Controller

Position Summary

Founded in 2003 Ancora Holdings Group is a private wealth advisor and institutional asset manager focused on building distinctive investment strategies and robust wealth & risk management solutions that help our clients achieve more. The firms comprehensive service offering is complemented by a dedicated team that has the breadth of a global institution with the responsiveness and flexibility of a boutique firm.

We are seeking an experienced accounting leader to serve as Controller owning the firms accounting function across multiple legal entities and business lines. Reporting directly to the Chief Financial Officer the Controller leads the accounting team owns the monthly and quarterly close manages internal controls and audit execution and serves as a key partner to both firm leadership and Ancoras parent company.

This is a rare chance to step into a true controllership and own an accounting function end-to-end with direct visibility to the CFO and firm leadership. It is well-suited to an accounting professional ready to take the next step into broad ownership and to make a visible mark early through a major systems transformation.

This position requires you to be onsite no remote option.

Primary Responsibilities

• Own the monthly and quarterly close across the firms multiple legal entities and business lines including general ledger management journal entries accruals adjustments and account reconciliations.
• Lead develop and hold accountable the accounting team including two internal accountants and a dedicated offshore accounting team setting priorities reviewing work and ensuring deadlines are consistently met.
• Own the firms internal control environment and coordinate quarterly SOX control reporting and documentation.
• Partner closely with the broker-dealer subsidiarys Chief Compliance Officer and the outside FINOP on the entitys standalone audit serving as the accounting lead within that team compiling and managing audit sample requests and reviewing the financial statements and footnote language to ensure everything is sound from a GAAP perspective.
• Coordinate the firms 401(k) plan audit preparing schedules and interfacing with auditors in partnership with the CFO.
• Oversee the quarterly management-fee billing and receivables process partnering with and reviewing the work of the billing and operations team to ensure accurate timely invoicing and collections.
• Serve as a key liaison to Ancoras parent company on applicable tax preparation cash-flow management and consolidated financial statement support.
• Help lead the firms accounting systems transformation including the upcoming migration to Workday and continually identify opportunities to improve efficiency strengthen controls and reduce manual work across recurring accounting processes.
• Deliver accurate well-organized and timely financial data across all entities to support CFO and leadership reporting.
  
  Qualifications
  
  
• Bachelors degree in accounting finance or a related field; CPA strongly preferred.
• 8 years of progressive accounting experience with demonstrated ownership of close reporting and audit processes.
• Public accounting experience expected; prior external audit experience is a strong advantage given the roles audit support and GAAP review responsibilities.
• Direct people-management experience including the ability to lead and develop a distributed team.
• Experience in financial services wealth management RIA broker-dealer or asset management is a plus though not required; a strong generalist will get up to speed quickly.
• Demonstrated ability to manage breadth and complexity across multiple legal entities and business lines success in this role depends as much on organization process discipline and follow-through as on technical accounting expertise.
• Experience with accounting ERP systems (e.g. Acumatica Workday NetSuite or Sage Intacct); ERP implementation or system-conversion experience strongly preferred given the firms upcoming migration to Workday.
• Advanced Excel skills required; experience with Power BI or comparable BI/reporting tools a plus.
• Familiarity with billing expense and payables platforms (e.g. SS&C/Advent products Concur AvidXchange) a plus.
• Strong knowledge of GAAP internal controls and process documentation.
  
  

Base pay may vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package including but not limited to medical dental vision life insurance and 401(k). Please note that the job title is subject to change based on the selected candidates experience and education.

#LI-JS1

Ancora is part of the Focus Financial Partners network firm community. As part of the partnership Ancora remains independently operated but gains the support of a broader organization. Whether focused on growth enhancing capabilities or planning for the future being part of Focus means you are part of something larger while still working in an entrepreneurial firm-led environment.

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit follow the company onLinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact .

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