Finance, Controller

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

Benefits offered by this job

Comprehensive Health Coverage

401(k) match

Generous paid time off

Job summary

Webull is seeking an experienced accountant with broker-dealer expertise to lead the monthly, quarterly, and annual close for the U.S. Broker Dealer and related entities. You will own the close process, review journal entries and reconciliations, and oversee AP/AR functions while ensuring GAAP compliance.

The role requires 8+ years in broker-dealer accounting, a Accounting/Finance degree, and a CPA. Based at our New York office, you will mentor staff and collaborate with auditors and tax teams.

Qualifications

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

Responsibilities

• Manage monthly close for multiple affiliated entities and ensure accurate postings.
• Review journal entries, bank reconciliations, AP/AR functions and intercompany entries.
• Prepare Balance Sheet, P&L, Member's Equity, and Cash Flow statements.
• Drive improvements for controls, policies, and automation opportunities.
• Coordinate with auditors, tax teams, and regulatory examinations.
• Develop and train accounting staff for growth and efficiency.

Skills

Broker-dealer accounting

CPA License

US GAAP

Close process management

Staff mentoring

Education

Bachelor's degree in Accounting or Finance

CPA License

Tools

Oracle ERP

Job description

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.