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Benefits offered by this job
Competitive salary based on experience
Discretionary bonuses
Generous PTO and paid sick time
Paid health, dental, and vision insurance
401(k) and profit sharing
Team retreats and professional events
Job summary
A leading financial services firm in Dallas, TX is seeking an experienced Controller to lead financial management and reporting. The ideal candidate will have a Bachelor's in Accounting or Finance, a CPA designation, and 7–10 years of accounting experience. This role involves ensuring compliance, overseeing general ledger activity, and preparing financial statements. The firm offers competitive compensation and comprehensive benefits.
Qualifications
7–10+ years of accounting experience, with at least 3 years in a leadership role.
Prior experience within a Registered Investment Advisor, asset management, or family office environment preferred.
Strong systems acumen.
Responsibilities
Lead financial management, accounting, and reporting functions.
Ensure integrity and accuracy of all financial data.
Oversee general ledger activity, journal entries, reconciliations, and closings.
Skills
Analytical precision
Leadership
Integrity
Attention to detail
Communication of financial insights
Education
Bachelor’s degree in Accounting or Finance
CPA designation
Tools
QuickBooks
Bill.com
Black Diamond
Box
CRM
Job description
A leading financial services firm in Dallas, TX is seeking an experienced Controller to lead financial management and reporting. The ideal candidate will have a Bachelor's in Accounting or Finance, a CPA designation, and 7–10 years of accounting experience. This role involves ensuring compliance, overseeing general ledger activity, and preparing financial statements. The firm offers competitive compensation and comprehensive benefits.