Financial Controller

Allworth Financial is a highly successful firm in the Wealth Management Industry, expanding quickly through a combination of M&A and organic growth. The firm has expanded more than 10x over the past 7 years, to over $250 million of revenue and over 600 associates.

The Financial Controller plays a crucial role at Allworth, overseeing the accounting, billing and payroll departments. Ensuring financial records, reports, and statements are accurate and compliant with laws and regulations.

This is a full-time, exempt hybrid position, reporting into our Addison, TX office.

Job Responsibilities:

• Leadership: Provide technical and operational leadership across accounting functions. Manage the accounting team of 10 associates, including hiring, training, and supporting associates develop to keep pace with firm growth
• Financial Reporting: Ensure accurate and timely monthly, quarterly, and annual accounting close processes and reporting 
• M&A Diligence and integration: Lead the process to ensure acquired businesses are reviewed and integrated optimally from an accounting perspective, ensuring that new and existing firm associates are supported throughout the transitions
• Billing and Variable Compensation: Manage the team responsible for billing clients on assets under management, and the associated advisor variable compensation processes
• Payroll and Benefits: Oversee the team responsible for managing payroll and benefits for the firm
• Systems and Controls: Implement and oversee financial systems, processes, and controls to safeguard company assets and ensure integrity of financial data 
• Broker Dealer: Ensure appropriate accounting for all broker dealer related business

Qualifications

• Certifications: Certified Public Accountant (CPA) or similar qualification. Series 27 or 28 preferred
• Experience: 8+ years of managerial experience in accounting, preferably in a combination of both public company and private equity backed firm environments. Preferred industries: Wealth Management, Asset Management, Insurance, Real Estate Investment
• Skills: In-depth knowledge of accounting principles, strong leadership and communication skills