Controller

Investments & Wealth Institute

. Lead the Institute's accounting function and oversee financial reporting, accounting operations, and internal controls .

Posted 10/24/2026full-timeRemote • Colorado • United StatesMid-LevelSenior💰 $115,000 - $130,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial reporting, accounting operations, and internal controls, with a strong focus on U.S. GAAP and ASC standards. Proven ability to lead accounting functions, manage budgets, and oversee audits while implementing cloud-based accounting systems.

Highest-signal resume keywords

Financial ReportingU.S. GAAP KnowledgeSage Intacct ImplementationBudget ManagementStaff Supervision

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Accounting OperationsMonth-End Close ManagementVariance AnalysisGeneral Ledger ManagementTechnical Accounting ResearchFinancial Statement PreparationAutomating WorkflowsAdvanced Excel SkillsInternal Controls DesignAudit Management

Soft Skills

LeadershipCollaborationCommunicationProblem-SolvingStaff Development

Tools & Technologies

Sage IntacctFP&A ToolsRampAMSPayment Platforms

Certifications & Qualifications

CPA

Industry Keywords

Non-Profit ExperiencePublic Accounting Audit BackgroundASC 606ASC 958ASC 842Form 990Sales and Use Tax1099 FilingsCash ManagementExpense Management

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor's degree in accounting or finance
5+ years of progressive accounting experience
Experience managing the month-end close and a financial statement audit from start to finish
Experience supervising staff
Experience developing and managing a departmental budget
Strong knowledge of U.S. GAAP, including hands-on experience with ASC 606 across multiple revenue streams
Experience administering cloud-based accounting systems
Experience developing financial reports and automating workflows
Advanced Excel skills
Ability to work at a desk and computer for prolonged periods
Ability to occasionally lift up to 15 pounds
Ability to travel to Denver quarterly for meetings and organizational activities
Active CPA preferred
Non-profit or association experience preferred
Sage Intacct experience, ideally including an implementation, preferred
Martus, Ramp or similar tool experience preferred
Public accounting audit background preferred
AMS-to-GL integrations experience preferred

Benefits

Comp & perks

Medical, dental, and vision insurance
401(k) retirement plan with employer match
Paid time off
Paid holidays
Life and disability insurance
Flexible spending accounts
Employee assistance resources
Professional development opportunities