CyberCoders ยท 2 weeks ago
Controller - Wealth Management - $150k-$195k
Katonah, NY
Full-time
Onsite
Senior Level
$150K/yr - $195K/yr
7+ years expCyberCoders is a company focused on financial operations, and they are seeking a Controller to oversee the financial health of the organization. The role involves ensuring accurate financial reporting, compliance with regulations, and effective financial management practices while supporting strategic decision-making.
RecruitingSearch Engine
No H1B
Responsibilities
Manage the preparation of financial reports, budgets, and forecasts
Ensure compliance with SEC regulations and other legal standards
Monitor financial performance and provide insights to senior management
Develop and implement financial policies and procedures to enhance financial controls
Oversee cash management, accounting, and financial reporting functions
Collaborate with wealth management teams to support client financial needs
Assist in the development of financial strategies for family office clients
Qualification
Required
Bachelor's degree in Accounting, Finance, or related field
Minimum of 7+ years of experience in financial management and accounting roles
Experience in wealth management is required
Strong analytical mindset with the ability to analyze complex financial data
Working knowledge of SEC compliance and regulations
Preferred
CPA or equivalent certification is preferred
Familiarity with RIA and family office structures is a plus
Company
CyberCoders
CyberCoders is a recruiting firm locating job positions across all industries, including finance, education, engineering and healthcare.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2013-12-02Acquired
Leadership Team
Nate Shuman
Lead Recruiter (Tech) CEO Club
Matt Miller
CTO
Recent News
2025-04-12
Company data provided by crunchbase