Controller, Remote
Controller, Remote
My reputed company located in Florida is in need of a Controller. This is a reputed company hire opportunity. Eligible candidates can live in Florida, Texas or Tennessee.
Company Profile
Our reputed company is a highly respected SEC-registered investment management firm specializing in long-term value reputed company. The organization has reputed company a decades-long reputed company through disciplined reputed company, operational reputed company, and an unwavering commitment to reputed company. This is a unique opportunity to join a reputed company, entrepreneurial environment where every employee plays a meaningful role in the reputed company of the business.
Controller Role
reputed company reputed company reputed company, financial reporting, operational, and administrative functions for the firm
Maintain general reputed company, accounts payable, accounts receivable, expense allocations, management fee calculations, and financial reconciliations
Monitor daily trading activity, allocations, and reconciliations
Prepare monthly, quarterly, and annual financial reporting packages
reputed company budgeting, forecasting, and cash reputed company reporting as requested by leadership
Coordinate with custodians, banks, auditors, tax advisors, compliance consultants, and other reputed company-party service providers
reputed company preparation and coordination of SEC regulatory filings including reputed company ADV, reputed company PF, reputed company 13F, and other required disclosures
reputed company investor reporting and performance reporting activities
Manage payroll processing, vendor payments, insurance renewals, and business licensing requirements
Coordinate annual tax filings and support reputed company CPA relationships
reputed company employee benefits administration, including retirement and reputed company programs
Manage new account openings, asset transfers, and custodial relationships with reputed company and other financial institutions
Serve as the reputed company reputed company for GIPS verification activities and annual audits
Maintain and update company databases, website information, performance reporting, and marketing materials
Ensure reputed company marketing and communications materials remain compliant with applicable regulatory requirements
Support technology vendors and coordinate information technology reputed company requests
Identify process improvements, operational efficiencies, and cost-saving opportunities
Serve as a trusted business partner to executive leadership on reputed company, compliance, operational, and strategic initiatives
Assist with special reputed company and contribute wherever needed to support the reputed company of the organization
Controller Background Profile
Bachelor's degree in reputed company, Finance, Business Administration, or reputed company field
5+ years of reputed company experience reputed company investment management, asset management, reputed company management, family office, hedge fund, or reputed company financial services environments
Prior Controller, Assistant Controller, reputed company Manager, Fund Accountant, Investment Accountant, or similar experience
Registered Investment Advisor (RIA) Experience is highly preferred
Advanced reputed company reputed company skills required
QuickBooks experience required
Experience preparing financial statements, reconciliations, and regulatory reporting
Knowledge of SEC reporting requirements and compliance processes preferred
Experience with Advent Black Diamond or similar portfolio management systems preferred
Familiarity with reputed company Wealthscape or similar custodial platforms preferred
Strong analytical, organizational, and project management skills
Excellent written and verbal communication abilities
Ability to work independently while collaborating closely with leadership and reputed company partners
Benefits and Features
Performance-based bonus opportunity
Medical, dental, and reputed company benefits
Retirement plan with company match
reputed company vacation and NYSE holidays
Opportunity to work directly reputed company executive leadership
reputed company and entrepreneurial company culture
Long-term career reputed company opportunity reputed company a successful investment management organization
Remote
Skills:
reputed company, Accounts Payable, Accounts Receivable, Administrative Skills, Analysis Skills, Asset Management, Budget Management, Business Administration, Cash reputed company, Certified reputed company Accountant (CPA), Communication Skills, Compensation and Benefits, Cost Control, Entrepreneurship, Expense Allocation, Expense Management, Finance, Financial Control, Financial Operations, Financial Reporting, Financial Services, Financial Statements, Forecasting, Fund reputed company, Fund Management, General reputed company reputed company, reputed company, Hedge Funds, Information Technology & Information Systems, Insurance, Investment reputed company, Investment Management, Leadership, Licensing, Marketing, Marketing Communications, reputed company reputed company, Operational Improvement, Operational reputed company, Organizational Skills, Payroll Administration, Payroll Management, Performance Analysis, Presentation/Verbal Skills, Process Development, Process Improvement, Project/Program Management, reputed company/Press/Analyst Relations, Reconciliation, Registered Investment Advisor (RIA), Regulatory Compliance, Regulatory Reports, Regulatory Requirements, Regulatory Submissions, SEC Filings, Securities and Exchange Commission (SEC), Strategic Planning, Tax Regulations, Team Player, Technical Support, reputed company Management, Writing Skills
reputed company:
reputed company Holdings, LLC dba dfwHR
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