Controller
Financial Services
Denver CO (DTC)
$110K - $130K Base Salary Full Benefits Package (Incl. 4 Wks. PTO 401k 3% Match etc.)
Navigator Recruiting client is a fast-growing 100-employee financial services company with $1B AUM and multiple entities and offices in several states. Established in 1980 the firm has long-valued educating clients in ways to preserve and build their wealth. The company itself has grown by 37% over the last three years and plans to continue growing. For this reason the firm is seeking to hire a Controller a newly created role to help lead the growing finance operations report to the CFO and be a part of the Accounting team - who include the CFO (a CPA/MBA) and two Accountants - all in the DTC office. This position reports plays a key role in ensuring accurate financial reporting strong internal controls and strategic business insight to support company growth.
The full benefits package includes100% employer-paid health dental and vision insurance 4 weeks paid time off (PTO) 10 company holidays 401(k) plan with a generous 3% employer match AD&D life insurance LTD STD HSA Flexible Savings Account commuter/transit costs employee assistance and pet insurance/wellness and ongoing professional development certification and licensing support and continuing education opportunities.
This is afull-time in-office positionbased in our Denver Tech Center (DTC) office. Hours are typically Monday - Friday from 8:00 am - 5:00 pm with some overtime possible at busier times.
NOTE:Only people who are currently living in Denver will be considered for this role.
Responsibilities:
- Oversee daily accounting operations including Accounts Payable (AP) Accounts Receivable (AR) and month-end close.
- Manage and mentor the Senior Accountant and Staff Accountant.
- Prepare and review financial statements balance sheets and cash flow reports for internal and external stakeholders.
- Manage the companys cash position including daily cash reporting and a rolling 13-week forecast.
- Support annual budgeting forecasting and monthly variance analysis in partnership with department leaders.
- Maintain and improve internal controls accounting policies and compliance procedures.
- Partner with auditors and tax professionals to ensure accurate and timely filings.
- Lead process improvements automation projects and system upgrades to enhance efficiency.
- Provide financial insights and recommendations to support executive decision-making.
Requirements:
- Bachelors degree in Accounting required; Advanced degree and/or CPA is preferred but not required.
- 7 years of progressive accounting experience (somefinancial services / advisory/ wealth management industry experience is helpful).
- 3 years management and leadership experience.
- Strong understanding of GAAP financial reporting and internal controls.
- Highly analytical organized and collaborative with strong communication skills.
- Financial analytics and strategic decision-making experience.
- QB Desktop experience.
- MS Excel mastery level experience.
- Multi-entity accounting experience andmergers and acquisitions (M&A) experience are both helpful.
- HR payroll and benefit administration experience (using ADP for example) and Fathom software experiencearehelpful.
- Some excited to work from work andto be a part of a collaborative and high energy business.
ControllerFinancial ServicesDenver CO (DTC)$110K - $130K Base Salary Full Benefits Package (Incl. 4 Wks. PTO 401k 3% Match etc.)Navigator Recruiting client is a fast-growing 100-employee financial services company with $1B AUM and multiple entities and offices in several states. Established in 198...
Controller
Financial Services
Denver CO (DTC)
$110K - $130K Base Salary Full Benefits Package (Incl. 4 Wks. PTO 401k 3% Match etc.)
Navigator Recruiting client is a fast-growing 100-employee financial services company with $1B AUM and multiple entities and offices in several states. Established in 1980 the firm has long-valued educating clients in ways to preserve and build their wealth. The company itself has grown by 37% over the last three years and plans to continue growing. For this reason the firm is seeking to hire a Controller a newly created role to help lead the growing finance operations report to the CFO and be a part of the Accounting team - who include the CFO (a CPA/MBA) and two Accountants - all in the DTC office. This position reports plays a key role in ensuring accurate financial reporting strong internal controls and strategic business insight to support company growth.
The full benefits package includes100% employer-paid health dental and vision insurance 4 weeks paid time off (PTO) 10 company holidays 401(k) plan with a generous 3% employer match AD&D life insurance LTD STD HSA Flexible Savings Account commuter/transit costs employee assistance and pet insurance/wellness and ongoing professional development certification and licensing support and continuing education opportunities.
This is afull-time in-office positionbased in our Denver Tech Center (DTC) office. Hours are typically Monday - Friday from 8:00 am - 5:00 pm with some overtime possible at busier times.
NOTE:Only people who are currently living in Denver will be considered for this role.
Responsibilities:
- Oversee daily accounting operations including Accounts Payable (AP) Accounts Receivable (AR) and month-end close.
- Manage and mentor the Senior Accountant and Staff Accountant.
- Prepare and review financial statements balance sheets and cash flow reports for internal and external stakeholders.
- Manage the companys cash position including daily cash reporting and a rolling 13-week forecast.
- Support annual budgeting forecasting and monthly variance analysis in partnership with department leaders.
- Maintain and improve internal controls accounting policies and compliance procedures.
- Partner with auditors and tax professionals to ensure accurate and timely filings.
- Lead process improvements automation projects and system upgrades to enhance efficiency.
- Provide financial insights and recommendations to support executive decision-making.
Requirements:
- Bachelors degree in Accounting required; Advanced degree and/or CPA is preferred but not required.
- 7 years of progressive accounting experience (somefinancial services / advisory/ wealth management industry experience is helpful).
- 3 years management and leadership experience.
- Strong understanding of GAAP financial reporting and internal controls.
- Highly analytical organized and collaborative with strong communication skills.
- Financial analytics and strategic decision-making experience.
- QB Desktop experience.
- MS Excel mastery level experience.
- Multi-entity accounting experience andmergers and acquisitions (M&A) experience are both helpful.
- HR payroll and benefit administration experience (using ADP for example) and Fathom software experiencearehelpful.
- Some excited to work from work andto be a part of a collaborative and high energy business.
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