Controller — Growth Leader in Expanding Wealth Firm

Mission Wealth; Houston (TX); On-site; USD 180,000 - 220,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k)/Profit Sharing

Volunteer Time Off (VTO)

Family Medical Leave (FMLA)

Sabbaticals

Wellness benefits

Educational reimbursements

Job summary

Mission Wealth, a Barron’s Top 100 RIA, is seeking a growth-minded Controller to lead accounting operations, financial reporting, and internal controls as the firm scales nationally. The role reports to the Director of Finance and partners with senior leadership to design scalable financial infrastructure.

The ideal candidate has 6+ years of progressive accounting experience, a CPA, and deep GAAP knowledge, with wealth management or financial services experience preferred.

Qualifications

• Bachelor’s degree in Accounting, Finance, or 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

Skills

GAAP knowledge

Financial reporting

Internal controls

Leadership

Cross-functional partner

Project management

Communication skills

Analytical thinking

Education

Bachelor’s degree in Accounting

CPA designation

Tools

Cloud-based accounting platforms

CRM systems

Portfolio reporting platforms

Expense management systems

Job description

Mission Wealth, a Barron’s Top 100 RIA, is seeking a growth-minded Controller to lead accounting operations, financial reporting, and internal controls as the firm scales nationally. The role reports to the Director of Finance and partners with senior leadership to design scalable financial infrastructure.

The ideal candidate has 6+ years of progressive accounting experience, a CPA, and deep GAAP knowledge, with wealth management or financial services experience preferred.