Seventy2 Capital Wealth Management
Company: Seventy2 Capital Wealth Management
Location: Bethesda, MD
Employment Type: Full-Time
Seniority level: Director
Job function: Accounting/Auditing and Finance
About Us Seventy2 Capital is a full-service, independent wealth management practice committed to supporting individuals, families, and business owners to achieve their financial goals. We are passionate about the work we do for our clients. We form a deep understanding of our clients’ goals and values and then develop and implement customized strategies that fit those objectives. For more information, please visit www.seventy2capital.com.
Overview The Controller is a strategic and hands‑on finance leader responsible for building, optimizing, and overseeing the accounting operations across our growing family of companies. This role is critical in ensuring accuracy, timeliness, scalability, and clarity across all financial functions—including accounting, reporting, budgeting, treasury, billing, payroll compliance, and internal controls.
As our organization expands, the Controller will play a key role in harmonizing processes, strengthening financial infrastructure, and supporting executive leadership with timely, accurate insights that drive decision‑making.
Key Responsibilities Financial Operations & Reporting
Oversee day‑to‑day accounting operations across all entities, ensuring accurate and timely month‑end and year‑end closes.
Produce consolidated financial statements and individual entity reporting packages.
Maintain the general ledger, chart of accounts, and accounting policies.
Prepare and present monthly financial dashboards, KPIs, and variance analyses for executive leadership.
Ensure compliance with GAAP and relevant financial regulations (FINRA/SEC considerations for wealth management).
Budgeting, Forecasting & Planning
Lead the annual budgeting process and rolling forecasts across all business lines.
Build financial models that support scenario planning, growth strategies, and long‑term planning.
Partner with the Finance Director and entity leaders to track financial performance against goals.
Treasury & Cash Management
Monitor cash flow across all entities, including intercompany activity.
Manage banking relationships, credit lines, and liquidity planning.
Recommend improvements to capital management and expense optimization.
Internal Controls & Process Optimization
Establish and maintain a strong internal control environment.
Build scalable processes to support multi‑entity accounting, including revenue allocation, expense sharing, and inter‑company transactions.
Implement best‑in‑class accounting technology and automation to improve accuracy and efficiency.
Ensure proper documentation, audit trails, and risk management practices.
Compliance & Support for Tax/Regulatory Needs
Coordinate with external tax advisors and auditors.
Ensure compliance with federal, state, and local filings for all entities.
Support regulatory reporting and documentation required for the wealth management business.
Payroll, AP, and AR Oversight
Oversee accounts payable, vendor management, reimbursements, and expense policies.
Support payroll processes, including commission structures, bonuses, advisor payouts, and multi‑entity allocations.
Ensure timely invoicing, collections, and revenue recognition.
Leadership & Cross‑Functional Support
Supervise and develop internal accounting staff as the department grows.
Work closely with Operations, People Ops, Tax, and Wealth Management leadership to align financial processes with business goals.
Report directly to the Finance Director and provide strategic financial guidance to the COO, CEO, and entity presidents.
Qualifications Required
Bachelor’s degree in Accounting, Finance, or related field.
CPA or CPA‑eligible strongly preferred.
5–10+ years progressive accounting/finance experience, ideally with multi‑entity or professional‑services environments.
Deep knowledge of GAAP and internal control frameworks.
Strong experience with accounting and reporting systems (QuickBooks, Numeric, Excel, etc.).
Proven leadership and ability to manage deadlines, prioritize tasks, and operate with precision in a fast‑paced environment.
Experience managing monthly close cycles and audit processes.
Preferred
Experience in wealth management, financial services, or tax/accounting firms.
Prior exposure to consolidation, intercompany accounting, and complex payroll structures.
Experience supporting or managing external audits or regulatory reviews.
Systems mindset with interest in automation, dashboards, and process redesign.
Key Competencies
High integrity and strong ethical standards.
Detail‑oriented with exceptional analytical skills.
Strategic thinker who can also execute tactically.
Strong communication skills with ability to present complex financial information clearly.
Collaborative partner comfortable working across multiple teams and entities.
Commitment to accuracy, accountability, and continuous improvement.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Seventy2 Capital is a separate entity from WFAFN.
