Remote Controller — Interim to Hire (Wealth Management)

Vaco; New York (NY); Remote; USD 110,000 - 124,000; Full time

Job summary

Vaco is seeking an experienced Controller to lead financial operations for a wealth management client. This interim-to-hire role focuses on GDC management, advisor compensation, and accurate GAAP reporting.

You will oversee regulatory compliance, audits, budgeting, and strategic planning to drive profitability and control within a regulated financial services environment. Remote work is available.

Qualifications

• Experience overseeing GDC tracking, payout grids, and advisor compensation.
• Strong GAAP accounting, month-end close, and financial reporting skills.
• Regulatory compliance with SEC/FINRA and related audits.

Responsibilities

• Oversee end-to-end GDC tracking, reporting, and advisor payout administration.
• Manage general ledger, month-end close, AP/AR, and cash planning.
• Ensure regulatory compliance and serve as liaison to auditors and税 preparers.
• Collaborate on annual budgets and multi-year financial forecasts.

Skills

GDC tracking

Advisor compensation

GAAP accounting

Regulatory compliance

Financial analysis

Budgeting and forecasting

Audit liaison

Cash flow management

Job description

Vaco is seeking an experienced Controller to lead financial operations for a wealth management client. This interim-to-hire role focuses on GDC management, advisor compensation, and accurate GAAP reporting.

You will oversee regulatory compliance, audits, budgeting, and strategic planning to drive profitability and control within a regulated financial services environment. Remote work is available.