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Corporate Controller

Apollon Wealth Management, LLC

Charleston (SC)

On-site

USD 72,000 - 145,000

Full time

2 days ago
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Job summary

Apollon Wealth Management, LLC is looking for a Corporate Controller to oversee financial operations and ensure compliance with GAAP. This leadership position requires strong financial acumen, proven experience in managing financial teams, and the capability to drive financial success across subsidiaries. Ideal candidates will have a Bachelor's degree in Accounting or Finance, CPA certification, and relevant industry experience.

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field is required.
  • CPA designation is preferred.
  • Proven experience as a Corporate Controller or similar leadership role.

Responsibilities

  • Oversee preparation and analysis of financial statements in compliance with GAAP.
  • Lead and manage the accounting and finance team.
  • Collaborate with leadership on financial strategies and efficiencies.

Skills

Financial Reporting
Leadership
Analytical Skills
Communication
Problem Solving
Attention to Detail
Organizational Skills

Education

Bachelor’s Degree in Accounting, Finance, Business or related field
CPA or related designation

Tools

Asana
ERP Systems
MS Office Suite

Job description

1 week ago Be among the first 25 applicants

Reports to: SVP of Finance

Apollon Wealth Management is seeking a motivated Corporate Controller to join our team. The successful candidate will provide daily oversight of all financial operations, manage the accounting/finance team, and collaborate with key stakeholders to drive financial success for Apollon Holdings, LLC and all wholly owned subsidiaries.

Responsibilities

  • Oversee the preparation and analysis of monthly, quarterly, and annual financial statements in compliance with generally accepted accounting principles (GAAP)
  • Ensure timely and accurate financial reporting for Apollon Holdings and its subsidiaries
  • Maintain accounting teams’ tasks within project management tool Asana
  • Track and record internal departmental KPI's and report on weekly team meeting
  • Collaborate with firm leadership & departmental directors on creating efficiencies and strategizing on financial growth and expense control
  • Track and analyze profitability by segments, including location, department, advisor and investment subsidiary
  • Lead and manage a high-performing accounting & finance team, providing guidance and support, fostering a collaborative and results-oriented work environment
  • Provide support to VP of Finance with the annual budget and quarterly projection process
  • Review all partner distributions prepared by senior accountant
  • Facilitate the internal (and any external) audit(s), ensuring compliance with regulatory requirements and address any findings/implement corrective actions as needed
  • Develop, implement, and maintain robust internal controls to safeguard company assets and ensure financial integrity
  • Work closely with tax professionals to ensure accurate and timely tax return preparation
  • Oversee payroll tax compliance with support of revenue and compensation accountant

Minimum Education

  • Bachelor’s Degree in Accounting, Finance, Business or related field

Skills And Experience

  • CPA or related designation(s) preferred
  • Proven experience as a Corporate Controller or in a similar financial leadership role
  • Strong knowledge of GAAP, financial reporting, and internal controls
  • Excellent leadership and team management skills.
  • Exceptional analytical and problem-solving abilities
  • Effective communication skills to interact with various stakeholders
  • Intermediate or greater level in Excel
  • Experience with a multi-entity ERP and other cloud-based accounting software is a plus

Firm Requirements

  • Must maintain confidentiality
  • Ability to ensure compliance of firm’s policies and procedures
  • Attention to detail with strong oral and written communication skills
  • Ability to prioritize and multitask
  • Strong interpersonal skills
  • Strong organizational and documentation skills
  • Creative, flexible, and persistent in completing tasks
  • Strong initiative; ability to work independently
  • Very experienced in MS Office Suite (Windows, Word, Excel, Email)

Powered by JazzHR

Seniority level
  • Seniority level
    Director
Employment type
  • Employment type
    Full-time
Job function
  • Job function
    Accounting/Auditing and Finance

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