Financial Controller

Financial Controller (Multi-Entity: Wealth Management, Insurance, & Hospitality)

Job Summary

We are seeking an organized, adaptive, and highly professional Financial Controller to manage the full-cycle accounting and daily bookkeeping for our diverse portfolio of businesses. This mid-level role is ideal for an accounting professional with 3–5 years of hands-on experience who thrives in a dynamic, multi-faceted environment.

In this role, you will oversee the financial records for three distinct entities: our wealth management practice, our insurance agency, and our local restaurant/bar. Additionally, you will serve as a direct operational liaison for our wealth management firm's sports clientele, interfacing directly with professional sports franchises to gather critical financial and payroll data. This position requires an independent problem-solver with absolute discretion, polish, and strict attention to confidentiality.

Key Wealth Management & Sports Client Responsibilities

• Franchise Liaison: Interface directly with professional sports franchises (front offices, payroll departments, and team logistics) to securely gather contracts, salary information, escrow data, and tax documents for athlete and coaching clients.
• Fee Billing Execution: Run recurring client advisory fee billing cycles and reconcile custodial asset statements.
• Advisor Payouts: Calculate and process advisor compensation splits, revenue shares, and payroll adjustments.
• Compliance Bookkeeping: Organize and maintain financial records to support SEC, FINRA, or state regulatory filing standards.

Key Insurance Entity Responsibilities

• Commission Reconciliation: Track, reconcile, and audit incoming carrier commission statements against policy management systems for accuracy.
• Producer Compensation: Calculate and process monthly agent/producer commission payouts and production bonuses.
• Direct & Agency Billing: Manage premium account reconciliations, ensuring proper allocation between direct bill receipts and agency bill accounts.

Key Hospitality Responsibilities

• Daily Reconciliation: Audit and reconcile daily Point of Sale ( POS ) sales reports, credit card deposits, cash drops, and safe balances.
• Inventory & COGS Tracking: Monitor weekly food and beverage invoices, tracking the Cost of Goods Sold ( COGS ) and volatile inventory margins.
• Tip & Payroll Administration: Oversee hospitality payroll processing, ensuring accurate tracking of hourly wages, tip pools, and credit card tip distributions.
• Accounts Payable: Process vendor invoices for food, beverage, and linen distributors while managing payment schedules.

Core Financial Duties

• General Ledger Maintenance: Maintain entirely separate bank accounts, general ledgers, and books for each of the three individual entities.
• Month-End Close: Execute month-end and year-end close procedures to generate accurate balance sheets and profit and loss ( P&L ) statements per entity.
• Audit-Ready Books: Keep all financial records, receipts, and bank reconciliations highly organized so they are ready to hand off cleanly to our external CPA.

Requirements & Qualifications

• Experience: 3–5 years of progressive, professional full-cycle accounting or bookkeeping experience.
• Education: Bachelor’s degree in Accounting, Finance, or a business-related field.
• Technical Skills: Strong proficiency with QuickBooks Online (or similar multi-entity platforms), Microsoft Excel, and modern POS platforms.
• Key Traits: Absolute discretion and confidentiality regarding high-profile client information. Exceptional communication skills for professional front-office interactions, and the ability to pivot seamlessly between different business structures.

Company Description Alcyon Wealth Partners is a boutique wealth management firm that provides exceptional client service and personalized investment advice, backed by more than 50 years of combined industry experience. The team works with a highly selective group of clients who are serious about planning for their financial futures. By intentionally limiting the number of client relationships, Alcyon Wealth Partners is able to deliver thorough, focused service and tailored guidance. The firm is dedicated to maintaining strong, long-term relationships with an exceptional clientele and consistently strives to serve clients at a very high standard.