Reports to :
- SVP of Finance Apollon Wealth Management is seeking a motivated Corporate Controller to join our team. The successful candidate will provide daily oversight of all financial operations, manage the accounting / finance team, and collaborate with key stakeholders to drive financial success for Apollon Holdings, LLC and all wholly owned subsidiaries.
Responsibilities :
Oversee the preparation and analysis of monthly, quarterly, and annual financial statements in compliance with generally accepted accounting principles (GAAP) Ensure timely and accurate financial reporting for Apollon Holdings and its subsidiaries Maintain accounting teams’ tasks within project management tool Asana Track and record internal departmental KPI's and report on weekly team meeting Collaborate with firm leadership & departmental directors on creating efficiencies and strategizing on financial growth and expense control Track and analyze profitability by segments, including location, department, advisor and investment subsidiary Lead and manage a high-performing accounting & finance team, providing guidance and support, fostering a collaborative and results-oriented work environment Provide support to VP of Finance with the annual budget and quarterly projection process Review all partner distributions prepared by senior accountant Facilitate the internal (and any external) audit(s), ensuring compliance with regulatory requirements and address any findings / implement corrective actions as needed Develop, implement, and maintain robust internal controls to safeguard company assets and ensure financial integrity Work closely with tax professionals to ensure accurate and timely tax return preparation Oversee payroll tax compliance with support of revenue and compensation accountant Minimum Education : Bachelor’s Degree in Accounting, Finance, Business or related field Skills and Experience : CPA or related designation(s) preferred Proven experience as a Corporate Controller or in a similar financial leadership role Strong knowledge of GAAP, financial reporting, and internal controls Excellent leadership and team management skills.Exceptional analytical and problem-solving abilities Effective communication skills to interact with various stakeholders Intermediate or greater level in Excel Experience with a multi-entity ERP and other cloud-based accounting software is a plus Firm Requirements :
Must maintain confidentiality Ability to ensure compliance of firm’s policies and procedures Attention to detail with strong oral and written communication skills Ability to prioritize and multitask Strong interpersonal skills Strong organizational and documentation skills Creative, flexible, and persistent in completing tasks Strong initiative; ability to work independently Very experienced in MS Office Suite (Windows, Word, Excel, Email) Powered by JazzHR