Strategic Controller for Fast-Growth Wealth Firm

Mission Wealth; Scottsdale (AZ); On-site; USD 180,000 - 220,000; Full time

Benefits offered by this job

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 seeking a growth-minded Controller to lead the accounting function as the firm scales nationally. The role oversees monthly close, financial reporting, internal controls, and treasury operations, reporting to the Director of Finance and senior leadership.

The ideal candidate has a CPA, a Bachelor's in Accounting, and 6+ years of progressive accounting experience in wealth management or related fields, with strong GAAP expertise and collaboration with cross-functional teams.

Qualifications

• 6+ years of progressive accounting experience in wealth management, financial services, or professional services
• Strong knowledge of GAAP, financial reporting, and internal 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 the ability to partner with internal teams and senior leadership
• Analytical mindset with 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, reconciliations, and financial statement preparation
• Oversee core accounting operations including accounts payable, expense management, and related systems
• Serve as the primary 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 private equity–backed organization
• Manage treasury operations with disciplined cash management and liquidity
• Maintain financial schedules supporting bonus programs, equity administration, and planning
• Lead cross-functional finance initiatives to build a modern, scalable accounting infrastructure
• Identify opportunities to improve accounting processes and reporting efficiency

Skills

6+ years accounting experience

GAAP knowledge

Financial reporting

Internal controls

Cash flow management

External auditors coordination

Leadership

Cross-functional collaboration

Education

Bachelor’s degree in Accounting

CPA designation

Job description

Mission Wealth is seeking a growth-minded Controller to lead the accounting function as the firm scales nationally. The role oversees monthly close, financial reporting, internal controls, and treasury operations, reporting to the Director of Finance and senior leadership.

The ideal candidate has a CPA, a Bachelor's in Accounting, and 6+ years of progressive accounting experience in wealth management or related fields, with strong GAAP expertise and collaboration with cross-functional teams.