Procyon · 7 hours ago
Controller
United States
Full-time
Remote
Senior Level
$175K/yr - $200K/yr
7+ years expProcyon is a vibrant and growing wealth management platform comprised of a Registered Investment Advisor (RIA), Benefits, Tax and Risk practices. The Controller is a critical senior management role responsible for overseeing Procyon’s finance needs, managing all accounting and financial reporting functions, and supporting the firm’s growth through effective financial infrastructure.
ConsultingFinancial ServicesRisk ManagementService IndustryWealth Management
Hiring Manager
Gabby Hurtado Payne
Responsibilities
Design, document, and implement internal financial controls and procedures
Evaluate and lead the implementation of financial software and systems to automate reporting and increase efficiency
Ensure compliance with law and regulations
Assist in establishing scalable infrastructure
Ownership of the General Ledger- Manage all aspects of the accounting cycle, including journal entries, reconciliations, and maintenance
In charge of AP/AR and payroll processes
Month-End Close-Execute an accurate and timely close process
Prepare and analyze accurate internal financial statements Prepare and submit quarterly lender compliance certificate
Serve as the primary contact for external auditors, tax preparers, and consultants
Develop and manage the annual firm-wide operating budget
Conduct deep-dive analysis on firm profitability
Cash Flow Management- ensure liquidity and inform capital allocation decisions
Provide accurate timely reporting to management
Accurately track revenue based on AUM fees, retainer fees, and service models
Manage the financial calculation and reconciliation of complex advisor compensation and partnership distributions
Manage the financial records related to partner capital accounts and firm-level equity transactions common in an RIA structure
Assist in M&A financial diligence, oversee any QoE efforts
Provide financial and deal modeling to support the transaction efforts
Develop and manage the post-acquisition financial integration
Qualification
Required
7+ years of accounting & finance experience with 3 years specifically in RIA or Wealth Mgmt
Bachelors degree in accounting, finance or related field - Masters degree is a plus
Certified Public Accountant (CPA) strongly preferred
Understanding of US GAAP
Expertise in financial modeling, budgeting, and forecasting
Excellent attention to detail, strong organizational skills, and the ability to manage multiple priorities in a fast-paced environment
Exceptional interpersonal and communication skills, with the ability to interface with executive members
Strong work ethic, self-motivated, and goal oriented
Ability to follow directions and work independently, take ownership of assigned tasks, and think for themselves
Advanced proficiency in Excel and experience with modern GL/accounting systems
Benefits
Reimburse high-performing employees for pursuing approved advanced designations
Company
Procyon
Procyon is an independent, employee-owned financial advisory firm with a dual focus on: • Helping institutions prudently manage the retirement plans, endowments and foundations under their stewardship.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Constellation Wealth Capital
2025-04-17Private Equity
Leadership Team
Phil Fiore
Chief Executive Officer
Harry Kirkpatrick
Chief Revenue Officer
Recent News
Business Wire
2025-12-16
Hartford Business Journal
2025-12-12
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