Financial Controller

allworthfinancial; Dallas (TX); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible working arrangements

401K contributions

Paid time off

11 Holidays

Equity Purchase Program

Job summary

Allworth Financial, a leading wealth management firm, seeks a Senior Controller to lead the accounting function from our Addison, TX area office. You will manage a team of nine, oversee monthly closes, and ensure compliance with accounting standards while supporting growth through mergers and system improvements.

The ideal candidate has 8+ years of managerial accounting experience, CPA certification, and a track record in wealth/asset management or related industries.

Qualifications

• 8+ years of managerial accounting experience in corporate or PE-backed environments.
• Certified Public Accountant (CPA) or similar qualification.
• Experience in Wealth Management, Asset Management, Insurance, Real Estate Investment.

Responsibilities

• Lead accounting across the firm, managing a 9-person accounting team.
• Ensure monthly, quarterly, and annual close and reporting with GAAP compliance.
• Oversee M&A diligence and integration from accounting perspective.
• Support payroll and benefits administration.
• Implement and oversee financial systems, processes, and controls.
• Ensure proper accounting for broker-dealer activities.

Skills

Leadership

Communication

Organizational skills

Education

CPA certification

Job description

About Allworth Financial

Allworth Financial ( www.allworthfinancial.com ) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.

Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.

Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron's Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com.

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.

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

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:

Benefits

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

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.

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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