Controller

SaaS corporation providing Wealth Management services to clients nation wide.

Endless growth potential.

• Yearly charitable allowance provided to donate to your choice charity.
• Substantial Profit Sharing
• 401K Match
• Comprehensive health benefits
• Hybrid work schedule (Monday & Friday WFH)

We are seeking a highly motivated and experienced Controller to join our dynamic team. The ideal candidate will have a strong background in finance, wealth management, and investments, as well as experience with SaaS, GAAP, NetSuite, ERP, and Salesforce. This is a full-time position with competitive salary and benefits.

Responsibilities:

• Manage all financial reporting, including monthly, quarterly, and annual statements
• Oversee the day-to-day accounting operations, including accounts payable, accounts receivable, and payroll
• Develop and implement financial policies and procedures
• Ensure compliance with GAAP and other regulatory requirements
• Work closely with the executive team to develop and execute strategic plans
• Provide financial analysis and recommendations to support decision-making
• Manage the annual budgeting process and monitor actual performance against budget
• Lead the audit process and work with external auditors
• Supervise and mentor accounting staff
• Perform other duties as assigned

Qualifications:

• CPA certification required
• Bachelor's degree in Business, Accounting, Finance, or related field
• 8+ years of experience in public accounting or corporate finance
• 3+ years' experience in a management position
• Strong knowledge of SaaS, NetSuite, ERP, and Salesforce
• Experience in wealth management and investments preferred
• Hands-on approach and ability to work independently
• Strong leadership and management skills
• Deadline-driven with excellent attention to detail
• Excellent written and verbal communication skills
• Ability to think strategically and provide innovative solutions

If you are a highly motivated and experienced finance professional with a proven track record of success, we encourage you to apply for this exciting opportunity. We offer a challenging and rewarding work environment, competitive salary and benefits, and opportunities for growth and advancement.