Controller

Controller Position Summary We are seeking an experienced Controller to lead the accounting and financial reporting functions of a growing organization. This leadership role is responsible for overseeing accounting operations, financial reporting, client billing processes, internal controls, and team development while ensuring compliance with accounting standards and regulatory requirements. The ideal candidate is a strategic accounting leader with strong technical expertise, experience managing accounting teams, and the ability to partner cross-functionally to improve financial processes, operational efficiency, and business performance. Key Responsibilities Financial Reporting & Accounting Lead the month-end, quarter-end, and year-end close processes, ensuring timely and accurate financial reporting. Oversee the preparation of journal entries, general ledger maintenance, account reconciliations, and financial statement analysis. Manage revenue and expense recognition, accruals, reserves, and intercompany transactions. Prepare and review financial reports, including balance sheets, income statements, cash flow statements, and management reporting packages. Ensure compliance with U.S. GAAP and applicable financial reporting standards. Support internal and external audits by preparing documentation and coordinating audit activities. Billing & Revenue Operations Oversee client billing operations, ensuring accurate fee calculations, billing schedules, invoicing, and revenue recognition. Review billing processes and resolve billing discrepancies in collaboration with internal stakeholders. Maintain effective billing controls, documentation, and audit trails. Identify opportunities to automate and improve billing and revenue management processes. Monitor revenue reporting and ensure financial accuracy across billing operations. Leadership & Team Development Build, lead, and mentor a high-performing accounting team. Establish clear performance expectations, responsibilities, and professional development plans. Foster a culture of accountability, collaboration, continuous improvement, and operational excellence. Manage departmental workload, priorities, and resource allocation to ensure timely deliverables. Support succession planning and ongoing staff development. Cross-Functional Collaboration Partner with executive leadership and cross-functional teams to support strategic business initiatives. Provide financial guidance and reporting to operational leaders and business stakeholders. Collaborate with finance, operations, legal, technology, human resources, and other departments to improve business processes. Lead or participate in special projects and organizational initiatives. Develop and maintain accounting policies, procedures, and process documentation to support scalability and operational consistency. Compliance & Internal Controls Maintain strong internal controls and financial governance processes. Ensure compliance with accounting standards, regulatory requirements, and company policies. Monitor financial risks and recommend improvements to strengthen financial controls. Support audit readiness through accurate documentation and well-maintained accounting records. Qualifications Required Bachelor’s degree in Accounting, Finance, or a related field. Minimum of 7 years of progressive accounting or finance experience. At least 3 years of leadership experience managing accounting or finance teams. Strong knowledge of U.S. GAAP, financial reporting, and accounting operations. Experience overseeing month-end close, financial reporting, and general ledger accounting. Experience managing client billing, revenue operations, or financial transaction processes. Advanced Microsoft Excel skills and proficiency with accounting or ERP systems. Strong analytical, organizational, and problem-solving abilities. Excellent written and verbal communication skills with the ability to present financial information to technical and non-technical audiences. Ability to manage multiple priorities in a fast-paced environment while maintaining a high level of accuracy and integrity. Preferred Certified Public Accountant (CPA) designation. Experience within wealth management, financial services, banking, professional services, or a related industry. Experience with enterprise accounting, financial reporting, or billing platforms. Experience leading process improvement, automation, or financial system implementation initiatives. #J-18808-Ljbffr Frederick Fox