Experienced Financial Controller Needed for a Growing Business

Role Description

Confidence Wealth Management is seeking an experienced Financial Controller to take ownership of the firm’s financial operations and strengthen the financial discipline that supports our business. This role is for someone who is highly organized, accurate, discreet, and capable of managing financial processes in a direct, fast-moving, high-accountability environment.

The right person will not simply complete finance tasks — they will own the financial operating rhythm, identify risks before they become problems, improve systems, and help leadership make better decisions. Clean financial operations are part of the firm’s trust infrastructure, and the following areas must be handled with precision, confidentiality, and urgency:

• Payroll coordination, review, and oversight
• Contractor payment management
• Vendor payment administration
• Bank transfers and payment approval support
• Budget planning and forecasting
• Monthly, quarterly, and annual financial reporting
• Cash flow tracking, planning, and visibility
• Expense management, categorization, and reconciliation
• Accounts payable and accounts receivable oversight
• Vendor and contractor financial administration
• Financial controls and process improvements
• Tax documentation and compliance coordination support
• Preparation of financial summaries for leadership
• Identification of financial risks, inefficiencies, and areas for improvement
• Documentation of finance processes, controls, and recurring procedures

Qualifications

• Extensive experience as a Financial Controller, Finance Manager, Senior Accountant, or similar role
• Strong understanding of payroll, contractor payments, transfers, budgeting, forecasting, and financial reporting
• Experience managing or supporting remote teams, contractors, and international payments
• Strong knowledge of accounting principles, reconciliations, and financial controls
• Excellent attention to detail and accuracy
• Ability to work independently and take ownership of finance operations
• Strong Excel or Google Sheets skills
• Clear, direct, professional communication
• Strong judgment when handling sensitive financial information
• High level of confidentiality, integrity, and reliability
• Comfort working in a fast, results-first, high-accountability environment
• Experience with accounting and finance tools such as QuickBooks, Xero, Payoneer, NetSuite, Gusto, Deel, Wise, Bill.com, or similar platforms

Requirements

• Proactive, reliable, and comfortable working with sensitive financial information
• Detail-oriented without being slow
• Comfortable with direct communication
• Not just a bookkeeper; understands the broader financial picture

Benefits

• Opportunity to become deeply familiar with the business
• Help maintain strong financial discipline as the firm grows
• Long-term partnership potential