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Reston, VA
An award winning wealth management firm is seeking a Controller to support the company's continued rapid growth. The Controller is an important leadership position for the firm and will oversee the accounting and finance function for the entire organization. Reporting to the CFO, the Controller's primary responsibilities will include:
  • Preparation of the monthly financial statement package
  • Preparation of the annual budget and ongoing monitoring/analysis/reporting of budget vs. actual results
  • Managing and mentoring the Senior Accountant
  • Recording the quarterly client billing activity, ensuring accurate recognition by client, relationship manager and referral source
  • Evaluating profitability and return on investment of various projects and strategic initiatives
  • Recommending, implementing, and enforcing the internal controls, policies, and procedures established

  • Bachelors Degree in Accounting or Finance required
  • CPA strongly preferred
  • Advanced proficiency in Microsoft Excel; experience with Intacct or similar system a plus
  • Ability to establish and maintain effective working relationships with all levels of management and staff throughout the organization
  • Detail oriented with strong analytical skills

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