Controller/Assistant Controller – Investment Management

Addison Group; Bethesda (MD); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Bonuses

Job summary

Addison Group in Bethesda, MD, is seeking a hands-on Controller to build and lead its internal accounting function. This newly created role will transition key accounting responsibilities from an outsourced provider and own day-to-day accounting across multiple entities.

Ideal candidate has a CPA and proven experience building an accounting function from scratch, with strong expertise in intercompany accounting, consolidations, and entity-level reporting within financial services.

Qualifications

• CPA credential.
• Experience building an accounting function from scratch.
• Strong understanding of entity-level financial reporting.
• Proficiency in intercompany accounting and consolidations.
• Proven ability to establish scalable accounting controls and processes.

Responsibilities

• Lead accounting and financial reporting across multiple legal entities and business lines.
• Transition outsourced accounting responsibilities to in-house, ensuring a smooth handoff.
• Own monthly and year-end close, journal entries, accruals, reconciliations, and financial statements.
• Establish formal close calendar with deadlines and clear responsibilities.
• Develop and maintain accounting policies, internal controls, and documentation.
• Improve chart of accounts and overall accounting infrastructure.
• Oversee payroll, revenue accounting, and related accruals; ensure compliance with controls.

Skills

CPA

Accounting systems

Intercompany accounting

Consolidations

Internal controls

Leadership

Education

Bachelor’s degree in Accounting, Finance, or related discipline

Job description

Location Bethesda MD

Schedule: On site 5x a week

Benefits & Bonuses: You are eligible for medical, dental, vision insurance benefits, 401K, and monetary bonuses

****Before applying, please carefully review the position overview and required qualifications to ensure your experience aligns with the role’s must-have requirements.

A growing financial services organization is seeking a hands-on Controller to build and lead its internal accounting function. This newly created position will transition key accounting responsibilities from an outsourced provider, establish scalable processes and controls, and assume ownership of the organization’s day-to-day accounting operations.

The ideal candidate has managed accounting across multiple legal entities and has experience developing an accounting infrastructure within a growing organization. Experience within investment management, asset management, wealth management, or a related financial services environment is strongly preferred.

Required Qualifications

• Bachelor’s degree in Accounting, Finance, or a related discipline
• CPA
• Experience building an accounting function from scratch
• Understanding of legal-entit y structure
• Consolidated financial statements
• Entity-level P&Ls and balance sheet
• Demonstrated ownership of accounting for multiple legal entitie s
• Strong experience with intercompany accounting, consolidations, and entity-level financial reporting
• Experience establishing or substantially improving accounting processes, controls, and reporting procedures

Key Responsibilities

• Lead accounting and financial reporting across multiple legal entities and business lines
• Proven experience inheriting an outsourced accounting environment and transitioning key responsibilities in-house
• Transition appropriate accounting responsibilities from an outsourced provider to an internally managed function
• Own the monthly and year-end close, including journal entries, accruals, prepaids, account reconciliations, and financial statement preparation
• Establish a formal close calendar with clear deadlines, responsibilities, and review procedures
• Develop and maintain accounting policies, internal controls, approval workflows, and financial documentation
• Evaluate and improve the chart of accounts and overall accounting infrastructure
• Manage revenue accounting, including advisory or management fees, accrued revenue, receivables, fee calculations, and revenue reconciliations
• Produce consolidated and entity-level income statements, balance sheets, and management reporting
• Establish financial controls surrounding payroll, commissions, bonuses, and related accruals
• Oversee payroll reconciliations, payroll journal entries, and payroll tax reconciliations
• Strengthen AP, AR, banking, cash-management, and segregation-of-duties controls
• Coordinate with external accounting, audit, and tax partners
• Support audit readiness, tax compliance, budgeting, forecasting, and executive decision-making
• Scale accounting processes as additional entities, products, and business lines are introduced

Preferred Qualifications

• CPA or advanced degree
• Experience within investment management, asset management, wealth management, an RIA, private equity, fintech, or broader financial services
• Experience transitioning accounting activities from an outsourced provider to an internal team
• Familiarity with management-fee, advisory-fee, or contractual revenue accounting
• Experience overseeing the accounting and control components of payroll and commission programs
• Experience selecting, implementing, or optimizing accounting systems

Why choose Addison Finance & Accounting?

• Benefits & Bonuses: You are eligible for medical, dental, vision insurance benefits, 401K, and monetary bonuses
• Permanent Employment: Many of Addison’s Finance & Accounting job openings lead to potential permanent employment
• Connections: You connect directly with hiring managers from renowned organizations
• Options: You are presented multiple employment options near your home
• Professional Development: You are provided hiring process advice, resume revision, and employment term negotiation

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.