Job Description
Job Description
Salary : $110,000 - $130,000
About Arcadia Financial
At Arcadia Financial, we are redefining financial services by helping clients fearlessly live every day like its Saturday. Our world-class, five-star firm caters to the millionaire next door, providing expert financial guidance with a personalized approach. If you're passionate about empowering clients to achieve financial freedom and thrive in a dynamic, growth-oriented environment, wed love to meet you.
Overview
The Controller oversees Arcadias accounting operations and financial systems, ensuring accuracy, efficiency, and strategic insight across all business units. This role manages day-to-day financial processesincluding bookkeeping, payroll, and commission reconciliationwhile building forward-looking budgets and forecasts that help guide the firms growth. Partnering closely with the COO, CEO, and department heads, the Controller drives financial clarity, discipline, and scalability across the organization.
Key Responsibilities
Financial Management & Reporting
- Lead all accounting functions, including bookkeeping, general ledger, payroll, and commission reconciliation.
- Own vendor payments, expense reimbursements, and credit card reconciliations.
- Ensure timely and accurate month-end close and financial reporting.
- Establish clear reporting cadences and dashboards for leadership visibility.
- Coordinate with external accountants for tax preparation and audit support as needed.
Budgeting & Forecasting
Partner with department heads to build and maintain annual budgets, aligning spend with strategic goals.Deliver monthly variance reports and forecast updates to leadership.Support scenario modeling for hiring, new initiatives, and margin planning.Monitor budget adherence and proactively recommend adjustments.Compliance & Internal Controls
Maintain sound internal controls to safeguard assets and ensure accuracy of all financial data.Collaborate with Compliance to support SEC and state requirements (e.g., Form ADV financial sections, custodian audits).Manage accounting policies and procedures to ensure alignment with industry standards.Continuously improve financial processes and documentation.Strategic Partnership
Serve as a financial partner to the COO and CEOtranslating data into actionable insights.Recommend process and system improvements to increase financial efficiency, transparency, and scalability.Lead or support cross-department initiatives such as financial system integrations, reporting automation, or compensation model enhancements.Participate in leadership discussions regarding growth planning, expense management, and profitability.Qualifications
Bachelors degree in Accounting, Finance, or related field (CPA strongly preferred).7+ years of progressive accounting and financial management experience, ideally in a multi-entity or professional services environment (RIA experience strongly preferred).Strong operational mindsetcomfortable balancing high-level analysis with hands-on accounting work.Demonstrated success building budgets, forecasts, and management reports for leadership teams.Proficiency with QuickBooks, Excel, and financial reporting tools.Excellent attention to detail, organizational skills, and communication abilities.Success Metrics
Monthly financials delivered by the 10th business day.Department budgets monitored with variance reports distributed monthly.Quarterly forecasts updated and reviewed with leadership.All payroll and reimbursements accurate and on time.Leadership feels confident in financial clarity and decision support.Benefits :
We believe in taking care of the people who take care of our clients. Our benefits are designed to support yourwell-being, growth, and work-life balance, including :
100% employer-paid health, dental, and vision insuranceUnlimited paid time off (PTO) and flexible schedulingShort-term disability, long-term disability, and life insurance fully covered401(k) retirement plan with 4% company matchProfessional development and continuing education opportunitiesCollaborative, people-first culture that values innovation and accountabilityEngaging workplace perks, including team events, community-focused volunteer initiatives and moreArcadia challenges you to fearlessly live every day like its Saturday.
