Financial Controller

Allworth Financial; Dallas (TX); Hybrid; USD 140,000 - 190,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K contributions

Paid time off

Holidays

Equity Purchase Program

Job summary

Allworth Financial seeks a seasoned Financial Controller to oversee accounting and financial reporting in a hybrid, Addison, TX-based role. You will lead a team of nine, drive close processes, and ensure compliance with accounting standards while supporting growth and integration of acquired businesses.

The role requires CPA or equivalent, 8+ years in managerial accounting (public/PE-backed preferred), and strong leadership and communication skills.

Qualifications

• CPA or equivalent qualification required.
• 8+ years of managerial accounting experience in public company and PE-backed environments preferred.
• Strong leadership, organizational and communication skills.

Responsibilities

• Provide technical and operational leadership across accounting functions; manage a team of 9 associates including hiring and training.
• Ensure accurate monthly, quarterly and annual close processes and financial reporting.
• Lead accounting diligence and integration for M&A activities; support transitions for new and existing firm associates.
• Oversee payroll and benefits processes for the firm.
• Implement and supervise financial systems, processes and controls to safeguard assets and ensure data integrity.
• Manage broker-dealer accounting in coordination with related teams.

Skills

Leadership

Communication

Organizational skills

Accounting principles

Education

CPA or equivalent

Job description

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.

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 reportingin 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 insurancewith 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.

As set forth in Allworth Financial’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.