Remote Controller — Wealth Management Finance Lead

Ollis Wealth Management; Mobile (AL); Remote; USD 150,000 - 185,000; Full time

Benefits offered by this job

Health, dental, vision insurance

401(k) with employer match

Paid time off & holidays

Fully remote schedule

Job summary

Ollis Wealth Management LLC is an independent wealth management firm based in Mobile, AL, seeking a Controller to own accounting and financial reporting. The role reports to the founder and collaborates with a CPA, compliance partners, and client service team.

The position requires 7+ years of accounting experience, GAAP expertise, and full-cycle accounting ownership in a wealth management or financial services setting. Remote work with some travel to Mobile is possible.

Qualifications

• Bachelor’s degree in accounting or finance.
• 7+ years progressive accounting experience.
• GAAP, month-end close, and internal controls knowledge.
• Experience owning full accounting cycle with minimal support staff.
• Advanced Excel skills and financial modeling.
• Hands-on with common accounting software (QB Online, Sage Intacct, Xero, NetSuite).

Responsibilities

• Own monthly, quarterly, and year-end close with journal entries and reconciliations.
• Prepare GAAP financial statements (balance sheet, income statement, cash flow).
• Maintain general ledger, chart of accounts, and audit-ready records.
• Oversee payroll processing, tax compliance, and 1099 reporting.
• Develop internal controls and document policies; improve systems and workflows.
• Forecast cash flow, budgeting, and management reporting.
• Provide financial analysis for strategic decisions and growth plans.

Skills

GAAP knowledge

Excel advanced

Financial modeling

Accounting software

Education

Bachelor’s degree in accounting or finance

Tools

QuickBooks Online

Sage Intacct

Xero

NetSuite

Job description

Ollis Wealth Management LLC is an independent wealth management firm based in Mobile, AL, seeking a Controller to own accounting and financial reporting. The role reports to the founder and collaborates with a CPA, compliance partners, and client service team.

The position requires 7+ years of accounting experience, GAAP expertise, and full-cycle accounting ownership in a wealth management or financial services setting. Remote work with some travel to Mobile is possible.