VP, Assistant Controller

Who We Are:

We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With a strong foundation of client relationships, acquisitions, and growth potential, we are in the process of standing up new systems, processes, and controls to support our next phase of expansion. This is a unique opportunity to help shape the tax infrastructure of a high-growth platform from the ground up.

Summary:

The Assistant Controller will support the Controller in managing all aspects of the organization’s accounting functions, ensuring accuracy, compliance, and efficiency in financial reporting and operations. This role will oversee daily accounting activities, manage key financial processes, and contribute to strategic initiatives, internal controls, and system improvements.

Key Responsibilities: 

• Oversee daily general ledger activities, ensuring proper coding, authorization, and accuracy of all postings. 
• Supervise and assist with timely and accurate reconciliation of all correspondent bank accounts, on a daily to monthly basis. 
• Manage accounts payable, prepaid expenses, and cash balance monitoring. 
• Partner with the Controller and various departments to resolve day-to-day accounting issues. 
• Coordinate external audits, tax compliance. Design, implement, and maintain effective internal controls, accounting policies, and procedures to ensure accuracy, compliance, and efficiency. 
• Oversee the preparation and review of internal, external, and regulatory financial reports. 
• Perform monthly and quarterly variance analysis and financial statement consolidation. 
• Suggest and implement system upgrades, workflow enhancements, and automation initiatives to streamline routine accounting processes. 
• Support cross-functional projects such as system upgrades, corporate initiatives, and special analyses. 
• Provide technical accounting research and guidance on complex transactions as needed. 
• Monitor and approve expense processes to prevent and detect errors or fraudulent transactions.

 

Qualifications: 

• Bachelor’s degree in Accounting, Finance, or a related field; CPA designation strongly preferred. 
• 7+ years of progressive accounting/finance experience, including at least 5 years in an Assistant Controller role or equivalent positions. 
• Experience in carve-out, stand-up, or private equity-backed environments is highly desirable.
• Background in wealth management, financial services, or asset management industries is a plus. 
• Demonstrated success in implementing ERP/accounting systems and establishing financial processes from the ground up. 
• Strong technical accounting expertise in US GAAP, with experience reporting to private equity stakeholders. 
• Entrepreneurial, hands-on approach with the ability to thrive in fast-paced and evolving environments. 
• Proven leadership skills, with the ability to collaborate across departments and effectively manage a team.

What We Offer:   

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $128,000 – $184,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.  

Wealthspire is an inclusive Equal Employment Opportunity employer.   

Equal Opportunity Employer
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