Corporate Controller

Apollon Wealth Management is seeking a motivated Corporate Controller to join our team. The successful candidate will provide daily oversight of all financial operations, manage the accounting/finance team, and collaborate with key stakeholders to drive financial success for Apollon Holdings, LLC and all wholly owned subsidiaries.

Responsibilities:

• Oversee the preparation and analysis of monthly, quarterly, and annual financial statements in compliance with generally accepted accounting principles (GAAP)
• Ensure timely and accurate financial reporting for Apollon Holdings and its subsidiaries
• Maintain accounting teams’ tasks within project management tool Asana
• Track and record internal departmental KPI's and report on weekly team meeting
• Collaborate with firm leadership & departmental directors on creating efficiencies and strategizing on financial growth and expense control
• Track and analyze profitability by segments, including location, department, advisor and investment subsidiary
• Lead and manage a high-performing accounting & finance team, providing guidance and support, fostering a collaborative and results-oriented work environment
• Provide support to VP of Finance with the annual budget and quarterly projection process
• Review all partner distributions prepared by senior accountant
• Facilitate the internal (and any external) audit(s), ensuring compliance with regulatory requirements and address any findings/implement corrective actions as needed
• Develop, implement, and maintain robust internal controls to safeguard company assets and ensure financial integrity
• Work closely with tax professionals to ensure accurate and timely tax return preparation
• Oversee payroll tax compliance with support of revenue and compensation accountant
  
  

Minimum Education:

• Bachelor’s Degree in Accounting, Finance, Business or related field
  
  

Skills and Experience:

• CPA or related designation(s) preferred
• Proven experience as a Corporate Controller or in a similar financial leadership role
• Strong knowledge of GAAP, financial reporting, and internal controls
• Excellent leadership and team management skills.
• Exceptional analytical and problem-solving abilities
• Effective communication skills to interact with various stakeholders
• Intermediate or greater level in Excel
• Experience with a multi-entity ERP and other cloud-based accounting software is a plus
  
  

Firm Requirements:

• Must maintain confidentiality
• Ability to ensure compliance of firm’s policies and procedures
• Attention to detail with strong oral and written communication skills
• Ability to prioritize and multitask
• Strong interpersonal skills
• Strong organizational and documentation skills
• Creative, flexible, and persistent in completing tasks
• Strong initiative; ability to work independently
• Very experienced in MS Office Suite (Windows, Word, Excel, Email)
  
  

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