Controller

Founded in 2024, WealthPlus set out to build what the retirement industry has long needed — a modern, purpose-built recordkeeping platform that actually works the way TPAs, employers, and participants need it to. We've built from the ground up with true multi-tenant architecture, integrated payroll and custodial connections, and granular role-based access, creating a single source of truth across the entire defined contribution plan lifecycle — from 401(k) administration and contribution processing to participant management, fund lineups, and compliance reporting. No more fragmented workflows. No more workarounds. Just one transparent, unified platform that brings Third Party Administrators, service providers, employers, investment firms, and individual participants together — with the simplicity, flexibility, and clarity the retirement industry deserves. We're a startup redefining what recordkeeping looks like, and we're building the team that will take us there. If you're passionate about the future of retirement plan management and want your work to matter from day one, WealthPlus is where you want to be. About the Role As WealthPlus's first Controller, you'll be the cornerstone of our internal finance function. You'll work alongside our external finance consultants to build the accounting infrastructure, processes, and controls that will scale with us as we grow. This is a hands-on role — you'll own the books, drive month-end close, and ensure our financial operations are tight, accurate, and audit-ready. This is the kind of role where you won't be managing a team of ten or inheriting a fully built function — you'll be building it. If you thrive in a fast-moving startup environment, enjoy owning your work end-to-end, and want visibility at the leadership level from day one, this is your seat. Responsibilities Own the full accounting cycle — general ledger, month-end and year-end close, reconciliations, and financial reporting Partner with external finance consultants to align on accounting strategy, audit preparation, and compliance requirements Develop and maintain internal financial controls, policies, and procedures as the company scales Manage accounts payable, accounts receivable, and cash flow monitoring Prepare accurate and timely financial statements and management reports for leadership Support budgeting, forecasting, and variance analysis in collaboration with leadership Coordinate with external auditors and tax advisors for annual audits and tax filings Identify opportunities to improve financial processes, systems, and controls as the company grows Qualifications Bachelor's degree in Accounting, Finance, or related field 3–5 years of accounting or finance experience, with at least some exposure to a startup or high-growth environment CPA preferred Experience owning accounting operations independently — you've been the person responsible, not just a contributor Preferred: experience as a first or early finance hire at a startup, where you built processes from scratch Required Skills Full-cycle accounting and month-end close ownership Financial reporting and general ledger management Internal controls and compliance Accounts payable and receivable management Budgeting and forecasting support Proficiency with accounting software (QuickBooks & Bill.com) Strong attention to detail and ability to work independently in a fast-moving environment Preferred Skills Experience in fintech, SaaS, or financial services, particularly at a pre-launch startup Familiarity with working alongside external finance consultants or fractional CFOs Exposure to audit preparation and coordination with external auditors Experience building accounting processes and infrastructure at an early-stage company #J-18808-Ljbffr WealthPlus