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Finance - Controller

Finance - Controller

Webull FinancialNew York, New York, United States, 10005
30+ days ago
Job type
  • Full-time
Job description

Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience.

About The Role & Team

The Finance team here at Webull plays a critical role in driving our company's success. This collaborative, hardworking, and fun team operates downstream from every product, getting deep exposure to the company's operations and performance.

We're seeking a Finance Controller to join a world-class Finance team on Wall Street. The ideal candidate is a results-oriented, self-motivated, and forward-thinking accounting professional with a strong background in broker-dealer accounting and regulatory reporting. This role will support the monthly, quarterly, and annual financial reporting functions for the U.S. Broker Dealer and other U.S. subsidiaries in compliance with U.S. GAAP and other regulatory reporting requirements.

In This Role, You Will

  • Management of all aspects of the monthly closing process, for multiple affiliated entities, which includes but is not limited to :

Daily review and approval of journal entries posted to Oracle the Company's ERP system.

  • Daily review and approval of bank reconciliation.
  • Management of the accounts payable and accounts receivable functions, by ensuring all vendor payments are approved and paid in a timely manner as well as ensuring all outstanding receivables are collected on or before the due date.
  • Review and approval of all reconciliations, intercompany expense allocations, month end closing entries & adjustments, and variances analysis and identification of the reasons behind material changes.
  • Preparation of the month end Balance Sheet, P&L, Member's Equity & Cash Flow statements.
  • Continuous assessment of the closing process to identify opportunities for efficiency and automation, as well as implementation of necessary improvements.
  • Preparation and analysis of financial forecasts, budgets, and other internal financial reports.
  • Development, training and management of accounting staff with an emphasis on creating efficiencies in policies and processes, as well as facilitating an effective structure to provide continued success of the team's personal and professional growth.
  • Research, document and analyze new and existing accounting pronouncements to assess any impact on the firm's reporting requirements.
  • Development, implementation & compliance with internal controls, which include but are not limited to documentation, testing, and remediation of any identified deficiencies.
  • Liaison with internal & external auditors, tax accountants, and regulatory examination teams.
  • The Skills You Bring

  • Bachelor's degree (or higher) in Accounting or Finance.
  • 7+ years of previous experience as an Accountant / Senior Accountant.
  • CPA License (certified public accountant).
  • Knowledge of U.S Generally Accepted Accounting Principles (GAAP).
  • A self-motivated, detail-oriented, and entrepreneurial mindset.
  • Strong analytical and problem-solving skills.
  • Proficiency in accounting.
  • What Makes You Stand Out

  • Corporate tax experience
  • Experience working with Oracle Cloud G / L
  • Public audit experience in broker-dealer environments
  • Experience with public company accounting and SOX controls
  • You are an independent thinker with excellent interpersonal and leadership abilities
  • You value shared success and collaboration
  • Why Webull?

    Webull is more than a fintech companywe're a global community of innovators, collaborators, and trailblazers. Headquartered in St. Petersburg, FL, Webull operates in 15 regions worldwide, serving over 20 million users. At Webull, your ideas matter, your voice is heard, and your work makes a real impact.

    Investing in our people is a top priority for us, which is why we have a comprehensive benefits package that includes :

  • Comprehensive Health Coverage : 100% paid medical and dental insurance for employees and dependents, vision insurance, and more!
  • Financial Support : 401(k) match, commuter benefits for NY positions, and short-term disability coverage.
  • Work-Life Balance : Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays.
  • Wellness & Pet Care : Fitness and wellness benefits, plus pet insurance for your furry friends.
  • Investing in Your Future : We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals.
  • Dynamic Office Perks : Catered lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.
  • This role is based in our Wall Street Office (44 Wall Street, NYC), where in-person collaboration fuels growth, mentorship, and innovation.

    EEOC Statement

    Webull is an equal opportunity employer. We're committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued.

    PIf11d758fa72d-30511-38506000

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    Finance Controller • New York, New York, United States, 10005

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