Aspen Standard Wealth · 5 hours ago
Regional Controller
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$165K/yr - $190K/yr
8+ years expAspen Standard Wealth is building a national RIA platform and is seeking a Regional Controller to play a critical role in scaling the company’s financial infrastructure. This position involves managing day-to-day accounting processes and implementing technology solutions during acquisitions.
Financial Services
Hiring Manager
Stephanie Moncada
Responsibilities
Responsible for day-to-day GL processes, monthly close, reconciliations, variance analysis, financial statements, budgets and cash forecasts
Apply US GAAP expertise in complex Accounting areas, including revenue recognition, purchase accounting, leases and other relevant financial reporting and disclosure requirements
Serve as a key team member during Netsuite implementation
Serve as a key finance lead during post-acquisition integration with partner companies, onboarding onto Netsuite, RAMP and other technology solutions
Act as primary point of contact for external auditors
Qualification
Required
8+ years professional experience working within Accounting, with at least 3+ years working on an in-house Accounting team
Experience working in a startup environment with limited corporate infrastructure
Must have in-depth experience working with NetSuite
CPA certification required, experience in public accounting preferred
Responsible for day-to-day GL processes, monthly close, reconciliations, variance analysis, financial statements, budgets and cash forecasts
Apply US GAAP expertise in complex Accounting areas, including revenue recognition, purchase accounting, leases and other relevant financial reporting and disclosure requirements
Serve as a key team member during Netsuite implementation
Serve as a key finance lead during post-acquisition integration with partner companies, onboarding onto Netsuite, RAMP and other technology solutions
Act as primary point of contact for external auditors
Ownership: Takes full responsibility for outcomes, not just tasks—does what it takes to get to the result, and owns the consequences
Systems Building & Scaling: Designs and implements operating mechanisms—processes, roles, decision rights, documentation, and interfaces—that keep working as complexity, volume, and headcount grow
Preferred
Experience in public accounting preferred
Benefits
Medical, Dental, and Vision Insurance
Health Savings Account (HSA) with employer contributions
Commuter Benefits
401(k) Plan with a 4% employer match
Unlimited Paid Time Off (PTO)
Life Insurance Coverage
Company
Aspen Standard Wealth
Aspen Standard Wealth is building a family of RIAs that empower leaders and their businesses to build long-term value and fulfillment.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase