Controller

Accredited Investors Wealth Management is seeking a full-time Controller to help lead and evolve the firm’s internal accounting and financial reporting function. This role is ideal for a growth-minded finance professional who is ready to step into a leadership role and help build out the internal finance function in a fast-paced, high-expectation environment. There is meaningful opportunity for future growth into senior and executive-level leadership roles as the firm continues to grow.

This role is designed as a hands-on leadership position, balancing strategic ownership of the firm’s accounting function with active involvement in day-to-day execution.

Who We Are

We are a high-performing group of over 60 team members who are passionate about delivering exceptional service for our clients and being a sought-after place to work. Founded in 1987, Accredited is focused on delivering industry leading wealth management services to approximately 600 families, providing an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives. Fiercely independent and 100% owned by a group of actively engaged employee shareholders, Accredited manages approximately $4.4 billion of investment assets as of 12/31/2025.

Who You Will Work With

Reporting directly to the Managing Partner, the Controller works closely with the Executive Committee, Operations, HR, internal advisors, the firm’s shareholders, and a variety of external partners including CPAs and banks. This role will also supervise the firm’s bookkeeping functions (which could be internal or external) and plays a visible role in firm-wide financial accountability.

Primary Responsibilities

Accounting & Financial Oversight

• Lead and actively contribute to the firm’s full accounting function, including AP, AR, payroll, and general ledger
• Own the monthly AR process end-to-end, including hands-on involvement in client fee calculations, invoicing, and collaboration with advisory teams
• Manage month-end and year-end close processes with a consistent and reliable reporting cadence
• Ensure accurate financial statements and fully reconciled books
• Design, implement, and maintain internal controls and accounting policies
• Oversee payroll processes, including compensation changes in coordination with HR
• Develop and supervise internal and/or external bookkeeping resources
• Serve as a primary liaison with CPAs, auditors, and banking partners

Reporting, Planning, & Financial Insight

• Prepare budgets, forecasts, and variance analyses
• Deliver clear, timely financial reporting and insights to leadership
• Provide visibility into cash flow, working capital, and overall firm performance
• Identify financial risks, inefficiencies, and opportunities for improvement
• Maintain organized, audit-ready financial documentation

Shareholder & Banking Relationships

• Support the firm’s shareholder financing program in coordination with banks and internal stakeholders
• Manage loan tracking, debt payments, and related financial records
• Prepare and deliver quarterly updates to shareholders regarding financing activity
• Support quarterly distributions and the annual stock sale process
• Serve as a resource to shareholders in understanding the financial aspects of ownership

What Success Looks Like

• Consistent, timely month-end close and reporting, driven by strong ownership and attention to detail
• High confidence in financial accuracy and controls, supported by sound judgment and disciplined processes
• Clear, actionable financial insights that help leadership make informed decisions, communicated in a straightforward and accessible way
• Well-managed and transparent shareholder financing processes, with proactive communication and follow-through
• Increasing influence across the firm through accountability, initiative, and a focus on continuous improvement

What You Offer

• Bachelor’s degree in Accounting, Finance, or related field
• 5-10 years of progressive accounting experience, 3+ years of experience in a Controller role is required
• Strong understanding of financial reporting, internal controls, and accounting operations
• A willingness to operate in a player-coach capacity, combining strategic thinking with hands-on execution in a high-accountability environment
• Experience in financial services, wealth management, or professional services environments preferred
• Strong analytical skills, attention to detail, and commitment to accuracy
• Clear and effective communication skills, with the ability to translate financial information for non-financial stakeholders
• Demonstrated ownership, accountability, and ability to operate independently in a high-expectation environment
• Interest in building and improving processes, not just maintaining them

What We Offer

Accredited Investors Wealth Management offers a competitive compensation and comprehensive benefits package designed to support employees professionally and personally.

Our core benefits include medical, dental, vision, disability, and life insurance, along with a 401(k)-plan featuring generous employer contributions and match. We also offer enhanced benefits including pet insurance; adoption and fertility assistance; financial support for professional development and certifications; personal financial and investment planning services; charitable match; and a marketplace-leading time-off allowance, including paid parental and grandparental leave, and paid volunteer time.

Employees enjoy a recently renovated, sustainably focused, beautifully appointed workplace with thoughtfully designed collaboration spaces, a fitness center, pickleball courts, outdoor patio, state-of-the-art technology, electric vehicle charging stations, and amenities that enhance our work environment.

Accredited is committed to promoting diversity and inclusion in our hiring process and is proud to be an equal opportunity employer. We welcome qualified applicants without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity or expression), national origin, genetics, disability, age, veteran status, and any other characteristic protected by federal, state, or local laws.

Salary Range: $130,000 to $150,000, based on experience, skills, and qualifications.

*Additional Compensation: Firm-Wide Profit Sharing*

In addition to base salary, this role is eligible for annual firm-wide profit sharing if the firm meets certain growth and profitability metrics.

Eligibility begins after one year of employment and is calculated as a percentage of an employee’s eligible base salary earnings paid by the firm during the calendar year. The maximum profit-sharing payout is up to 7.5% of eligible earnings through five years of service, increasing to up to 15% thereafter. Profit sharing is paid annually and is separate from base compensation.

Candidates applying from outside the Minneapolis area should have existing plans or a clear ability to relocate independently, as relocation assistance is not provided for this role.

For more information about our firm, please visit our website at Please direct all questions to ***email_hidden***.