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Controller - Remote

Posted 1 week ago
Finance / Legal
Full Time
Worldwide
$218,000.00 - $238,000.00/year

Overview

The Controller will oversee all accounting operations at Wealth Enhancement Group, ensuring accurate financial reporting in compliance with GAAP and other regulatory requirements.

In Short

  • Oversee all accounting operations and ensure compliance with GAAP.
  • Drive accounting results and lead a team of 25+ members.
  • Coordinate monthly close timing and establish KPIs.
  • Oversee external financial audits and maintain relationships with auditors.
  • Develop and enforce accounting policies and procedures.
  • Ensure accuracy of regulatory reporting and internal controls.
  • Promote continuous improvement within the accounting department.
  • Manage M&A accounting processes and firm integration.
  • Provide professional development opportunities for the accounting team.
  • Participate in open compensation discussions with potential candidates.

Requirements

  • Bachelor of Science in Accounting required; MBA/CMA/CPA preferred.
  • 10+ years in a related role required.
  • Experience in a broker-dealer or financial services organization preferred.
  • Strong interpersonal and communication skills.
  • Proficient in Microsoft Office.
  • Experience coaching and developing accounting professionals.
  • Ability to manage sensitive information effectively.
  • Experience with financial audits and regulatory compliance.
  • Knowledge of GL systems, particularly Workday, preferred.
  • Strong analytical and problem-solving skills.

Benefits

  • Comprehensive health, dental, and vision coverage.
  • 401k with match and profit sharing.
  • 18 days of paid time off (PTO) accrued annually.
  • 12 paid holidays each year.
  • Tuition reimbursement and professional development opportunities.
  • Life and AD&D insurance options.
  • Wellness programs and resources.
  • Paid parental and caregiver leave.
  • Flexible Spending Accounts (FSA) for medical and other expenses.
  • Voluntary benefits including pet insurance.

W.E.G

Wealth Enhancement Group

Wealth Enhancement Group, LLC is an independent wealth management firm dedicated to enriching the lives of its clients through personalized financial planning. Established in 1997, the company employs innovative team-based processes, such as Roundtable and UniFi, to deliver unique financial plans and investment management services to over 61,000 households across more than 100 offices nationwide. With a commitment to raising the standard of wealth management, Wealth Enhancement Group combines specialized knowledge with attentive service to help clients craft their financial futures.

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