Accounting Controller

This is an in-office role: Columbus, OH.

The Accounting and Operations Director will be a key member of the leadership team, overseeing all aspects of accounting, operations, and compliance for parent firm and its sister companies. This is a highly visible role with the opportunity to make a significant impact on the company's growth and success.

Requirements

• 10 years of experience in accounting, with at least 5 years in a management role
• Excellent leadership and communication skills
• Proven track record of success in accounting and operations management
• Strong understanding of GAAP and relevant regulations
• Skilled at budgeting
• Proven Project Manager
• Strong analytical and problem-solving skills
• Experience working in small to mid-sized business with direct access to executive team
• Ideal but not required: M&A experience and Financial Services experience
• Prior management experience is required, including the power to hire and fire

Roles and Responsibilities

This position oversees the Accounting and Operations team which consists of five team members. Three of which are accounting and two of which are in operations.

Accounting

• Oversee all aspects of accounting for Wealth Management firm and its sister companies, ensuring accuracy, timeliness, and compliance with relevant regulations
• Manage financial reporting, including preparation of monthly, quarterly, and annual financial statements, as well as internal management reports
• Develop and implement accounting policies and procedures, ensuring they are up-to-date and effective
• Oversee accounts payable and accounts receivable functions, ensuring timely payment of invoices and collection of receivables
• Manage cash flow and investments, ensuring adequate liquidity and optimal returns

Operations

• Manage the operations team, including facilities, proprietary custom-built CRM software, technology and IT help desk
• Oversee the development of operational policies and procedures, ensuring they are up-to-date and effective

Benefits

• Competitive salary and benefits package
• Opportunity to work in a fast-paced and growing company
• Make a difference in the lives of our clients
• 401K, Medical, Dental, Life & Vision Insurance