Financial Controller

Allworth Airline Advisors (Formerly RAA); Dallas (TX); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

Kaiser/Blue Shield plans

Dental insurance

Vision insurance

Flexible working arrangements

Generous 401K contributions

Paid time off

Paid holidays

Equity Purchase Program

Job summary

Allworth Financial is seeking a Financial Controller for a full-time, exempt hybrid role based in Addison, TX. You will lead the accounting function, oversee monthly and annual closes, and ensure GAAP compliance across reporting, payroll, and controls.

Responsibilities include guiding the accounting team through M&A integration, safeguarding assets, and maintaining broker-dealer accounting accuracy. CPA licensure and 8+ years of managerial accounting experience are required.

Qualifications

• CPA certification or licensure.
• 8+ years of managerial accounting experience.
• Experience in wealth/asset management, insurance, real estate investments preferred.

Responsibilities

• Lead accounting functions and manage a team of 9 associates.
• Oversee monthly, quarterly, and annual close processes and reporting in accordance with GAAP.
• Lead due diligence and integration of acquired businesses from an accounting perspective.
• Assist payroll and benefits processes.
• Oversee financial systems, processes, and controls to protect assets.
• Ensure broker-dealer related accounting is accurate.

Skills

CPA

Leadership

Financial reporting

GAAP

Internal controls

Education

CPA licensure/equivalent

Tools

ERP software

Financial reporting systems

Job description

Allworth Financial is a highly successful firm in the Wealth Management Industry, expanding quickly through a combination of M&A and organic growth. The firm has expanded more than 10x over the past 7 years, to over $250 million of revenue and over 600 associates.

The Financial Controller plays a crucial role at Allworth, overseeing the accounting, and financial reporting departments. Ensuring financial records, reports, and statements are accurate and compliant with laws and regulations.

This is a full-time, exempt hybrid position, reporting into our Addison, TX office.

Job Responsibilities

• Leadership: Provide technical and operational leadership across accounting functions. Manage the accounting team of 9 associates, including hiring, training, and supporting associates develop to keep pace with firm growth
• Financial Reporting & Technical Accounting: Ensure accurate and timely monthly, quarterly, and annual accounting close processes and reporting in addition to adherence to all applicable accounting pronouncements
• M&A Diligence and integration: Lead the process to ensure acquired businesses are reviewed and integrated optimally from an accounting perspective, ensuring that new and existing firm associates are supported throughout the transitions
• Payroll and Benefits: Assist the team responsible for managing payroll and benefits for the firm
• Systems and Controls: Implement and oversee financial systems, processes, and controls to safeguard company assets and ensure integrity of financial data
• Broker Dealer: Ensure appropriate accounting for all broker dealer related business
  
  

Qualifications

• Certifications: Certified Public Accountant (CPA) or similar qualification.
• Experience: 8+ years of managerial experience in accounting, preferably in a combination of both public company and private equity backed firm environments. Preferred industries: Wealth Management, Asset Management, Insurance, Real Estate Investment
• Skills: In-depth knowledge of accounting principles, strong leadership, organizational and communication skills
  
  

Benefits

We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions
• Exempt associates qualify for our flexible paid time off policy
• Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
• 11 Paid Holidays
• Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
• Future growth opportunities within the company
  
  

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

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