Controller

Prevail Recruiting; Scottsdale (AZ); On-site; USD 120,000 - 170,000; Full time

Job summary

Prevail Recruiting is seeking a hands-on Controller for a growing wealth management firm in Scottsdale to lead the accounting function and partner with executive leadership.

The role focuses on owning financial statements, strengthening controls, and delivering insights to support growth and smarter decisions. You will work closely with the C-Suite on forecasting, budgeting, and variance analysis while coordinating audits and tax activities.

Qualifications

• Full-cycle accounting, financial reporting, and month-end close experience.
• Strong knowledge of GAAP, AP/AR, reconciliations and internal controls.
• Experience supporting external audits, tax filings, and CPA relationships.
• Strong financial analysis, budgeting, forecasting, and modeling skills.
• Advanced Excel skills and QuickBooks (or similar) accounting system.
• Ability to communicate effectively with executives and operations leaders.
• Wealth management or financial services experience preferred.
• Hands-on, detail-oriented but able to think strategically.

Responsibilities

• Oversee general ledger, journal entries, AP/AR, reconciliations, and month-end close.
• Prepare and analyze balance sheet, income statement, and cash-flow reporting.
• Ensure GAAP compliance and regulatory requirements.
• Serve as primary liaison with external CPA and audit firms for audits, tax filings, and quarterly reviews.
• Partner with the C-Suite on forecasting, budgeting, and variance analysis.
• Review advisor compensation calculations and payout reconciliations for accuracy.
• Maintain internal controls and accounting policies.
• Analyze financial data to identify trends, risks, and opportunities.
• Collaborate with operations on vendor contracts and financial projects.

Skills

Full-cycle accounting

GAAP compliance

Financial reporting

Audits & tax coordination

Budgeting & forecasting

Financial modeling

Advanced Excel

Communication with executives

Wealth management experience

Hands-on / strategic

Tools

QuickBooks

Job description

A growing, privately held wealth management firm is seeking a hands-on Controller to lead its accounting function and serve as a financial partner to executive leadership.

About the Role

This role will own the accuracy and integrity of the firm’s financials while strengthening processes, controls, reporting, and financial visibility as the organization continues to grow.

Responsibilities

• Oversee general ledger, journal entries, AP/AR, reconciliations, and month-end/year-end close.
• Prepare and analyze financial statements, including balance sheet, income statement, and cash-flow reporting.
• Ensure compliance with GAAP and applicable regulatory requirements.
• Serve as the primary liaison with external CPA and audit firms for annual audits, tax filings, and quarterly reviews.
• Partner with the C-Suite on financial modeling, forecasting, budgeting, and variance analysis.
• Review advisor compensation calculations and payout reconciliations for accuracy.
• Maintain and strengthen internal controls, accounting policies, and financial processes.
• Analyze financial data to identify trends, discrepancies, risks, and opportunities.
• Partner with operations on vendor contracts, financial projects, and initiatives impacting operational efficiency.

Qualifications

• Strong experience with full-cycle accounting, financial reporting, and month-end close.
• Solid knowledge of GAAP, AP/AR, reconciliations, and internal controls.
• Experience supporting external audits, tax preparation, and CPA relationships.
• Strong financial analysis, budgeting, forecasting, and modeling capabilities.
• Advanced Excel skills and experience with QuickBooks or a comparable accounting system.
• Ability to communicate effectively with executives and operational leaders.
• Wealth management, financial services, or professional-services experience preferred.
• A hands-on, detail-oriented approach with the ability to operate strategically.

This is an opportunity to take meaningful ownership of the accounting function within a growing organization. The Controller will work closely with senior leadership, improve financial processes and controls, and provide the insights needed to support smarter business decisions and continued growth.

Equal Opportunity Statement

We are committed to diversity and inclusivity.