Experienced Financial Controller for a Growing Business Needed

Confidence Wealth Managment

8h•Remote

About The Position

Confidence Wealth Management is seeking an experienced Financial Controller to take ownership of the firm’s financial operations and strengthen the financial discipline that supports our business. This role is for someone who is highly organized, accurate, discreet, and capable of managing financial processes in a direct, fast-moving, high-accountability environment. The right person will not simply complete finance tasks — they will own the financial operating rhythm, identify risks before they become problems, improve systems, and help leadership make better decisions. We are looking for someone who understands that clean financial operations are part of the firm’s trust infrastructure. Payroll, contractor payments, reporting, cash flow, reconciliations, controls, and approvals must be handled with precision, confidentiality, and urgency. This is not a role for someone who needs constant direction, avoids hard conversations, or waits for problems to become obvious. It is a role for someone who takes ownership, communicates clearly, delivers on deadlines, and brings structure to financial operations.

Requirements

Extensive experience as a Financial Controller, Finance Manager, Senior Accountant, or similar role
Strong understanding of payroll, contractor payments, transfers, budgeting, forecasting, and financial reporting
Experience managing or supporting remote teams, contractors, and international payments
Strong knowledge of accounting principles, reconciliations, and financial controls
Excellent attention to detail and accuracy
Ability to work independently and take ownership of finance operations
Strong Excel or Google Sheets skills
Clear, direct, professional communication
Strong judgment when handling sensitive financial information
High level of confidentiality, integrity, and reliability
Comfort working in a fast, results-first, high-accountability environment
Experience with accounting and finance tools such as QuickBooks, Xero, Payoneer, NetSuite, Gusto, Deel, Wise, Bill.com, or similar platforms

Nice To Haves

Experience supporting RIAs, financial services firms, professional services firms, startups, agencies, SaaS companies, or remote-first businesses
Familiarity with multi-currency payments and international contractor management
Experience building or improving financial processes from the ground up
Ability to create clear management reports, budget models, and cash flow summaries
Experience creating month-end close checklists or recurring finance operating procedures
CPA, ACCA, CIMA, or equivalent qualification

Responsibilities

Coordinate payroll processes and review payroll activity for accuracy
Manage contractor payments and ensure supporting documentation is complete
Oversee vendor invoices, payment timing, and payment approvals
Track accounts payable and accounts receivable activity
Support bank transfers and ensure proper authorization and documentation
Maintain organized financial records and supporting documentation
Prepare monthly, quarterly, and annual financial reports
Create leadership-ready financial summaries
Track cash flow and upcoming obligations
Support budget planning, forecasting, and budget vs. actuals analysis
Identify trends, risks, variances, and opportunities for improvement
Translate financial information into clear, useful insights for leadership
Strengthen financial controls across payroll, payments, expenses, vendors, and reporting
Identify gaps, inefficiencies, or risks in current finance processes
Build or improve recurring finance workflows
Create documentation, checklists, and controls where needed
Recommend tools, systems, or process changes to improve accuracy and efficiency
Support tax documentation and compliance coordination as needed