Controller

J2T Recruiting; Whitefish (MT); On-site; USD 120,000 - 140,000; Full time

Benefits offered by this job

3 weeks PTO

Floating holidays

Strong health benefits

Retirement plan options

Job summary

A prominent investment management firm in Whitefish is looking for a Controller to join its leadership team. This role involves overseeing all accounting functions, including managing QuickBooks and ensuring the accuracy of financial statements. Candidates should possess a Bachelor’s Degree in Accounting or Finance, with a CPA preferred and 8-10 years of relevant experience. The position offers stability and growth in a supportive team culture, with a focus on integrity and accuracy in financial management.

Qualifications

• 8-10 years of progressive accounting experience, preferably in public accounting.
• Ability to manage diverse responsibilities independently and effectively.

Responsibilities

• Own accounting operations including internal and external relationships.
• Manage QuickBooks activities and financial transactions.
• Prepare financial statements and tax filings.
• Oversee payroll and benefits administration.
• Build financial models for reporting and planning.
• Evaluate and improve accounting processes and controls.

Skills

Advanced Excel skills

QuickBooks experience

Detail-oriented

Strategic thinking

Independent organization

Education

Bachelor’s Degree in Accounting or Finance

CPA

Job description

Base pay range

$120,000.00/yr - $140,000.00/yr

I Help Montana & Great Plains Companies Find Local Talent That Lasts | Former Accounting & Finance Pro Turned Talent Advisor

What's Awesome About Our Client?

• Established, growth-oriented firm with a strong track record


• Collaborative team culture that values shared success over individual output


• Nationally recognized company


• Clear, accelerated pathway to ownership opportunities

Why this job – CONTROLLER:

A nationally ranked investment management firm in Whitefish is adding a Controller to its leadership team. This is a high-impact role where you’ll own the full accounting function, support strategic decision-making, and help guide the financial direction of a long-standing Montana success story. If you're looking for a long-term home with stability, growth, and a team that values accuracy and integrity, this is an excellent opportunity.

What You'll Actually Do:

• Own accounting operations including internal processes and external vendor relationships


• Manage all QuickBooks activity: management fee revenue, expenses, journal entries, credit cards, and month/year-end workflows


• Prepare accurate and timely financial statements, tax filings, and reporting packages


• Oversee payroll and benefits administration in partnership with outside accounting firm


• Build financial models and projections for benchmarking, national ranking submissions, and internal planning


• Coordinate employee benefits: onboarding, insurance renewals, 401(k) activities, and general employee support


• Evaluate and improve internal controls, accounting processes, and compliance practice


• Analyze trends and provide insights and recommendations to the Executive Team


• Support strategic and entrepreneurial initiatives across the firm to ensure long-term stability and growth

To Be Successful in This Role, You Will Need:

• Bachelor’s Degree in Accounting or Finance


• CPA highly preferred


• 8-10 years of progressive accounting experience – Public accounting preferred


• Independent, organized, detail-oriented, and able to prioritize and manage diverse responsibilities


• Advanced Excel skills, with experience in QuickBooks, required

Where and How Much:

• 100% in office – Whitefish


• 3 weeks PTO + Floating holidays | Strong health benefits | Retirement plan options

Seniority level

• Director

Employment type

• Full-time

Job function

• Accounting/Auditing, Finance, and Administrative

Industries

• Financial Services and Investment Management

Inferred from the description for this job

• Medical insurance


• Vision insurance


• 401(k)