A growing wealth management firm is seeking a full‑time Controller to lead and advance its internal accounting and financial reporting function. This role is ideal for a growth‑minded finance professional ready to step into a key leadership position and help build a more robust internal finance infrastructure in a fast‑paced, high‑expectation environment.

The Controller reports to the Managing Partner and works closely with firm leadership, Operations, HR, advisors, shareholders, and external partners. This role oversees all accounting functions, ensures financial accuracy, and supports firm‑wide financial accountability. Responsibilities include leading AP, AR, payroll, and general ledger activities; managing the full AR cycle and month‑end/year‑end close; maintaining accurate financial statements and reconciliations; and implementing internal controls and accounting policies. The Controller oversees payroll in coordination with HR, manages internal or external bookkeeping resources, and serves as the primary liaison for CPAs, auditors, and banking partners.

The role provides financial reporting, budgets, forecasts, variance analyses, and clear insights to leadership. It monitors cash flow and working capital, identifies risks and improvement opportunities, and maintains organized, audit‑ready documentation. The Controller also supports shareholder financing programs, manages loans and debt payments, prepares quarterly shareholder updates, and assists with distributions and the annual stock sale process while helping shareholders understand financial aspects of ownership.

Success in this role looks like timely and accurate month‑end close, strong financial controls, clear communication of financial insights, well‑managed shareholder processes, and growing influence across the firm through accountability and continuous improvement.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field
• 5–10 years of accounting experience; Controller experience preferred
• Strong financial reporting and internal controls knowledge
• Experience in financial or professional services preferred
• Excellent analytical skills and attention to detail
• Clear communication skills for non‑financial audiences
• Demonstrated ownership and ability to work independently
• Interest in building and improving processes