Controller

🔥 16 hours ago

⛰️ Colorado – Remote

⛰️ Colorado – Remote

💵 $115k - $130k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

⛔️ Financial Controller

👻 Ghost score 0%

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Investments & Wealth Institute

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1985

📚 Education

💸 Finance

🤝 Non-profit

Education • Finance • Non-profit

Investments & Wealth Institute is an association created for and by financial advisors that provides advanced professional education, nationally recognized certifications, continuing education (CE), conferences, publications, and member services focused on investment management, wealth management, and retirement planning. The Institute administers major designations such as CIMA (Certified Investment Management Analyst), CPWA (Certified Private Wealth Advisor), and RMA (Retirement Management Advisor), runs online courses and certificate programs, hosts industry conferences and webinars, and offers resources, partner solutions, scholarships, and accreditation support to advisory firms and individual practitioners.

📋 Description

• 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

• 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

• 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