Financial Controller

Allworth Financial•Dallas, TX

12d•Hybrid

About The Position

The Financial Controller oversees Allworth Financial’s accounting and financial reporting departments, ensuring the accuracy and regulatory compliance of financial records, reports, and statements. The role provides technical and operational leadership across accounting functions and manages a team of nine associates. It also supports the firm’s continued growth through accounting oversight of acquisitions and integrations, payroll and benefits, financial systems and controls, and broker-dealer business. This is a full-time, exempt hybrid position reporting into the Addison, Texas office.

Requirements

Certified Public Accountant (CPA) or similar qualification.
At least 8 years of managerial experience in accounting, preferably across both public-company and private-equity-backed firm environments.
In-depth knowledge of accounting principles.
Strong leadership, organizational, and communication skills.

Nice To Haves

Experience in wealth management, asset management, insurance, or real estate investment.

Responsibilities

Provide technical and operational leadership across accounting functions.
Manage the accounting team of nine associates, including hiring, training, and supporting their development as the firm grows.
Ensure accurate and timely monthly, quarterly, and annual accounting close processes and reporting, and adherence to applicable accounting pronouncements.
Lead accounting diligence and integration for acquired businesses, ensuring associates are supported through transitions.
Assist the team responsible for managing firm payroll and benefits.
Implement and oversee financial systems, processes, and controls to safeguard company assets and ensure the integrity of financial data.
Ensure appropriate accounting for broker-dealer-related business.

Benefits

Medical plans through Blue Shield (PPO and HDHP with HSA) and Kaiser (HMO) for California associates.
Dental insurance with MetLife.
Vision insurance with 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.
15 days of annual paid time off for non-exempt associates during their first three years of employment.
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.