Finance, Controller

Webull Financial; New York (NY); On-site; USD 150,000 - 185,000; Full time

Benefits offered by this job

Comprehensive health coverage

401(k) match

Paid time off & parital parental leave

Tuition reimbursement

Job summary

Webull Financial in New York, NY seeks a seasoned Controller to lead broker-dealer accounting and the close process across multiple entities. The role drives monthly, quarterly, and annual reporting in compliance with U.S. GAAP, guiding internal controls and working with auditors.

Ideal candidate has 8–12+ years in broker-dealer accounting, a CPA license, and a strong record mentoring staff. The position is based at the New York office and offers a competitive base, bonus potential, and full

Qualifications

• 8–12+ years of broker-dealer accounting experience.
• Bachelor's degree (or higher) in Accounting or Finance.
• CPA license required.
• Strong working knowledge of U.S. GAAP.
• Experience leading monthly, quarterly, and annual close across multiple entities.
• Experience mentoring accounting staff.

Responsibilities

• Manage all aspects of the monthly close for multiple affiliated entities.
• Review and approve journal entries posted to Oracle.
• Oversee bank reconciliations, AP, and AR functions.
• Perform variance analysis and month-end close adjustments.
• Prepare month-end Balance Sheet, P&L, Member's Equity, and Cash Flow statements.
• Develop and implement process improvements for closing and reporting.

Skills

Broker-dealer accounting

U.S. GAAP

Mentoring staff

Education

Bachelor's degree in Accounting or Finance

CPA license

Tools

Oracle

Job description

Finance, Controller

Webull Financial New York, New York, United States

About this position

Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience.

About The Role & Team

We're looking for a results-driven, self-motivated, and forward-thinking accountant with broker-dealer accounting experience to join our growing Finance organization. This role will support the monthly, quarterly, and annual financial reporting functions for our U.S. Broker Dealer and other U.S. subsidiaries, ensuring compliance with U.S. GAAP and other regulatory reporting requirements. This is a highly visible role with direct ownership over the close process, financial reporting, and internal controls across multiple affiliated entities.

In This Role, You Will

Manage all aspects of the monthly closing process for multiple affiliated entities, including:

• Daily review and approval of journal entries posted to Oracle, the Company's ERP system.


• Daily review and approval of bank reconciliations.


• Management of the accounts payable and accounts receivable functions, ensuring timely vendor payments and collection of outstanding receivables.


• Review and approval of all reconciliations, intercompany expense allocations, month-end closing entries and adjustments, and variance analysis, including identification of the reasons behind material changes.


• Preparation of month-end Balance Sheet, P&L, Member's Equity, and Cash Flow statements.


• Continuous assessment of the closing process to identify opportunities for efficiency and automation, and implementation of necessary improvements.


• Prepare and analyze financial forecasts, budgets, and other internal financial reports.


• Develop, train, and manage accounting staff, with an emphasis on creating efficiencies in policies and processes and building an effective structure that supports the team's continued personal and professional growth.


• Research, document, and analyze new and existing accounting pronouncements to assess any impact on the firm's reporting requirements.


• Develop, implement, and maintain compliance with internal controls, including documentation, testing, and remediation of any identified deficiencies.


• Serve as a liaison with internal and external auditors, tax accountants, and regulatory examination teams.

The Skills You Bring

• 8–12+ years of experience in broker-dealer accounting.


• Bachelor's degree (or higher) in Accounting or Finance.


• CPA License (Certified Public Accountant).


• Strong working knowledge of U.S. GAAP.


• Proven experience managing monthly, quarterly, and annual close processes across multiple entities.


• Experience developing and mentoring accounting staff.

What Makes You Stand Out

• Experience with Oracle.


• Public Accounting/Audit background.


• Public Company Accounting & SOX Compliance experience.

Why Webull?

Webull is more than a fintech company—we’re a global community of innovators, collaborators, and trailblazers. Headquartered in St. Petersburg, FL, Webull operates in 14 regions worldwide, serving over 20 million users. At Webull, your ideas matter, your voice is heard, and your work makes a real impact.

Investing in our people is a top priority for us, which is why we have a comprehensive benefits package that includes:

• Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more!


• Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage.


• Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays.


• Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends.


• Investing in Your Future: We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals.


• Dynamic Office Perks: Catered breakfast (every Monday) & lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.

This role is based in our New York Office (44 Wall Street), where in-person collaboration fuels growth, mentorship, and innovation. At Webull, we’re committed to fair, equitable, and transparent compensation. The base salary range is $150,000 - $185,000 (Associate Director / Director level) annually, plus a discretionary bonus and full benefits. Final offers consider experience, location, and relevant qualifications.

EEOC Statement

Webull is an equal opportunity employer. We’re committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued.

Salary Information

No additional salary information provided.