Controller - Wealth Management experience required - Hybrid - United States - MRINetwork

    MRINetwork
    MRINetwork United States

    17 hours ago

    Description

    Our client is an emerging wealth management division of a well-known investment/family office group, a division that is expecting significant growth. This Controller position provides a unique opportunity for a qualified finance professional to partner with a premier investment firm and build the finance and accounting function for a fast-growing organization. Tremendous opportunities for growth and impactful contribution.
    Reporting directly to the CEO, the Controller will oversee all day-to-day operational accounting and reporting functions for the wealth management division.
    Primary Responsibilities of the Controller:

    • Develop highly detailed, highly informative weekly and monthly financial updates that provide management with the information they need to succeed.
    • Direct month-end closing of General Ledger and preparation of monthly financial statements.
    • Ability to manage the financials from multiple new acquisitions and lead the integration process onto one cohesive system.
    • Interface with the parent company and lenders on business analysis, monthly reporting, and other items.
    • Assist in annual audits, cash management, regulatory reporting, tax filings, and other finance and accounting functions.
    • Ensure bank account reconciliations are completed on a timely basis.
    • Direct Accounts Payable & Payroll functions.
    • Administer Treasury & Tax functions.
    • Oversee Human Resources functions, including on-boarding of new hires.
    • Coordinate with third-party vendors for quality of earnings and other transaction diligence items.
    • Prepare materials for Board of Directors' meetings.
    • Assist in the transition to and subsequent enhancement of ERP system.
    Qualifications of the Controller:
    • Bachelor's degree majoring in Accounting, Finance, Mathematics, Statistics, or a similar STEM-based major.
    • 8-plus years of experience in Accounting, Finance, and/or FP&A specifically within the wealth management industry.
    • Completed CPA is preferred - Inactive CPA is acceptable.
    • A minimum of 3 years' experience dealing with cloud-based financial management software for medium-sized businesses (e.g., Sage Intacct).
    • Experience within a dynamic, rapidly expanding smaller company, involving the creation of essential infrastructure, encompassing processes, IT systems, vendor selection, and more.
    • Experience managing HR functions and/or payroll is a plus.
    • Experience with post-sale integration of acquisitions.
    • A strong enthusiasm for actively contributing to the growth and development of a company
    • Detail-oriented and self-motivated.
    • Strong interpersonal, verbal, and written communication skills.
    • Ability to identify and solve problems beyond the scope of work.
    • Willingness to perform a wide variety of tasks and projects. "Roll up your sleeves" type of attitude.
    • Ability to manage multiple projects simultaneously with excellent organizational skills.

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