Controller

Mission Wealth Management Lp

Los Angeles (CA)

On-site

USD 200,000 - 220,000

Full time

2 days ago

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Benefits offered by this job

Competitive salary

Team-based compensation plan

Equity pathway to partner

Medical/dental/vision benefits

401(k)/Profit Sharing

Volunteer Time Off (VTO)

Family Medical Leave (FMLA)

Sabbaticals

Wellness benefits

Educational reimbursements

Job summary

Mission Wealth is hiring a growth-oriented Controller to lead accounting operations, financial reporting, and internal controls for a growing national wealth management firm. You will oversee monthly closes, cash management, and interactions with external auditors and partners, shaping a scalable financial infrastructure.

The ideal candidate holds a CPA, has 6+ years of relevant experience in wealth management or financial services, and will partner with senior leadership to drive process

Qualifications

Bachelor’s degree in Accounting; CPA required
6+ years of progressive accounting experience, preferably in wealth management/financial services
Strong understanding of GAAP, financial reporting, and accounting controls
Experience managing monthly close processes and preparing financial statements
Experience with cash flow management and treasury operations
Experience working with external auditors, tax advisors, and financial partners
Familiarity with cloud-based accounting platforms, CRM systems, portfolio reporting platforms, and expense management systems
Strong project management and organizational skills
Exceptional communication skills and ability to partner with internal teams and senior leadership
Highly analytical with strong attention to detail and problem-solving abilities

Responsibilities

Ensure accurate and timely monthly, quarterly, and annual financial reporting and GAAP compliance
Prepare and support financial reporting packages for private equity partners, senior leadership, and lenders
Own and manage the monthly close process, including general ledger management and reconciliations
Oversee core accounting operations including accounts payable and expense management
Serve as liaison between Mission Wealth and external accounting, tax, audit, and capital partners
Maintain capital and equity-related records including equity administration through Carta
Develop and maintain internal controls and audit documentation for a growing PE-backed firm
Manage treasury operations with disciplined cash management and liquidity
Support bonus programs, equity administration, and planning
Lead cross-functional finance initiatives and scalable accounting infrastructure
Identify opportunities to improve processes and reporting efficiency

Skills

GAAP

Financial reporting

Monthly close

Internal controls

Leadership

Communication

Analytical

Treasury operations

External audit liaison

Cloud accounting

CRM systems

Portfolio reporting

Expense management

Project management

Education

Bachelor’s degree in Accounting

CPA designation required

Tools

Carta

CRM systems

Portfolio reporting

Expense management

Cloud accounting

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Controller

Finance Full Time Houston, TX, US

3 days ago Requisition ID: 1182

Salary: $220,000.00 Annually

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Controller to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go!

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.

The Controller will play a critical leadership role in managing and strengthening Mission Wealth’s accounting function as the firm continues its national growth. This role will oversee accounting operations, financial reporting, internal controls, and the monthly close process, reporting to the Director of Finance and senior leadership to ensure a scalable and disciplined financial infrastructure.

Mission Wealth has grown rapidly, and our finance platform is entering a new phase of maturity. The Controller will help modernize our accounting processes, build scalable systems, and support the financial rigor expected of a growing private equity–backed firm. This is not a maintenance role. It is an opportunity to lead and help design the financial infrastructure of a growing national wealth management firm.

The Ideal Candidate

The ideal candidate will have a bachelor’s degree in accounting, 6+ years of progressive accounting experience, and a CPA designation is required. Experience within wealth management, financial services, or professional services environments is strongly preferred.

We are looking for someone with deep knowledge of GAAP, financial reporting, and internal controls, strong leadership capabilities, and the ability to partner effectively with finance leadership and cross-functional teams.

Key Skills and Requirements

Bachelor’s degree in Accounting, Finance, or a related field; CPA required
6+ years of progressive accounting experience, preferably in wealth management, financial services, or professional services
Strong understanding of GAAP, financial reporting, and accounting controls
Experience managing monthly close processes and preparing financial statements
Experience with cash flow management and treasury operations
Experience working with external auditors, tax advisors, and financial partners
Familiarity with cloud-based accounting platforms, CRM systems, portfolio reporting platforms, and expense management systems
Strong project management and organizational skills
Exceptional communication skills and the ability to partner with internal teams and senior leadership
Highly analytical with strong attention to detail and problem-solving abilities

Responsibilities

Ensure accurate and timely monthly, quarterly, and annual financial reporting and compliance with GAAP
Prepare and support financial reporting packages for private equity partners, senior leadership, and lenders, ensuring accurate and timely insights into firm performance, capital structure, and operational metrics
Own and manage the monthly close process, including general ledger management, reconciliations, and preparation of financial statements
Oversee core accounting operations including accounts payable, expense management, corporate card activity, and related systems
Serve as the primary liaison between Mission Wealth and external accounting, tax, audit, and capital partners
Maintain capital and equity-related records, including equity administration through Carta and associated financial reporting requirements
Develop and maintain internal controls, financial governance processes, and audit documentation appropriate for a growing private equity–backed organization
Manage the firm’s treasury operations, ensuring disciplined cash management and appropriate liquidity levels
Maintain financial schedules supporting bonus programs, equity administration, and organizational planning
Lead cross-functional finance initiatives and support the continued build-out of a modern, scalable accounting infrastructure
Identify and implement opportunities to improve accounting processes, financial controls, and reporting efficiency

You may be the perfect candidate if you:

Thrive in a growing, entrepreneurial environment where processes are still being built, refined, and scaled
Enjoy rolling up your sleeves and jumping in where needed, while also thinking strategically about how to improve the function long-term
Are energized by creating structure, improving controls, and building repeatable processes in a fast-growing business
Have a strong ownership mindset and take pride in driving projects to completion with limited handholding
Are comfortable working closely with senior leadership, external partners, and cross-functional teams
Can balance technical accounting rigor with practical business judgment
Communicate clearly, proactively, and professionally, especially when priorities are shifting
Want to be part of a collaborative, mission-driven firm where giving back, growth, and excellence are core to the culture

Job Type: Full-time, salaried non-exempt
Location: In-office at one of our offices in Santa Barbara, CA; Houston, TX, San Francisco, CA, Walnut Creek, CA, Westwood, CA; or Scottsdale, AZ

Salary: $200,000, plus $20,000 annual bonus paid in quarterly increments

Mission Wealth offers