PM-06052027-8651250.1.1
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Location: Bethesda, MD
Employment Type: Full-Time
Seniority level: Director
Job function: Accounting/Auditing and Finance
About Us Seventy2 Capital is a full-service, independent wealth management practice committed to supporting individuals, families, and business owners to achieve their financial goals. We are passionate about the work we do for our clients. We form a deep understanding of our clients’ goals and values and then develop and implement customized strategies that fit those objectives. For more information, please visit www.seventy2capital.com.
Overview The Controller is a strategic and hands‑on finance leader responsible for building, optimizing, and overseeing the accounting operations across our growing family of companies. This role is critical in ensuring accuracy, timeliness, scalability, and clarity across all financial functions—including accounting, reporting, budgeting, treasury, billing, payroll compliance, and internal controls.
As our organization expands, the Controller will play a key role in harmonizing processes, strengthening financial infrastructure, and supporting executive leadership with timely, accurate insights that drive decision‑making.
Key Responsibilities Financial Operations & Reporting
Oversee day‑to‑day accounting operations across all entities, ensuring accurate and timely month‑end and year‑end closes.
Produce consolidated financial statements and individual entity reporting packages.
Maintain the general ledger, chart of accounts, and accounting policies.
Prepare and present monthly financial dashboards, KPIs, and variance analyses for executive leadership.
Ensure compliance with GAAP and relevant financial regulations (FINRA/SEC considerations for wealth management).
Budgeting, Forecasting & Planning
Lead the annual budgeting process and rolling forecasts across all business lines.
Build financial models that support scenario planning, growth strategies, and long‑term planning.
Partner with the Finance Director and entity leaders to track financial performance against goals.
Treasury & Cash Management
Monitor cash flow across all entities, including intercompany activity.
Manage banking relationships, credit lines, and liquidity planning.
Recommend improvements to capital management and expense optimization.
Internal Controls & Process Optimization
Establish and maintain a strong internal control environment.
Build scalable processes to support multi‑entity accounting, including revenue allocation, expense sharing, and inter‑company transactions.
Implement best‑in‑class accounting technology and automation to improve accuracy and efficiency.
Ensure proper documentation, audit trails, and risk management practices.
Compliance & Support for Tax/Regulatory Needs
Coordinate with external tax advisors and auditors.
Ensure compliance with federal, state, and local filings for all entities.
Support regulatory reporting and documentation required for the wealth management business.
Payroll, AP, and AR Oversight
Oversee accounts payable, vendor management, reimbursements, and expense policies.
Support payroll processes, including commission structures, bonuses, advisor payouts, and multi‑entity allocations.
Ensure timely invoicing, collections, and revenue recognition.
Leadership & Cross‑Functional Support
Supervise and develop internal accounting staff as the department grows.
Work closely with Operations, People Ops, Tax, and Wealth Management leadership to align financial processes with business goals.
Report directly to the Finance Director and provide strategic financial guidance to the COO, CEO, and entity presidents.
Qualifications Required
Bachelor’s degree in Accounting, Finance, or related field.
CPA or CPA‑eligible strongly preferred.
5–10+ years progressive accounting/finance experience, ideally with multi‑entity or professional‑services environments.
Deep knowledge of GAAP and internal control frameworks.
Strong experience with accounting and reporting systems (QuickBooks, Numeric, Excel, etc.).
Proven leadership and ability to manage deadlines, prioritize tasks, and operate with precision in a fast‑paced environment.
Experience managing monthly close cycles and audit processes.
Preferred
Experience in wealth management, financial services, or tax/accounting firms.
Prior exposure to consolidation, intercompany accounting, and complex payroll structures.
Experience supporting or managing external audits or regulatory reviews.
Systems mindset with interest in automation, dashboards, and process redesign.
Key Competencies
High integrity and strong ethical standards.
Detail‑oriented with exceptional analytical skills.
Strategic thinker who can also execute tactically.
Strong communication skills with ability to present complex financial information clearly.
Collaborative partner comfortable working across multiple teams and entities.
Commitment to accuracy, accountability, and continuous improvement.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Seventy2 Capital is a separate entity from WFAFN.
PM-06052027-8651250.1.1
#J-18808-Ljbffr