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)