Financial Controller

The Financial Controller plays a crucial role at Allworth, overseeing the accounting and financial reporting 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 the Addison, TX office.

Responsibilities

Provide technical and operational leadership across accounting functions; Manage the accounting team of 9 associates, including hiring, training, and supporting associate development; Ensure accurate and timely monthly, quarterly, and annual accounting close processes and reporting in addition to adherence to all applicable accounting pronouncements; Lead the M&A diligence and integration process from an accounting perspective; Assist the team responsible for managing payroll and benefits; Implement and oversee financial systems, processes, and controls to safeguard company assets and ensure integrity of financial data; Ensure appropriate accounting for all broker dealer related business

Requirements

Certified Public Accountant (CPA) or similar qualification; 8+ years of managerial experience in accounting; In-depth knowledge of accounting principles; Strong leadership skills; Strong organizational skills; Strong communication skills

Nice to have

Experience in public company and private equity backed firm environments; Preferred industry experience in Wealth Management, Asset Management, Insurance, or Real Estate Investment

Benefits

Medical insurance (Blue Shield PPOs and HDHP with HSA; Kaiser HMO for California associates); Dental insurance with MetLife; Vision insurance with VSP; Optional supplemental benefits; Healthcare savings accounts with company contribution; Flexible spending accounts; Flexible working arrangements; Generous 401K contributions; Flexible paid time off policy for exempt associates; 11 Paid Holidays; Option to participate in the Equity Purchase Program; Future growth opportunities within the company