Job Title: Corporate Controller, VP
Our client is seeking an experienced, hands-on Corporate Controller to oversee corporate accounting operations for a growing organization in the wealth management, financial technology, and software-enabled services space.
This role is responsible for leading the company’s accounting function, financial reporting, month-end close, internal controls, audit activities, and accounting system optimization. The Corporate Controller will partner closely with executive leadership, Finance, Operations, Technology, and other cross-functional teams to support continued growth, scalability, and operational excellence.
The ideal candidate will have significant experience leading accounting operations within a wealth management, financial services, fintech, SaaS, software, or technology-enabled organization. Strong technical accounting skills, experience with multi-entity financial reporting, and a proven ability to improve accounting processes through ERP systems, workflow automation, and financial reporting tools are essential.
Responsibilities
Lead day-to-day corporate accounting operations, including general ledger, accounts payable, accounts receivable, payroll accounting, fixed assets, treasury accounting, and related accounting functions.
Manage the monthly, quarterly, and annual financial close process, ensuring timely, accurate, and GAAP-compliant financial statements.
Prepare, review, and analyze consolidated financial statements for multiple legal entities.
Support accounting and financial reporting needs within a wealth management, financial services, or technology-driven operating environment.
Maintain, strengthen, and document internal controls, accounting policies, financial procedures, and approval workflows.
Coordinate annual financial statement audits and serve as the primary liaison with external auditors.
Ensure compliance with federal, state, and local tax reporting requirements in partnership with outside tax advisors.
Review account reconciliations, journal entries, accruals, and supporting documentation for accuracy and completeness.
Partner with Finance leadership to support budgeting, forecasting, cash flow reporting, management reporting, and financial analysis.
Identify and implement accounting process improvements, workflow automation, system enhancements, and reporting efficiencies.
Play a key role in ERP implementation, upgrades, optimization, data integrity, and financial reporting system improvements.
Partner with Technology and Operations teams to ensure accounting systems, ERP platforms, and reporting tools support business needs, controls, and scalability.
Develop and mentor accounting staff while fostering a culture of accountability, collaboration, accuracy, and continuous improvement.
Partner with cross-functional departments to support operational initiatives, business growth, system implementations, and finance transformation projects.
Ensure compliance with company policies, regulatory requirements, accounting standards, and internal control expectations.
Requirements
Active CPA license preferred.
Bachelor’s degree in Accounting required.
10+ years of progressive accounting experience.
Strong technical accounting background with experience overseeing corporate accounting, financial reporting, month-end close, audits, and internal controls.
Experience in wealth management, financial services, fintech, SaaS, software, or technology-enabled businesses strongly preferred.
Demonstrated experience with ERP systems, financial reporting platforms, accounting system implementations, upgrades, integrations, or process automation.
Experience with multi-entity accounting and consolidated financial statements preferred.
Strong leadership, communication, analytical, and project management skills.
Ability to operate in a hands-on capacity while also providing strategic accounting leadership to support growth and scalability.
Benefits
Our client offers a comprehensive benefits package designed to support your health, well-being, and future. This includes medical, dental, and vision coverage, life and disability insurance, flexible spending accounts, a 401(k) retirement plan, and access to additional voluntary benefits. Employees also enjoy a robust employee discount program.
Salary
$175,000 to $210,000 annually, commensurate with experience and qualifications.
This job description is intended to describe the general nature and level of work performed by individuals assigned to this role. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the position. Responsibilities may be modified at the discretion of management to meet organizational needs.
Please note that only candidates who are under consideration for the position will be contacted.