Experienced Financial Controller

🔥 18 minutes ago

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Confidence Wealth Management

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2002

💸 Finance

💼 Consulting

Finance • Consulting

Confidence Wealth Management is a fiduciary boutique wealth management firm that builds integrated financial plans for individuals, families, and business owners. They focus on coordinating investment management with tax planning, estate planning, asset protection, and business-owner strategies (including exit planning) to identify planning gaps and align wealth with long-term goals. The firm emphasizes a multi-disciplinary, multi-advisor team approach, coordinates with external CPAs and estate attorneys when specialized advice is needed, and does not provide legal advice. Services highlighted include investment planning and management, tax planning coordination, estate planning coordination, asset protection, beneficial business structures for owners, and specialized business-exit financial planning.

📋 Description

• Managing and improving key financial operations across the firm, including payroll coordination, contractor payment management, vendor payment administration • Budget planning and forecasting • Monthly, quarterly, and annual financial reporting • Cash flow tracking, planning, and visibility • Expense management, categorization, and reconciliation • Financial controls and process improvements • Tax documentation and compliance coordination support • Preparation of financial summaries for leadership • Identification of financial risks, inefficiencies, and areas for improvement • Documentation of finance processes, controls, and recurring procedures

🎯 Requirements

• Extensive experience as a Financial Controller, Finance Manager, Senior Accountant, or similar role • Strong understanding of payroll, contractor payments, transfers, budgeting, forecasting, and financial reporting • Experience managing or supporting remote teams, contractors, and international payments • Strong knowledge of accounting principles, reconciliations, and financial controls • Excellent attention to detail and accuracy • Ability to work independently and take ownership of finance operations • Strong Excel or Google Sheets skills • Clear, direct, professional communication • Strong judgment when handling sensitive financial information • High level of confidentiality, integrity, and reliability • Comfort working in a fast, results-first, high-accountability environment • Experience with accounting and finance tools such as QuickBooks, Xero, Payoneer, NetSuite, Gusto, Deel, Wise, Bill.com, or similar platforms

🏖️ Benefits

• Health insurance • 401(k) matching • Flexible work hours • Paid time off • Remote work options