Investments & Wealth Institute

Controller

• Lead the Institute's accounting function and oversee financial reporting, accounting operations, and internal controls
• Set strategy, goals, and priorities for the accounting function in collaboration with the fractional CFO
• Develop and own the accounting operating plan and budget; support organization-wide budgeting and reforecasts
• Lead the monthly and year-end close, targeting completion within 10 business days
• Prepare financial statements, budget-to-actual reports, and variance analysis
• Own the general ledger, chart of accounts, reconciliations, and journal entry review
• Apply ASC 606 to revenue streams and maintain deferred revenue schedules and recognition policies
• Research and document technical accounting positions, including ASC 958 and ASC 842
• Manage the annual audit as the primary contact for external auditors
• Coordinate Form 990 and 990-T, sales and use tax, 1099s, and other filings
• Design, document, and test internal controls and maintain accounting policies and SOPs
• Oversee AP, AR, payroll accounting, expense management, and cash management
• Lead the finance side of the Sage Intacct implementation, including chart of accounts and dimension design, data migration, integrations, testing, and go-live
• Administer Sage Intacct, FP&A tools, Ramp, AMS, payment platforms, and GL integrations
• Automate manual processes where practical
• Hire, manage, and develop accounting staff
• Represent accounting in leadership discussions and partner with peer Directors on cross-functional work
• Serve as the CFO's backup, escalate significant risks, and act as a finance partner across the Institute

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Controller