Strategic Controller - Own GAAP, Forecasting & Growth

Prevail Recruiting; Scottsdale (AZ); On-site; USD 120,000 - 170,000; Full time

Job summary

Prevail Recruiting is seeking a hands-on Controller for a growing wealth management firm in Scottsdale to lead the accounting function and partner with executive leadership.

The role focuses on owning financial statements, strengthening controls, and delivering insights to support growth and smarter decisions. You will work closely with the C-Suite on forecasting, budgeting, and variance analysis while coordinating audits and tax activities.

Qualifications

• Full-cycle accounting, financial reporting, and month-end close experience.
• Strong knowledge of GAAP, AP/AR, reconciliations and internal controls.
• Experience supporting external audits, tax filings, and CPA relationships.
• Strong financial analysis, budgeting, forecasting, and modeling skills.
• Advanced Excel skills and QuickBooks (or similar) accounting system.
• Ability to communicate effectively with executives and operations leaders.
• Wealth management or financial services experience preferred.
• Hands-on, detail-oriented but able to think strategically.

Responsibilities

• Oversee general ledger, journal entries, AP/AR, reconciliations, and month-end close.
• Prepare and analyze balance sheet, income statement, and cash-flow reporting.
• Ensure GAAP compliance and regulatory requirements.
• Serve as primary liaison with external CPA and audit firms for audits, tax filings, and quarterly reviews.
• Partner with the C-Suite on forecasting, budgeting, and variance analysis.
• Review advisor compensation calculations and payout reconciliations for accuracy.
• Maintain internal controls and accounting policies.
• Analyze financial data to identify trends, risks, and opportunities.
• Collaborate with operations on vendor contracts and financial projects.

Skills

Full-cycle accounting

GAAP compliance

Financial reporting

Audits & tax coordination

Budgeting & forecasting

Financial modeling

Advanced Excel

Communication with executives

Wealth management experience

Hands-on / strategic

Tools

QuickBooks

Job description

Prevail Recruiting is seeking a hands-on Controller for a growing wealth management firm in Scottsdale to lead the accounting function and partner with executive leadership.

The role focuses on owning financial statements, strengthening controls, and delivering insights to support growth and smarter decisions. You will work closely with the C-Suite on forecasting, budgeting, and variance analysis while coordinating audits and tax activities.