Job Description

Controller Opportunity – Lead Financial Strategy and Innovation

Are you a strategic financial leader ready to make a transformative impact? Our client, a national and rapidly growing wealth management firm headquartered in Cleveland, has partnered with us to find an exceptional  Controller  to oversee and elevate their accounting operations. This is an exciting opportunity to join a collaborative, high-performing team dedicated to excellence in financial management and client service.

Why This Role Stands Out

This role is more than just managing numbers—it's about driving innovation and efficiency in a dynamic, fast-paced environment. You’ll play a critical role in on-going and future M&A activity, integrations of new acquisitions, as well as shaping the company's financial strategy while ensuring compliance, accuracy, and operational excellence. As the Controller, you will report directly to the Chief Financial Officer of the company, and have the opportunity to lead and mentor a talented team of 11, optimize processes, and contribute to the firm’s continued growth and success.

Key Responsibilities:

• Develop and execute strategic priorities for the accounting department, aligning with overall business objectives.
• Oversee monthly, quarterly, and year-end close processes, ensuring timely and accurate financial reporting.
• Lead external audit preparation, acting as the primary liaison with auditors to ensure seamless audits.
• Design and implement internal controls to safeguard financial integrity and optimize workflows.
• Manage the analysis of operating expense variances across key categories, including compensation, technology, and marketing.
• Oversee regulatory and compliance reporting, ensuring adherence to all relevant standards.
• Collaborate with leadership to evaluate and enhance financial systems, driving efficiency and scalability.
• Support the company’s acquisitive growth strategy, managing purchase price accounting and integrations.

What You Bring:

• Experience: 7+ years of progressive accounting experience, including prior Assistant Controller or Controller roles.
• Education: A Bachelor’s degree in Accounting or Finance is preferred; CPA certification is a strong advantage.
• Skills: Proven expertise in financial reporting, audits, regulatory compliance, and process optimization.
• Leadership: Strong ability to develop and lead high-performing teams while fostering a culture of collaboration.
• Mindset: Thrives in a dynamic, fast-paced environment, with exceptional problem-solving and organizational skills.

What Makes This Firm Special

Our client is a leader in wealth management, with a reputation for excellence and innovation. Their commitment to creating a collaborative, client-focused culture sets them apart in the industry. They have grown tremendously over the years, and have no plans of slowing down. As a Controller, you’ll not only contribute to their financial success but also be part of a team that values integrity, growth, and making a lasting impact.

Ready to Make an Impact?

This is your chance to take on a role that combines strategic leadership, operational expertise, and an opportunity to drive meaningful change. If you’re ready to step into a position where your skills and insights will be valued and make a tangible difference, apply today!

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