LHH
This range is provided by LHH. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Overview The Controller will oversee all accounting and financial operations, ensuring the integrity of financial data, compliance with regulatory standards, and the implementation of best practices. This role is responsible for financial reporting, budgeting, internal controls, and team leadership, and will play a key part in strategic decision-making and process improvement.
Responsibilities
Lead monthly, quarterly, and annual close processes; prepare and consolidate financial statements and reporting packages
Ensure all accounting is GAAP-compliant and audit-ready; maintain robust internal controls and documentation
Oversee daily accounting functions, including AP, AR, payroll, billing, and general ledger management
Manage budgeting, forecasting, and financial analysis to support business objectives and growth initiatives
Collaborate with department heads and senior leadership to establish budgets, track spend, and forecast results
Supervise, mentor, and develop accounting staff, fostering a culture of accountability and continuous improvement
Liaise with external auditors, tax advisors, and regulatory agencies to ensure compliance and successful audit outcomes
Evaluate and implement accounting systems and software to support financial reporting and operational efficiency
Qualifications
Bachelor’s degree in Accounting, Finance, or related field; advanced degree preferred
CPA certification strongly preferred
7+ years of progressive accounting/finance experience, with at least 3 years in a Controller or similar leadership role
Prior experience in wealth management, financial services, or a related industry highly desirable
Mastery of financial reporting, budgeting, compliance, and internal controls
Strong leadership, communication, and decision-making abilities
Advanced proficiency in accounting software (e.g., Sage Intacct, NetSuite, QuickBooks, Great Plains) and Microsoft Excel
Preferred Skills
Experience working with multiple legal entities, including international businesses
Knowledge of cash management, banking processes, and regulatory requirements
Ability to build and scale financial processes across decentralized teams
Demonstrated success in process improvement and change management
Seniority level
Mid-Senior level
Employment type
Full-time
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Overview The Controller will oversee all accounting and financial operations, ensuring the integrity of financial data, compliance with regulatory standards, and the implementation of best practices. This role is responsible for financial reporting, budgeting, internal controls, and team leadership, and will play a key part in strategic decision-making and process improvement.
Responsibilities
Lead monthly, quarterly, and annual close processes; prepare and consolidate financial statements and reporting packages
Ensure all accounting is GAAP-compliant and audit-ready; maintain robust internal controls and documentation
Oversee daily accounting functions, including AP, AR, payroll, billing, and general ledger management
Manage budgeting, forecasting, and financial analysis to support business objectives and growth initiatives
Collaborate with department heads and senior leadership to establish budgets, track spend, and forecast results
Supervise, mentor, and develop accounting staff, fostering a culture of accountability and continuous improvement
Liaise with external auditors, tax advisors, and regulatory agencies to ensure compliance and successful audit outcomes
Evaluate and implement accounting systems and software to support financial reporting and operational efficiency
Qualifications
Bachelor’s degree in Accounting, Finance, or related field; advanced degree preferred
CPA certification strongly preferred
7+ years of progressive accounting/finance experience, with at least 3 years in a Controller or similar leadership role
Prior experience in wealth management, financial services, or a related industry highly desirable
Mastery of financial reporting, budgeting, compliance, and internal controls
Strong leadership, communication, and decision-making abilities
Advanced proficiency in accounting software (e.g., Sage Intacct, NetSuite, QuickBooks, Great Plains) and Microsoft Excel
Preferred Skills
Experience working with multiple legal entities, including international businesses
Knowledge of cash management, banking processes, and regulatory requirements
Ability to build and scale financial processes across decentralized teams
Demonstrated success in process improvement and change management
Seniority level
Mid-Senior level
Employment type
Full-time
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