.

We are looking for someone with deep knowledge of GAAP, financial reporting, and internal controls, strong leadership capabilities, and the ability to partner effectively with finance leadership and cross-functional teams.

• Bachelor’s degree in Accounting, Finance, or a related field; CPA required
• 6+ years of progressive accounting experience, preferably in wealth management, financial services, or professional services
• Strong understanding of GAAP, financial reporting, and accounting controls
• Experience managing monthly close processes and preparing financial statements
• Experience with cash flow management and treasury operations
• Experience working with external auditors, tax advisors, and financial partners
• Familiarity with cloud-based accounting platforms, CRM systems, portfolio reporting platforms, and expense management systems
• Strong project management and organizational skills
• Exceptional communication skills and the ability to partner with internal teams and senior leadership
• Highly analytical with strong attention to detail and problem-solving abilities

• Ensure accurate and timely monthly, quarterly, and annual financial reporting and compliance with GAAP
• Prepare and support financial reporting packages for private equity partners, senior leadership, and lenders, ensuring accurate and timely insights into firm performance, capital structure, and operational metrics
• Own and manage the monthly close process, including general ledger management, reconciliations, and preparation of financial statements
• Oversee core accounting operations including accounts payable, expense management, corporate card activity, and related systems
• Serve as the primary liaison between Mission Wealth and external accounting, tax, audit, and capital partners
• Maintain capital and equity-related records, including equity administration through Carta and associated financial reporting requirements
• Develo…