Controller, Remote

About the role

My client located in Florida is in need of a Controller. This is a direct hire opportunity. Eligible candidates can live in Florida, Texas or Tennessee. Our client is a highly respected SEC-registered investment management firm specializing in long-term value investing. The organization has built a decades-long reputation through disciplined investing, operational excellence, and an unwavering commitment to integrity. This is a unique opportunity to join a collaborative, entrepreneurial environment where every employee plays a meaningful role in the success of the business.

Responsibilities

• Oversee all accounting, financial reporting, operational, and administrative functions for the firm
• Maintain general ledger, accounts payable, accounts receivable, expense allocations, management fee calculations, and financial reconciliations
• Monitor daily trading activity, allocations, and reconciliations
• Prepare monthly, quarterly, and annual financial reporting packages
• Develop budgeting, forecasting, and cash flow reporting as requested by leadership
• Coordinate with custodians, banks, auditors, tax advisors, compliance consultants, and other third-party service providers
• Lead preparation and coordination of SEC regulatory filings including Form ADV, Form PF, Form 13F, and other required disclosures
• Oversee investor reporting and performance reporting activities
• Manage payroll processing, vendor payments, insurance renewals, and business licensing requirements
• Coordinate annual tax filings and support external CPA relationships
• Oversee employee benefits administration, including retirement and healthcare programs
• Manage new