Oakland, Florida
May 28, 2024
Jun 03, 2024
Work Mode
Work from office
Full Time
Employment Type
Organization Type
financial Services

This Jobot Job is hosted by: Hanani Carlisle
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Salary: $100,000 - $140,000 per year

A bit about us:

a revolutionary financial services organization that encompasses first-in-class advisor coaching and marketing is looking to add a Controller to their TEAM

Why join us?

Fantastic company culture; we like working together!
Competitive salary
Excellent benefit package - Our benefits include Health/Dental/Vision, Life Insurance, Short/Long term Disability, Paid time off, 401k with employer match.
Paid Time Off

Job Details

The ideal candidate will have a strong background in financial service operations and accounting processes, with a focus on maintaining financial accuracy, compliance, and confidentiality. Proficiency in QuickBooks is preferred. This is an onsite position.


All Accounting Functions.
Maintain General Ledger.
Make Journal Entries as needed.
Supervise and mentor 3 staff members.
Prepare the monthly Financial Reporting package.
Review Bank Reconciliations.
Make appropriate monthly accrual entries.
Monthly preparation of balance sheet and income statement.
Review of Intercompany accounts and ensure they balance.
Assist with review and processing of daily banking as required.
Prepare 1099's at year end.
Supervise and process employee 401(k) contributions.
Develop and refine internal controls around all accounting functions.
Coordination of accounting-related information requests from other Departments.
Preparation of specific financial information/analysis requested by company executives, as needed.
Assist external auditors and CPAs, as required.
Other duties as assigned.

The duties and responsibilities described in the above job description are not a comprehensive list. Additional tasks may be assigned to the employee from time to time; or the scope of the position may change as necessitated by company demands and/or industry standards.


10+ years minimum accounting experience.
Bachelor's degree in accounting or related field.
CPA certification preferred.
Experience in the financial services industry.
Solid knowledge of GAAP accounting.
Experience with Paylocity desirable.
Proficient with QuickBooks is preferred.
Experience in multi-entity consolidation and reporting.
Proficiency with Microsoft Office applications including advanced Excel skills, including the ability to design, develop and utilize effective spreadsheets and financial models.
Excellent accounting skills with high-level of accuracy.

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