Financial Controller

Overview

Allworth Financial is seeking a Financial Controller to lead the accounting and financial operations, ensuring GAAP compliance, managing the month-end close, financial reporting, budgeting, and internal controls. This leadership role will supervise the accounting team and partner with executive leadership to support strategic decision making.

Responsibilities

• Lead the monthly close process, including journal entries, reconciliations, and preparation of financial statements.
• Oversee technical accounting, GAAP compliance, revenue recognition, and internal controls (SOX where applicable).
• Prepare and present financial reports to executive leadership and the board, including variance analysis and management commentary.
• Manage budgeting and forecasting processes, cash flow forecasting, and working capital management.
• Coordinate annual external audits and manage relationships with auditors.
• Supervise accounts payable/receivable and general ledger activities; ensure accuracy and timeliness.
• Maintain fixed assets, payroll accounting, tax compliance support, and regulatory reporting as needed.
• Lead process improvements and system enhancements (ERP) to optimize efficiency and accuracy.
• Develop and enforce accounting policies and internal controls; provide training to staff as needed.

Qualifications

• Bachelor's degree in Accounting or Finance; CPA required or strongly preferred.
• 7+ years of accounting experience; 3+ years in a leadership role; experience as a Controller or Finance Manager.
• Strong knowledge of GAAP, financial reporting, budgeting and forecasting, and internal controls.
• Experience with ERP systems (e.g., NetSuite, SAP) and advanced Microsoft Excel skills.
• Excellent analytical, communication, and leadership abilities; ability to work in a fast-paced environment.

Compensation and Benefits

Competitive salary commensurate with experience, plus benefits including health/dental/vision, retirement plan, paid time off, and opportunities for professional growth.