Financial Controller

Allworth Financial•Dallas, TX

10d•Hybrid

About The Position

The Financial Controller oversees Allworth Financial’s accounting, billing, and payroll departments, ensuring financial records, reports, and statements are accurate and compliant with applicable laws and regulations. The role provides technical and operational leadership across accounting functions and manages a team of 10 associates, supporting hiring, training, and development as the firm grows. The position leads monthly, quarterly, and annual accounting close and reporting; accounting diligence and integration for acquired businesses; client billing based on assets under management and related advisor variable compensation; payroll and benefits operations; financial systems, processes, and controls; and accounting for broker-dealer-related business. This is a full-time, exempt hybrid position reporting into the Addison, Texas office.

Requirements

CPA or similar qualification.
At least 8 years of managerial experience in accounting.
In-depth knowledge of accounting principles.
Strong leadership and communication skills.

Nice To Haves

Series 27 or Series 28 certification preferred.
Experience in a combination of public company and private equity-backed firm environments preferred.
Experience in wealth management, asset management, insurance, or real estate investment preferred.

Responsibilities

Provide technical and operational leadership across accounting functions.
Manage a team of 10 accounting associates, including hiring, training, and supporting their development.
Ensure accurate and timely monthly, quarterly, and annual accounting close processes and reporting.
Lead accounting diligence and integration for acquired businesses, supporting associates through transitions.
Manage the team responsible for client billing based on assets under management and associated advisor variable compensation processes.
Oversee the team responsible for firm payroll and benefits.
Implement and oversee financial systems, processes, and controls to safeguard company assets and ensure financial data integrity.
Ensure appropriate accounting for broker-dealer-related business.

Benefits

Medical insurance options, including Blue Shield PPO and HDHP with HSA plans and Kaiser HMO plans for California associates.
Dental insurance through MetLife.
Vision insurance through VSP.
Optional supplemental benefits.
Healthcare savings accounts with company contribution.
Flexible spending accounts.
Flexible working arrangements.
Generous 401(k) contributions.
Flexible paid time off for exempt associates.
11 paid holidays.
Option to participate in the Equity Purchase Program; contract, intern, and part-time employees are not eligible.
Future growth opportunities within the company.