Financial Controller, Wealth Management (Hybrid TX)

Allworth Financial; Addison (TX); Hybrid; USD 150,000 - 230,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible PTO

401K

Paid holidays

Equity Purchase Program

Job summary

Allworth Financial is seeking a Financial Controller to lead the accounting and financial reporting team in Addison, Texas. This hybrid, full-time role reports into corporate finance and guides the firm’s growth through strong internal controls and accurate reporting.

The ideal candidate holds a CPA or equivalent and brings 8+ years of managerial accounting experience, including public company and PE-backed environments.

Qualifications

• CPA or equivalent certification.
• 8+ years of managerial accounting experience, preferably in public company and/ or PE-backed environments.
• Strong knowledge of accounting principles and controls.

Responsibilities

• Provide technical and operational leadership across accounting functions.
• Lead monthly, quarterly, and annual close processes with timeliness and accuracy.
• Oversee M&A diligence and integration from an accounting perspective.
• Oversee payroll and benefits administration.
• Implement and oversee financial systems, processes, and controls.
• Ensure proper accounting for broker-dealer activities.

Skills

Accounting principles

Leadership

Organizational skills

Communication skills

Education

CPA or equivalent

Tools

Financial systems

Job description

Allworth Financial is seeking a Financial Controller to lead the accounting and financial reporting team in Addison, Texas. This hybrid, full-time role reports into corporate finance and guides the firm’s growth through strong internal controls and accurate reporting.

The ideal candidate holds a CPA or equivalent and brings 8+ years of managerial accounting experience, including public company and PE-backed environments.