Assistant Controller

About Us

Diversify is the future of wealth management. Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade resources, complemented by the personal attention and support that defines a true partnership.

We strive to cultivate a family-like culture, an institutional platform and an immersive experience that enables advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most importantly, protect and serve clients effectively.

Learn more about us at

About the Position:

This position plays a pivotal role on the accounting team, ensuring transactions are properly recorded in a complex, multi-entity environment. This includes revenue recognition, expense management, accounts receivable, accounts payable, cash management, and general ledger management. This is a fast-paced role that requires absolute attention to detail and critical thinking skills to evaluate and resolve unique transactions. This position offers significant opportunities for career development and growth within the company, as well as the chance to learn the wealth management industry. This is a full-time, in-office role stationed at our headquarters in Sandy, Utah.

Your Impact:

• Multi-Entity Environment: Ensure transactions are properly allocated to various entities within the organization.
• Revenue Cycle Management: Process and review revenue transactions using multiple technology platforms. Manage customer billing. Assist with semi-monthly and quarterly compensation payment calculations.
• General Ledger: Actively record, review, and reconcile transactions in Sage Intacct on a daily basis. Assist in leading the month-end close and adhere to established timelines.
• Internal Control Framework: Ensure compliance with established controls and assist in new control design as applicable.
• Financial Statement Review: Assist in producing and analyzing financial statement variances.
• Accounts Payable: Review AP transactions and maintain positive vendor relationships.
• Collaboration: Work closely with the finance leadership to support accounting projects, financial reporting, month end close, and other duties as assigned.

• Provide support for audits and other financial reviews as needed.

Who You Are:

• An entrepreneur at heart, possessing a continuous improvement mindset and never satisfied with the status quo.
• A caring leader - teaching, mentoring, inspiring, and motivating your team.
• 3 to 6 years of experience in an accounting related field. Bachelor's degree in accounting.
• A doer - you get things done fast, but obsess over the details, shunning mediocrity and achieving remarkability.
• Have demonstrated ability to distill complex or ambiguous information into clear debits and credits for general ledger posting.
• You value doing what is right; integrity never compromises.
• Your professional demeanor is exceptional, you overcommunicate and love to collaborative.

Your Toolkit:

• Strong computer and technical skills (living in Outlook, Zoom, Excel, and Sage Intacct on a daily basis).
• The ability to analyze data and ensure the accuracy of outputs.
• The ability to create and follow strong internal controls.
• The ability to work unsupervised and think through complex problems.
• Detail-oriented with an ownership mentality towards the quality of your work.
• Self-starter with excellent organizational skills and the ability to multitask effectively.

Benefits

• Core Benefits: Medical with HSA and FSA options, dental, and vision.
• Preparing for Your Future: 401(k) with a generous company match, access to a personal financial planner, and unique investment options.
• Great Team Culture: Team members consistently rave about having great colleagues.
• Time Off: We value family, giving back, making a positive impact in society, and creating time to enjoy life. You will enjoy 4 weeks paid time off, 12 paid holidays, and 2 days for giving back.

Join Us Now!

If you are ready to fast-track your career, make meaningful connections, and embark on a thrilling journey, apply now!

We demonstrate and act with complete and unconditional honesty and adhering to principles of sound ethics. After accepting an offer of employment, all candidates will go through a pre-employment background check, credit check, and pre-employment drug screen. Diversify is an Equal Opportunity Employer--M/F/D/V