Financial Controller

Job Description

Allworth Financial, a leading independent investment financial advisory firm, is seeking a Financial Controller to oversee the accounting, billing, and payroll departments. This role is crucial in ensuring the accuracy and compliance of financial records, reports, and statements. This is a hybrid position based in Folsom, CA.Allworth Financial is a high-growth, private equity-backed firm that values its employees and clients. The company has received awards for both employee and client satisfaction and has been recognized as a top RIA firm.Responsibilities:

• Provide technical and operational leadership across accounting functions.
• Manage the accounting team of 10 associates.
• Ensure accurate and timely monthly, quarterly, and annual accounting close processes and reporting.
• Lead M&A diligence and integration from an accounting perspective.
• Manage the team responsible for billing clients and advisor variable compensation.
• Oversee the team responsible for managing payroll and benefits.
• Implement and oversee financial systems, processes, and controls.
• Ensure appropriate accounting for all broker-dealer-related business.

Requirements:

• Certified Public Accountant (CPA) or similar qualification.
• Series 27 or 28 preferred.
• 10+ years of managerial experience in accounting, preferably in a combination of both public company and private equity-backed firm environments.
• In-depth knowledge of accounting principles.
• Strong leadership and communication skills.

Allworth Financial Offers:

• Competitive base pay
• Medical, dental, and vision insurance
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions
• Flexible paid time off policy
• Paid Holidays
• Equity Purchase Program
• Future growth opportunities