Wealth Advisor
$95k - $145kJobot
This Jobot Job is hosted by: Marcie Cassano
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Salary: $95,000 - $145,000 per year
Annual Bonus potential
Medical, Dental, Vision
401k with matching
Generous PTO and Holiday schedule Job Details Job Details: We are currently seeking a dynamic and experienced Controller to join our growing team. This is an exciting opportunity for a seasoned professional with a background in financial reporting, audit, and consolidations. The successful candidate will be responsible for overseeing all aspects of our financial management across multiple locations, including corporate accounting, financial reporting, budget and forecasts preparation, as well as the development of internal control policies and procedures. Responsibilities: As a Regional Controller, you will: 1. Oversee all company accounts and investments.
2. Create monthly and annual reports to identify results, trends, and financial forecasts.
3. Manage cash flow by tracking transactions and regularly reviewing internal reports.
4. Supervise, track, and evaluate day-to-day activities.
5. Establish and maintain financial policies and procedures for the company.
6. Understand and adhere to financial regulations and legislation.
7. Coordinate and direct the preparation of the budget and financial forecasts and report variances.
8. Prepare and publish timely monthly financial statements.
9. Coordinate the preparation of regulatory reporting.
10. Research technical accounting issues for compliance.
11. Support month-end and year-end close process.
12. Ensure quality control over financial transactions and financial reporting.
13. Manage and comply with local, state, and federal government reporting requirements and tax filings.
14. Develop and document business processes and accounting policies to maintain and strengthen internal controls.
15. Additional controller duties as necessary. Qualifications: The ideal candidate will have: 1. 7+ years of overall combined accounting and finance experience.
2. Bachelors degree in Accounting, Finance, or Business.
2. CPA or CMA preferred.
4. Thorough knowledge of accounting principles and procedures.
5. Experience with creating consolidated financial statements.
6. Excellent accounting software user and administration skills.
7. Proven ability to manage multiple projects simultaneously.
8. Excellent interpersonal skills and a collaborative management style.
9. Strong problem solving and creative skills and the ability to exercise sound judgment and make decisions based on accurate and timely analyses.
10. High level of integrity and dependability with a strong sense of urgency and results-orientation. If you are an experienced Controller looking to make an impact within a dynamic team, we would love to hear from you. This role offers the opportunity to lead, innovate, and improve while making a meaningful contribution to our company’s success. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Vacancy posted 2 days ago
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