Controller - Careers at Robert Half
Robert Half
Controller - Careers at Robert Half
Job Description
About the Controller Role at Our Wealth Management Firm
Join a prestigious wealth management firm in Mount Kisco, New York, as our full-time Controller. This pivotal leadership position offers the chance to oversee all accounting functions while playing a key role in strategic initiatives that drive firm growth. As Controller, you will ensure financial accuracy, compliance, and efficiency in a fast-paced environment serving high-net-worth clients. With a competitive salary starting at $150,000, this role is ideal for seasoned accounting professionals from public accounting backgrounds seeking to make an impact in private wealth management. Robert Half is proud to partner with this dynamic firm to find top talent for this critical position.
Why This Controller Position Stands Out
Mount Kisco, NY, located in beautiful Westchester County, offers an exceptional quality of life with proximity to New York City. Our firm specializes in delivering tailored financial services to affluent clients, and your expertise will directly contribute to their success and our expansion. This isn't just an accounting job—it's a strategic partnership where your insights on regulatory risks, process improvements, and financial planning will shape the firm's future.
Key Responsibilities
The Controller will lead comprehensive accounting operations with a focus on precision and proactive problem-solving. Daily tasks include supervising accounts payable, receivable, general ledger maintenance, and bank reconciliations to maintain flawless financial records. You will prepare detailed monthly, quarterly, and annual financial statements that empower executive decision-making.
Budget development and cash flow forecasting will be central to your role, ensuring the firm's ongoing financial health amid growth. Tax coordination is crucial—from documentation to filings—all while upholding strict compliance standards. Enhance internal controls, streamline procedures, and stay ahead of regulatory changes to fortify operations.
Collaborate cross-functionally to deliver elite financial planning and accounting services to high-net-worth individuals. Drive system upgrades and process innovations, support ad hoc analyses, and provide leadership with expert guidance on compliance and risks. Your contributions will span operational excellence to strategic advisory.
Required Qualifications
We seek a detail-oriented, proactive Controller with public accounting experience and a passion for wealth management. A Bachelor's in Accounting or Finance is required, with CPA certification strongly preferred. Bring 7+ years in progressive roles, demonstrating expertise in GAAP, financial reporting, and client-facing services.
Proficiency in accounting software like QuickBooks or ERP systems is essential, alongside strong analytical skills for budgeting, forecasting, and special projects. Leadership experience in team oversight, internal controls, and regulatory compliance is non-negotiable. Excellent communication and collaboration abilities will help you thrive in our client-centric culture.
Why Join Us
At our Mount Kisco wealth management firm, you'll enjoy a rewarding career with substantial benefits. Earn $150,000–$170,000 base salary, plus performance bonuses. Comprehensive benefits include health insurance, 401(k) matching, PTO, and professional development support. Work in a collaborative, growth-oriented environment where your public accounting background translates to high-impact private sector success.
Robert Half streamlines your application—send your resume to Joe Ciavardini via LinkedIn or joe.ciavardini@roberthalf.com. SEO keywords: Controller jobs Mount Kisco NY, wealth management accounting careers, CPA public accounting roles Westchester. Elevate your career today in this strategic Controller position! (Word count: 728)
Locations
- Mount Kisco, New York, United States
Salary
150,000 - 170,000 USD / yearly
150,000 - 170,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Accounting Operationsintermediate
- Financial Statements Preparationintermediate
- Budgeting and Cash Flow Managementintermediate
- Tax Compliance and Filingsintermediate
- Internal Controlsintermediate
- Regulatory Complianceintermediate
- Financial Planningintermediate
- Process Optimizationintermediate
- Financial Analysisintermediate
- Public Accounting Expertiseintermediate
Required Qualifications
- Bachelor's degree in Accounting, Finance, or related field (experience)
- CPA certification preferred (experience)
- 7+ years of progressive accounting experience, including public accounting (experience)
- Strong knowledge of GAAP and financial regulations (experience)
- Proven leadership in overseeing accounting teams (experience)
- Experience serving high-net-worth clients in wealth management (experience)
- Proficiency in accounting software (QuickBooks, ERP systems) (experience)
- Excellent analytical and problem-solving skills (experience)
- Detail-oriented with strong organizational abilities (experience)
- Ability to collaborate with executives and stakeholders (experience)
Responsibilities
- Oversee daily accounting operations including accounts payable, accounts receivable, general ledger, and bank reconciliations
- Prepare accurate monthly, quarterly, and annual financial statements for executive review
- Develop and manage budgets and cash flow projections to ensure financial stability
- Coordinate tax documentation and filings while ensuring compliance with regulations
- Strengthen internal controls and optimize accounting procedures for efficiency
- Maintain compliance with regulatory requirements and implement best practices
- Collaborate with team to provide financial planning, tax coordination, and accounting services to high-net-worth clients
- Contribute to system improvements and process enhancements supporting firm growth
- Assist leadership with ad hoc financial analysis and special projects
- Provide strategic guidance on regulatory risks and compliance practices
Benefits
- general: Competitive salary range of $150,000+ annually
- general: Comprehensive health, dental, and vision insurance
- general: 401(k) retirement plan with company match
- general: Generous paid time off and holiday schedule
- general: Professional development and CPA reimbursement programs
- general: Dynamic work environment in wealth management
- general: Opportunity for strategic involvement and career growth
- general: Collaborative team culture focused on high-net-worth client service
- general: Modern office in vibrant Mount Kisco location
- general: Performance-based bonuses and incentives
Tags & Categories
Answer 10 quick questions to check your fit for Controller - Careers at Robert Half @ Robert Half.
