Controller

Base pay range $120,000.00/yr - $140,000.00/yr I Help Montana & Great Plains Companies Find Local Talent That Lasts | Former Accounting & Finance Pro Turned Talent Advisor What's Awesome About Our Client? Established, growth-oriented firm with a strong track record Collaborative team culture that values shared success over individual output Nationally recognized company Clear, accelerated pathway to ownership opportunities Why this job – CONTROLLER: A nationally ranked investment management firm in Whitefish is adding a Controller to its leadership team. This is a high-impact role where you’ll own the full accounting function, support strategic decision-making, and help guide the financial direction of a long-standing Montana success story. If you're looking for a long-term home with stability, growth, and a team that values accuracy and integrity, this is an excellent opportunity. What You'll Actually Do: Own accounting operations including internal processes and external vendor relationships Manage all QuickBooks activity: management fee revenue, expenses, journal entries, credit cards, and month/year-end workflows Prepare accurate and timely financial statements, tax filings, and reporting packages Oversee payroll and benefits administration in partnership with outside accounting firm Build financial models and projections for benchmarking, national ranking submissions, and internal planning Coordinate employee benefits: onboarding, insurance renewals, 401(k) activities, and general employee support Evaluate and improve internal controls, accounting processes, and compliance practice Analyze trends and provide insights and recommendations to the Executive Team Support strategic and entrepreneurial initiatives across the firm to ensure long-term stability and growth To Be Successful in This Role, You Will Need: Bachelor’s Degree in Accounting or Finance CPA highly preferred 8-10 years of progressive accounting experience – Public accounting preferred Independent, organized, detail-oriented, and able to prioritize and manage diverse responsibilities Advanced Excel skills, with experience in QuickBooks, required Where and How Much: 100% in office – Whitefish 3 weeks PTO + Floating holidays | Strong health benefits | Retirement plan options Seniority level Director Employment type Full-time Job function Accounting/Auditing, Finance, and Administrative Industries Financial Services and Investment Management Inferred from the description for this job Medical insurance Vision insurance 401(k) #J-18808-Ljbffr