Trinity Technology Solutions LLC
3 days ago Be among the first 25 applicants
Base pay range
$175,000.00/yr - $250,000.00/yr Direct message the job poster from Trinity Technology Solutions LLC Our client is a thriving independent RIA with nearly $2 billion in AUM, committed to providing tailored investment and financial planning solutions for high-net-worth clients. The firm is experiencing rapid growth, with annual expansion of 20 - 30%. To support this momentum, they are seeking an experienced Controller with a background in wealth management and financial services. This is a high-impact, individual contributor role that not only oversees financial operations but also partners closely with firm leadership to drive long-term growth, enhance operational efficiency, and scale the business for the future. Key Responsibilities
Lead all aspects of the firm’s accounting (AP/AR, payroll, budgeting, cash management, tax filings, etc.) and financial reporting functions. Direct month-end closing of the General Ledger; prepare and analyze monthly, quarterly, and annual financial statements. Monitor cash flow, profitability, and expense control. Coordinate with external accounting vendors who perform financial reviews and due diligence analyses. Prepare materials for Board of Directors meetings. Collaborate with compliance to ensure financial reporting aligns with SEC/FINRA regulatory requirements. Oversee internal controls, policies, and procedures to safeguard firm assets. Evaluate operational and financial risks and recommend mitigation strategies. Strategic Leadership
Partner with the executive team on business strategy, costs optimization, profitability analysis, scenario modeling, and long-term planning. Provide financial insights to guide decisions on growth initiatives, acquisitions, technology investments, and hiring. Develop KPIs and dashboards to measure and track financial and operational performance. Provide insights and recommendations on scaling operations and supporting firm-wide growth. Operations & Efficiency
Oversee Human Resources functions, including onboarding of new hires. Assist with the transition to and subsequent enhancement of the ERP system. Qualifications
Bachelor’s degree in Accounting, Finance, Mathematics, Statistics, or a similar STEM-based major. 7+ years of progressive experience in accounting and finance, including at least 3 years within an RIA or wealth management firm with approx $2 billion - $10 billion AUM. Strong understanding of RIA business models, fee structures, and regulatory environment. Experience within a smaller, rapidly growing firm and demonstrated success in scaling operations is strongly preferred. Proficiency with portfolio accounting systems, CRMs, and Microsoft Excel/Power BI. CPA is a plus Expertise in financial modeling, budgeting, and KPI development. Proven ability to serve as a trusted strategic partner with the vision to think broadly about the business and its long-term growth. Demonstrated ability to improve processes, implement systems, and scale infrastructure in a growing firm. Familiarity with platforms such as Black Diamond, Addepar, Schwab, Pershing, QuickBooks, Tally, and NAV administration is a plus Excellent leadership, communication, and interpersonal skills. Experience within a smaller, rapidly growing firm is strongly preferred. Seniority level
Mid-Senior level Employment type
Full-time Job function
Accounting/Auditing, Administrative, and Finance Industries IT Services and IT Consulting, Financial Services, and Accounting Referrals increase your chances of interviewing at Trinity Technology Solutions LLC by 2x Inferred benefits
Medical insurance 401(k) Disability insurance Paid maternity leave Get notified about new Financial Controller jobs in New York, United States. New York, NY $225,000.00-$250,000.00 1 week ago New York, NY $188,000.00-$207,000.00 1 day ago Manhattan, NY $250,000.00-$300,000.00 6 days ago New York, NY $140,000.00-$170,000.00 2 months ago Brooklyn, NY $130,000.00-$160,000.00 2 weeks ago New York, NY $140,000.00-$170,000.00 2 weeks ago New York, NY $200,000.00-$225,000.00 3 days ago White Plains, NY $225,000.00-$225,000.00 4 days ago New York, NY $150,000.00-$175,000.00 3 months ago New York, NY $88,000.00-$100,000.00 5 days ago Tarrytown, NY $175,000.00-$210,000.00 6 days ago New York, NY $150,000.00-$180,000.00 1 day ago Other job titles nearby
