Financial Controller

📋 Description

• Provide technical and operational leadership across accounting functions. Manage the accounting
• Ensure accurate and timely monthly, quarterly, and annual accounting close processes and reporting.
• Lead the process to ensure acquired businesses are reviewed and integrated optimally from an
• Manage the team responsible for billing clients on assets under management, and the associated
• Oversee the team responsible for managing payroll and benefits for the firm.
• Implement and oversee financial systems, processes, and controls to safeguard company assets and

🎯 Requirements

• Certified Public Accountant (CPA) or similar qualification. Series 27 or 28 preferred.
• 8+ years of managerial experience in accounting, preferably in a combination of both public company
• Preferred industries: Wealth Management, Asset Management, Insurance, Real Estate Investment.
• In-depth knowledge of accounting principles, strong leadership and communication skills.

🎁 Benefits

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts