Controller

Description

At Larson Financial Holdings, LLC, we are seeking an experienced Controller, CPA to lead the accounting function and own the preparation and integrity of the company’s GAAP financial statements within a fast-growing, diversified financial services organization.  

We believe success is built by people who are goal-oriented, lead with a servant heart, and demonstrate a warrior spirit in everything they do. As a key member of our finance leadership team, the Controller will bring energy, initiative, and integrity to their work while supporting both our clients and colleagues through strong financial stewardship and collaboration. 

This role offers the opportunity to make a meaningful impact in an organization committed to helping employees thrive. In return for your leadership and expertise, Larson is dedicated to supporting your growth by providing the resources, mentorship, and opportunities needed to flourish both personally and professionally. We’re confident you’ll find this opportunity both challenging and rewarding. 

Responsibilities:  

• As Controller, you’ll partner and cultivate relationships with our leadership team to identify and manage various technical accounting and financial reporting opportunities 
• You will evaluate, analyze and issue US GAAP and/or IFRS accounting, as well as SEC reporting position papers for publicly traded and private companies, including private companies seeking public registration 
• You’ll develop strategies to solve complex business problems using new ways of thinking, and devise solutions to support your clients’ needs through using the latest tools and methods 
• You will also be a mentor and provide performance development to teams as you oversee the successful completion of project work plans 
• You promote a positive team culture that fosters open communication among all engagement team members 
• You create development opportunities for others, including participating in the creation and rollout of technical accounting training, and ways for your team to improve our clients and communities 
• Implementation of accounting pronouncement transitions (e.g. lease accounting, revenue recognition, CECL etc.), reconciliation and restatements 
• Public company readiness efforts and SEC reporting requirements 
• Evaluating, summarizing, organizing, and interpreting data 
• Establishing and cultivating business relationships and a professional network, including with senior executives 

Accounting & Close Ownership 

• Own and manage the monthly, quarterly, and annual close process across all entities 
• Ensure timely, accurate, and complete financial statements prepared in accordance with GAAP 
• Review and approve journal entries, account reconciliations, and close support 
• Maintain a disciplined close calendar and enforce deadlines 

GAAP, Technical Accounting & Judgment 

• Serve as the primary authority on GAAP, accounting policy, and technical accounting matters 
• Research, document, and implement accounting treatment for complex transactions (M&A, equity, intercompany, leases, revenue) 
• Maintain accounting policies, procedures, and documentation 

Audit, Tax & External Relationships 

• Lead all external audits, reviews, and examinations 
• Act as the primary point of contact for external auditors and tax advisors 
• Manage audit planning, PBC requests, issue resolution, and final deliverables 
• Coordinate with tax advisors to ensure timely and accurate filings (income, sales/use, payroll, etc.) 

Internal Controls & Risk Management 

• Design, implement, and maintain effective internal controls 
• Identify financial and operational risks and implement mitigation strategies 
• Ensure compliance with internal policies and applicable regulatory requirements 

Systems & Process Governance 

• Own the accounting system of record (NetSuite) and related subledgers 
• Ensure system configuration supports GAAP compliance and scalable processes 
• Partner with FP&A and IT on data integrity, integrations, and process improvements 
• Drive continuous improvement in accounting workflows and efficiency 

Leadership & Team Development 

• Lead and develop the accounting team, setting clear expectations and accountability 
• Provide coaching, review work product, and support professional growth 
• Establish clear ownership across accounting roles to avoid duplication and gaps 

Partnership & Communication 

• Partner with the CFO on accounting implications of strategic initiatives 
• Collaborate with FP&A, Commissions, and Operations to ensure clean handoffs and data accuracy 
• Clearly communicate accounting outcomes, risks, and issues to leadership 

Requirements

• Bachelor’s degree in Accounting, Finance, or related field 
• CPA certification required 
• ?Minimum of 7 years of accounting experience 
• Public accounting experience strongly preferred? 
• Strong knowledge of GAAP, technical accounting and financial regulations 
• Demonstrated ownership of month-end close and audit 
• NetSuite or comparable ERP experience 
• Experience with multi-entity and intercompany accounting 
• Strong analytical and problem-solving skills 
• Advanced Excel skills 
• Proven ability to lead, review, and develop accounting staff 
• Strong communication, judgment, and organizational skills 
• Ability to work under pressure and meet tight deadlines 
• Knowledge of tax compliance and reporting 

Benefits:

• Profit Sharing Bonus Program 
• 401(k) with Employer Match (up to 4%)? 
• Comprehensive Medical, Dental, and Vision Insurance? 
• Company-paid Long-term Disability, Life Insurance, and EAP 
• Voluntary Short-term Disability and Supplemental Insurance? 
• Generous PTO (112 hours after 90 days) + 12 Paid Holidays? 
• Training, Development, and Educational Opportunities? 
• Company Events, Recognition Awards, and Team Activities