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$175,000.00/yr - $250,000.00/yr Direct message the job poster from Trinity Technology Solutions LLC Our client is a thriving independent RIA with nearly $2 billion in AUM, committed to providing tailored investment and financial planning solutions for high-net-worth clients. The firm is experiencing rapid growth, with annual expansion of 20 - 30%. To support this momentum, they are seeking an experienced Controller with a background in wealth management and financial services. This is a high-impact, individual contributor role that not only oversees financial operations but also partners closely with firm leadership to drive long-term growth, enhance operational efficiency, and scale the business for the future. Key Responsibilities
Lead all aspects of the firm’s accounting (AP/AR, payroll, budgeting, cash management, tax filings, etc.) and financial reporting functions. Direct month-end closing of the General Ledger; prepare and analyze monthly, quarterly, and annual financial statements. Monitor cash flow, profitability, and expense control. Coordinate with external accounting vendors who perform financial reviews and due diligence analyses. Prepare materials for Board of Directors meetings. Collaborate with compliance to ensure financial reporting aligns with SEC/FINRA regulatory requirements. Oversee internal controls, policies, and procedures to safeguard firm assets. Evaluate operational and financial risks and recommend mitigation strategies. Strategic Leadership
Partner with the executive team on business strategy, costs optimization, profitability analysis, scenario modeling, and long-term planning. Provide financial insights to guide decisions on growth initiatives, acquisitions, technology investments, and hiring. Develop KPIs and dashboards to measure and track financial and operational performance. Provide insights and recommendations on scaling operations and supporting firm-wide growth. Operations & Efficiency
Oversee Human Resources functions, including onboarding of new hires. Assist with the transition to and subsequent enhancement of the ERP system. Qualifications
Bachelor’s degree in Accounting, Finance, Mathematics, Statistics, or a similar STEM-based major. 7+ years of progressive experience in accounting and finance, including at least 3 years within an RIA or wealth management firm with approx $2 billion - $10 billion AUM. Strong understanding of RIA business models, fee structures, and regulatory environment. Experience within a smaller, rapidly growing firm and demonstrated success in scaling operations is strongly preferred. Proficiency with portfolio accounting systems, CRMs, and Microsoft Excel/Power BI. CPA is a plus Expertise in financial modeling, budgeting, and KPI development. Proven ability to serve as a trusted strategic partner with the vision to think broadly about the business and its long-term growth. Demonstrated ability to improve processes, implement systems, and scale infrastructure in a growing firm. Familiarity with platforms such as Black Diamond, Addepar, Schwab, Pershing, QuickBooks, Tally, and NAV administration is a plus Excellent leadership, communication, and interpersonal skills. Experience within a smaller, rapidly growing firm is strongly preferred. Seniority level
Mid-Senior level Employment type
Full-time Job function
Accounting/Auditing, Administrative, and Finance Industries IT Services and IT Consulting, Financial Services, and Accounting Referrals increase your chances of interviewing at Trinity Technology Solutions LLC by 2x Inferred benefits
Medical insurance 401(k) Disability insurance Paid maternity leave Get notified about new Financial Controller jobs in New York, United States. New York, NY $225,000.00-$250,000.00 1 week ago New York, NY $188,000.00-$207,000.00 1 day ago Manhattan, NY $250,000.00-$300,000.00 6 days ago New York, NY $140,000.00-$170,000.00 2 months ago Brooklyn, NY $130,000.00-$160,000.00 2 weeks ago New York, NY $140,000.00-$170,000.00 2 weeks ago New York, NY $200,000.00-$225,000.00 3 days ago White Plains, NY $225,000.00-$225,000.00 4 days ago New York, NY $150,000.00-$175,000.00 3 months ago New York, NY $88,000.00-$100,000.00 5 days ago Tarrytown, NY $175,000.00-$210,000.00 6 days ago New York, NY $150,000.00-$180,000.00 1 day ago Other job titles nearby
Comptroller and Director, Division of Finance and Management - (D-2), FT, NYHQ, USA Purchase, NY $155,000.00-$205,000.00 2 weeks ago Director, Finance and Accounting – Corporate New York, NY $103,000.00-$116,000.00 1 month ago New York, NY $120,000.00-$150,000.00 4 weeks ago New York, NY $200,000.00-$230,000.00 1 week ago New York, NY $150,000.00-$160,000.00 5 days ago Farmingdale, NY $185,000.00-$200,000.00 1 day ago New York, NY $170,000.00-$200,000.00 5 days ago New York, NY $120,000.00-$140,000.00 2 weeks ago New York, NY $201,000.00-$274,000.00 5 days ago Wilton, NY $160,000.00-$200,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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