Controller, Finance & Banking, Financial Reporting

Base pay range

$/yr - $/yr

What's Awesome About Our Client?

• Established, growth-oriented firm with a strong track record
• Collaborative team culture that values shared success over individual output
• Nationally recognized company
• Clear, accelerated pathway to ownership opportunities

Why this job – CONTROLLER:

A nationally ranked investment management firm in Whitefish is adding a Controller to its leadership team. This is a high-impact role where you’ll own the full accounting function, support strategic decision-making, and help guide the financial direction of a long-standing Montana success story. If you're looking for a long-term home with stability, growth, and a team that values accuracy and integrity, this is an excellent opportunity.

What You'll Actually Do:

• Own accounting operations including internal processes and external vendor relationships
• Manage all Quick Books activity: management fee revenue, expenses, journal entries, credit cards, and month/year-end workflows
• Prepare accurate and timely financial statements, tax filings, and reporting packages
• Oversee payroll and benefits administration in partnership with outside accounting firm
• Build financial models and projections for benchmarking, national ranking submissions, and internal planning
• Coordinate employee benefits: onboarding, insurance renewals, 401(k) activities, and general employee support
• Evaluate and improve internal controls, accounting processes, and compliance practice
• Analyze trends and provide insights and recommendations to the Executive Team
• Support strategic and entrepreneurial initiatives across the firm to ensure long-term stability and growth

To Be Successful in This Role, You Will Need:

• Bachelor’s Degree in Accounting or Finance
• CPA highly preferred
• 8-10 years of progressive accounting experience – Public accounting preferred
• Independent, organized, detail-oriented, and able to prioritize and manage diverse responsibilities
• Advanced Excel skills, with experience in Quick Books, required

Where and How Much:

• 100% in office – Whitefish
• 3 weeks PTO + Floating holidays | Strong health benefits | Retirement plan options

• Director

• Full-time

• Accounting/Auditing, Finance, and Administrative

• Financial Services and Investment Management

• Medical insurance
• Vision insurance
• 401(k)