Controller

We are a leading compliance, operations, and business consulting firm serving independent registered investment advisers and wealth management firms across the country, based in South Boston.

About the role

We are hiring an experienced Controller to lead our accounting and finance operations.

Responsibilities

• Oversee and actively execute day-to-day accounting, finance, and billing operations
• Ensure integrity of financial reporting, internal controls, and core accounting processes
• Lead monthly close, financial reporting, and accounting functions
• Execute and continuously improve core financial operations, including billing, invoicing, payment processing, collections, cash management, accounts payable, payroll administration, contract administration, revenue recognition, and financial system maintenance
• Own day-to-day financial workflows supporting over 800 advisory firm clients
• Partner with leadership to enhance financial systems, reporting capabilities, and operational processes
• Support technology and payment platform initiatives
• Coordinate with external accounting and tax advisors
• Develop scalable processes and internal controls for continued growth

Requirements

• Bachelor's degree in accounting or finance; CPA preferred
• Minimum of 5 years of progressive accounting and finance experience, preferably in a Controller or similar leadership role
• Strong knowledge of U.S. GAAP, financial reporting, audit coordination, and internal controls
• Experience managing core accounting functions, including general ledger, monthly close, accounts payable, accounts receivable, billing, collections, and tax coordination

Pay

Salary: $125,000 – $150,000, plus bonus