Growth-Driven Controller for a National Wealth Firm

Mission Wealth; San Francisco (CA); Presencial; USD 180.000 - 220.000; Jornada completa

Descripción de la vacante

Mission Wealth, a Barron’s Top 100 RIA, is hiring a growth-minded Controller to lead accounting operations and strengthen financial infrastructure as we scale nationally. The role reports to the Director of Finance and partners with senior leadership to drive disciplined financial management.

The ideal candidate has a CPA and 6+ years of progressive accounting experience in wealth management or professional services, with deep GAAP knowledge and strong cross-functional collaboration skills.

Formación

• Bachelor's degree in Accounting or related field.
• 6+ years of progressive accounting experience.
• CPA designation required or CPA-eligible.

Responsabilidades

• Ensure accurate monthly, quarterly, and annual GAAP-compliant reporting.
• Own the monthly close process and general ledger management.
• Oversee accounts payable and expense management.
• Coordinate with external auditors, tax advisors, and financial partners.
• Maintain capital and equity records and equity administration through Carta.
• Develop and maintain internal controls and audit documentation.

Conocimientos

GAAP knowledge

Financial reporting

Internal controls

Monthly close

Cash flow management

Auditors collaboration

Cross-functional partnership

Analytical thinking

Effective communication

Project management

Educación

Bachelor's degree in Accounting

CPA designation

Herramientas

Cloud accounting

CRM systems

Portfolio reporting platforms

Expense management systems

Descripción del empleo

Mission Wealth, a Barron’s Top 100 RIA, is hiring a growth-minded Controller to lead accounting operations and strengthen financial infrastructure as we scale nationally. The role reports to the Director of Finance and partners with senior leadership to drive disciplined financial management.

The ideal candidate has a CPA and 6+ years of progressive accounting experience in wealth management or professional services, with deep GAAP knowledge and strong cross-functional collaboration skills.