Guerra Wealth Advisors ยท 2 days ago
Bookkeeper / Controller
Miami, FL
Full-time
Onsite
Mid Level
$70K/yr - $95K/yr
3+ years expGuerra Wealth Advisors is a boutique firm focused on redefining retirement planning and holistic wealth management. They are seeking a detail-oriented financial professional to oversee accounting functions, financial reporting, and payroll while ensuring accurate financial records and strategic insights for informed business decisions.
Financial Services
Responsibilities
Manage full-cycle accounting including accounts payable, accounts receivable, and general ledger maintenance
Prepare monthly, quarterly, and annual financial statements and reports for leadership review
Oversee payroll processing, benefits administration tracking, and commission calculations
Ensure RIA regulatory compliance including ADV filings, fee billing reconciliations, and audit preparation
Monitor cash flow, budgets, and expense management to support strategic planning
Reconcile bank accounts, credit cards, and investment accounts monthly
Coordinate with external CPAs for tax preparation and annual audits
Implement and maintain internal controls to safeguard firm assets
Manage vendor relationships and negotiate terms for cost efficiency
Track and report on key financial metrics and KPIs for business performance
Maintain organized financial records and documentation for compliance purposes
Assist with special projects, financial analysis, and process improvement initiatives
Stay current on accounting standards, tax regulations, and RIA compliance requirements
Qualification
Required
3+ years of accounting/bookkeeping experience (RIA or financial services experience strongly preferred)
Bachelor's degree in Accounting, Finance, or related field (or equivalent experience)
Proficiency in accounting software
Strong understanding of RIA compliance and regulatory requirements
Advanced Excel/Google Spreadsheet skills and comfort with financial reporting tools
Detail-oriented with exceptional organizational and analytical abilities
Excellent communication skills with the ability to explain financial concepts clearly
Self-motivated, proactive, and able to work independently
Preferred
Experience with financial advisory billing systems and custodian platforms (a plus)
CPA or pursuit of CPA certification is a plus
Benefits
Competitive base salary with annual performance reviews
401(k) with company match
Health insurance, Vision and Dental options
20+ combined PTO days (vacation, sick, floating holidays, paid holidays, birthday PTO)
Sponsored professional development and continuing education
Access to personal financial planning services
Support for CPA certification and professional designations
Career growth within a stable, established firm
Culture of continuous learning and professional excellence
Company
Guerra Wealth Advisors
Formerly known as Guerra Financial Group.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase