CyberCoders ยท 3 days ago
Controller - Wealth Management/Financial Services
United States
Full-time
Remote
Senior Level
$120K/yr - $180K/yr
5+ years expCyberCoders is seeking a Controller for their Wealth Management and Financial Services division. The Controller will lead the development and management of a premium bookkeeping and accounting operation for high net worth clients, overseeing financial reporting, compliance, and operational leadership.
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Responsibilities
Manage the preparation, review, and analysis of financial statements in accordance with GAAP, including cash and accrual based reporting
Build the accounting infrastructure from scratch, including chart of accounts templates, quality control processes, and scalable workflows
Oversee budgeting, forecasting, and financial planning processes to support client needs and internal growth targets
Conduct financial analysis to support decision making, strategic planning, and multi entity financial oversight
Ensure compliance with regulatory requirements, IRS rules, and internal policies across diverse client structures
Monitor and manage risks associated with financial operations, reporting accuracy, and multi entity bookkeeping
Supervise and review the work of outsourced bookkeeping teams, ensuring accuracy, timeliness, and adherence to quality standards
Coordinate tax preparation activities and ensure compliance with federal, state, and local tax regulations
Lead audit support processes and implement improvements based on audit findings
Develop and maintain financial models to support investment tracking, entity level reporting, and family office style financial management
Serve as the primary accounting contact for clients, providing guidance on complex transactions, multi entity structures, and bookkeeping best practices
Establish client communication protocols and service standards to ensure a premium client experience
Qualification
Required
Bachelors degree in Accounting, Finance, or related field; CPA preferred but not required
5+ years of experience in financial management, controllership, or multi client accounting roles
Strong technical accounting expertise, including deep understanding of debits and credits, cash vs accrual accounting, and GAAP compliance
Experience managing books for multiple clients or entities; public accounting or bookkeeping firm background strongly preferred
Proven ability to build systems, processes, templates, and scalable accounting infrastructure
Experience supervising accounting or bookkeeping staff, including outsourced teams
Strong knowledge of budgeting, forecasting, financial analysis, and risk management
Familiarity with multi entity structures such as LLCs, partnerships, trusts, and real estate holdings
Excellent communication and executive presence, with the ability to work directly with high net worth entrepreneurs
Proficiency with accounting software, cloud based platforms, and financial modeling tools
Benefits
Comprehensive health insurance and competitive benefits package
401(k) with employer matching
ESOP equity (at no cost to you)
Flexible PTO policy
Fully remote work
Quarterly team retreats in Scottsdale, AZ (all expenses paid)
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