Controller

About the role

As WealthPlus's first Controller, you'll be the cornerstone of our internal finance function. You'll work alongside our external finance consultants to build the accounting infrastructure, processes, and controls that will scale with us as we grow. This is a hands-on role — you'll own the books, drive month-end close, and ensure our financial operations are tight, accurate, and audit-ready.

Responsibilities

• Own the full accounting cycle — general ledger, month-end and year-end close, reconciliations, and financial reporting
• Partner with external finance consultants to align on accounting strategy, audit preparation, and compliance requirements
• Develop and maintain internal financial controls, policies, and procedures as the company scales
• Manage accounts payable, accounts receivable, and cash flow monitoring
• Prepare accurate and timely financial statements and management reports for leadership
• Support budgeting, forecasting, and variance analysis in collaboration with leadership
• Cook with accounts payable, accounts receivable, and cash flow monitoring
• Coordinate with external auditors and tax advisors for annual audits and tax filings
• Identify opportunities to improve financial processes, systems, and controls as the company grows

Requirements

• Bachelor's degree in Accounting, Finance, or related field
• 3–5 years of accounting or finance experience, with at least some exposure to a startup or high-growth environment
• CPA preferred

Skills, Knowledge and Expertise

• Experience owning accounting operations independently — you've been the person responsible, not just a contributor
• Preferred: experience as a first or early finance hire at a startup, where you built processes from scratch

Qualifications

• Required: Full-cycle accounting and month-end close ownership
• Required: Financial reporting and general ledger management
• Required: Internal controls and compliance
• Required: Accounts payable and receivable management
• Required: Budgeting and forecasting support
• Required: Proficiency with accounting software (QuickBooks & Bill.com)
• Required: Strong attention to detail and ability to work independently in a fast-moving environment

Benefits

• Competitive base salary: $130,000 - $170,000 commensurate with experience and geographic market
• Anual discretionary bonus and equity opportunities
• Comprehensive benefits package including medical, dental, vision, and paid time off