Controller
Bethesda, MD, United States
Looking for a dynamic Controller opportunity? The Controller is a critical leadership role within our wealth management firm, responsible for overseeing the financial operations, reporting, and strategic financial planning. The Controller will ensure the accuracy and integrity of financial data, manage financial risks, and provide insightful financial analysis to support the firm’s growth and profitability. This role demands a detail-oriented, strategic thinker with strong leadership skills and a thorough understanding of the wealth management industry.
Responsibilities:
Oversee all accounting operations including Billing, A/R, A/P, GL, Cost Accounting, Inventory Accounting, and Revenue Recognition.
Coordinate and direct the preparation of the budget and financial forecasts, and report variances.
Prepare and publish timely monthly financial statements.
Regulatory Compliance:
Ensure compliance with local, state, and federal government reporting requirements and tax filings.
Coordinate the preparation of regulatory reporting.
Research technical accounting issues for compliance.
Internal Controls:
Develop and document business processes and accounting policies to maintain and strengthen internal controls.
Implement and monitor effective internal controls to safeguard assets and ensure accurate financial reporting.
Provide financial analysis and insights on business performance, including financial metrics, benchmarks, and risk assessments.
Assist the CFO in presenting financial reports to senior executives, stakeholders, and board members.
Manage and mentor the accounting team, fostering a culture of continuous improvement and professional development.
Evaluate the performance of team members and provide guidance and support for growth.
Strategic Planning:
Support strategic initiatives by providing financial planning, analysis, and modeling.
Participate in key decisions as a member of the executive management team.
Audit and Taxation:
Manage the coordination and preparation of external audit materials.
Liaise with external auditors and tax advisors to ensure effective planning and execution of audit and tax activities.
Qualifications:
Education: Bachelor’s degree in Accounting, Finance, or related field; CPA or CMA preferred.
Experience: Minimum of 7-10 years of progressive accounting experience, with at least 3-5 years in a senior financial management role; experience in the wealth management industry is highly preferred.
Technical Skills: Proficient in accounting software (e.g., QuickBooks, SAP), advanced MS Excel skills, and experience with financial reporting software.
Knowledge: Strong understanding of GAAP and other regulatory requirements.
Leadership: Demonstrated ability to lead and manage a team effectively.
Analytical Skills: Excellent analytical skills with a strong attention to detail.
Communication: Strong communication and interpersonal skills, with the ability to explain complex financial concepts to non-financial stakeholders.
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