<p><strong>Financial Operations & Controls</strong></p><ul><li>Collaborate with the current Controller to design, implement, and maintain accounting policies, internal controls, and standardized procedures.</li><li>Oversee day-to-day accounting operations, including general ledger oversight, account reconciliations, month-end and year-end close activities.</li><li>Ensure accuracy, timeliness, and compliance in all financial reporting, including regulatory requirements relevant to wealth management.</li></ul><p><strong>Process Improvement & Scalability</strong></p><ul><li>Identify gaps or inefficiencies within current workflows and build scalable processes to support future growth.</li><li>Create documentation, process maps, and SOPs that ensure consistency and alignment across the finance function.</li><li>Drive continuous improvement initiatives to enhance accuracy, speed, and automation within the department.</li></ul><p><strong>Systems & Technology</strong></p><ul><li>Assess existing financial systems and tools; evaluate opportunities to optimize or replace them.</li><li>Lead or support the exploration of new ERP platforms, including requirements gathering, vendor assessment, and readiness planning.</li><li>Serve as a key stakeholder in future finance technology implementations, partnering closely with IT and cross‑functional teams.</li></ul><p><strong>Strategic Partnership</strong></p><ul><li>Work closely with the CFO, senior leadership, and cross‑functional teams to support strategy, operational planning, and financial analysis.</li><li>Provide insights to improve decision-making, strengthen financial transparency, and support the company’s long-term growth.</li><li>Mentor, support, and help scale the accounting team as the department grows.</li></ul><p><br></p>

<p><strong>Required</strong></p><ul><li>Bachelor’s degree in Accounting, Finance, or related field.</li><li>CPA or equivalent certification strongly preferred.</li><li>7–12 years of progressive accounting experience, ideally including leadership or Controller‑level responsibilities.</li><li>Strong understanding of GAAP and financial reporting requirements.</li><li>Experience building or formalizing policies, procedures, and internal controls.</li><li>Demonstrated success improving processes and implementing scalable financial systems.</li></ul><p><strong>Preferred</strong></p><ul><li>Experience in the Wealth Management, Financial Services, or Investment Management sectors.</li><li>Hands-on involvement with evaluating or implementing ERP systems.</li><li>Ability to operate effectively in both strategic and detailed, tactical capacities.</li><li>Excellent communication, project management, and change management skills.</li></ul><p><br></p>

<p>Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.</p> <p>Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more.</p> <p>All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information.</p> <p>© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s <a href="https://www.roberthalf.com/us/en/terms">Terms of Use</a> and <a href="https://www.roberthalf.com/us/en/privacy">Privacy Notice</a>.</p>