Growth Controller — Private-Equity Backed Wealth Firm

Mission Wealth Management Lp; Los Angeles (CA); On-site; USD 200,000 - 220,000; Full time

Benefits offered by this job

Competitive salary

Team-based compensation plan

Equity pathway to partner

Medical/dental/vision benefits

401(k)/Profit Sharing

Volunteer Time Off (VTO)

Family Medical Leave (FMLA)

Sabbaticals

Wellness benefits

Educational reimbursements

Job summary

Mission Wealth is hiring a growth-oriented Controller to lead accounting operations, financial reporting, and internal controls for a growing national wealth management firm. You will oversee monthly closes, cash management, and interactions with external auditors and partners, shaping a scalable financial infrastructure.

The ideal candidate holds a CPA, has 6+ years of relevant experience in wealth management or financial services, and will partner with senior leadership to drive process

Qualifications

• Bachelor’s degree in Accounting; CPA required
• 6+ years of progressive accounting experience, preferably in wealth management/financial services
• Strong understanding of GAAP, financial reporting, and accounting controls
• Experience managing monthly close processes and preparing financial statements
• Experience with cash flow management and treasury operations
• Experience working with external auditors, tax advisors, and financial partners
• Familiarity with cloud-based accounting platforms, CRM systems, portfolio reporting platforms, and expense management systems
• Strong project management and organizational skills
• Exceptional communication skills and ability to partner with internal teams and senior leadership
• Highly analytical with strong attention to detail and problem-solving abilities

Responsibilities

• Ensure accurate and timely monthly, quarterly, and annual financial reporting and GAAP compliance
• Prepare and support financial reporting packages for private equity partners, senior leadership, and lenders
• Own and manage the monthly close process, including general ledger management and reconciliations
• Oversee core accounting operations including accounts payable and expense management
• Serve as liaison between Mission Wealth and external accounting, tax, audit, and capital partners
• Maintain capital and equity-related records including equity administration through Carta
• Develop and maintain internal controls and audit documentation for a growing PE-backed firm
• Manage treasury operations with disciplined cash management and liquidity
• Support bonus programs, equity administration, and planning
• Lead cross-functional finance initiatives and scalable accounting infrastructure
• Identify opportunities to improve processes and reporting efficiency

Skills

GAAP

Financial reporting

Monthly close

Internal controls

Leadership

Communication

Analytical

Treasury operations

External audit liaison

Cloud accounting

CRM systems

Portfolio reporting

Expense management

Project management

Education

Bachelor’s degree in Accounting

CPA designation required

Tools

Carta

CRM systems

Portfolio reporting

Expense management

Cloud accounting

Job description

Mission Wealth is hiring a growth-oriented Controller to lead accounting operations, financial reporting, and internal controls for a growing national wealth management firm. You will oversee monthly closes, cash management, and interactions with external auditors and partners, shaping a scalable financial infrastructure.

The ideal candidate holds a CPA, has 6+ years of relevant experience in wealth management or financial services, and will partner with senior leadership to drive process