Related Books and Jobs
Controller - Careers at Robert Half
Robert Half
Controller - Careers at Robert Half
Job Description
About the Controller Role at Our Wealth Management Firm
Join a prestigious wealth management firm in Mount Kisco, New York, as our full-time Controller. This pivotal leadership position offers the chance to oversee all accounting functions while playing a key role in strategic initiatives that drive firm growth. As Controller, you will ensure financial accuracy, compliance, and efficiency in a fast-paced environment serving high-net-worth clients. With a competitive salary starting at $150,000, this role is ideal for seasoned accounting professionals from public accounting backgrounds seeking to make an impact in private wealth management. Robert Half is proud to partner with this dynamic firm to find top talent for this critical position.
Why This Controller Position Stands Out
Mount Kisco, NY, located in beautiful Westchester County, offers an exceptional quality of life with proximity to New York City. Our firm specializes in delivering tailored financial services to affluent clients, and your expertise will directly contribute to their success and our expansion. This isn't just an accounting job—it's a strategic partnership where your insights on regulatory risks, process improvements, and financial planning will shape the firm's future.
Key Responsibilities
The Controller will lead comprehensive accounting operations with a focus on precision and proactive problem-solving. Daily tasks include supervising accounts payable, receivable, general ledger maintenance, and bank reconciliations to maintain flawless financial records. You will prepare detailed monthly, quarterly, and annual financial statements that empower executive decision-making.
Budget development and cash flow forecasting will be central to your role, ensuring the firm's ongoing financial health amid growth. Tax coordination is crucial—from documentation to filings—all while upholding strict compliance standards. Enhance internal controls, streamline procedures, and stay ahead of regulatory changes to fortify operations.
Collaborate cross-functionally to deliver elite financial planning and accounting services to high-net-worth individuals. Drive system upgrades and process innovations, support ad hoc analyses, and provide leadership with expert guidance on compliance and risks. Your contributions will span operational excellence to strategic advisory.
Required Qualifications
We seek a detail-oriented, proactive Controller with public accounting experience and a passion for wealth management. A Bachelor's in Accounting or Finance is required, with CPA certification strongly preferred. Bring 7+ years in progressive roles, demonstrating expertise in GAAP, financial reporting, and client-facing services.
Proficiency in accounting software like QuickBooks or ERP systems is essential, alongside strong analytical skills for budgeting, forecasting, and special projects. Leadership experience in team oversight, internal controls, and regulatory compliance is non-negotiable. Excellent communication and collaboration abilities will help you thrive in our client-centric culture.
Why Join Us
At our Mount Kisco wealth management firm, you'll enjoy a rewarding career with substantial benefits. Earn $150,000–$170,000 base salary, plus performance bonuses. Comprehensive benefits include health insurance, 401(k) matching, PTO, and professional development support. Work in a collaborative, growth-oriented environment where your public accounting background translates to high-impact private sector success.
Robert Half streamlines your application—send your resume to Joe Ciavardini via LinkedIn or joe.ciavardini@roberthalf.com. SEO keywords: Controller jobs Mount Kisco NY, wealth management accounting careers, CPA public accounting roles Westchester. Elevate your career today in this strategic Controller position! (Word count: 728)
Locations
- Mount Kisco, New York, United States
Salary
150,000 - 170,000 USD / yearly
150,000 - 170,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Accounting Operationsintermediate
- Financial Statements Preparationintermediate
- Budgeting and Cash Flow Managementintermediate
- Tax Compliance and Filingsintermediate
- Internal Controlsintermediate
- Regulatory Complianceintermediate
- Financial Planningintermediate
- Process Optimizationintermediate
- Financial Analysisintermediate
- Public Accounting Expertiseintermediate
Required Qualifications
- Bachelor's degree in Accounting, Finance, or related field (experience)
- CPA certification preferred (experience)
- 7+ years of progressive accounting experience, including public accounting (experience)
- Strong knowledge of GAAP and financial regulations (experience)
- Proven leadership in overseeing accounting teams (experience)
- Experience serving high-net-worth clients in wealth management (experience)
- Proficiency in accounting software (QuickBooks, ERP systems) (experience)
- Excellent analytical and problem-solving skills (experience)
- Detail-oriented with strong organizational abilities (experience)
- Ability to collaborate with executives and stakeholders (experience)
Responsibilities
- Oversee daily accounting operations including accounts payable, accounts receivable, general ledger, and bank reconciliations
- Prepare accurate monthly, quarterly, and annual financial statements for executive review
- Develop and manage budgets and cash flow projections to ensure financial stability
- Coordinate tax documentation and filings while ensuring compliance with regulations
- Strengthen internal controls and optimize accounting procedures for efficiency
- Maintain compliance with regulatory requirements and implement best practices
- Collaborate with team to provide financial planning, tax coordination, and accounting services to high-net-worth clients
- Contribute to system improvements and process enhancements supporting firm growth
- Assist leadership with ad hoc financial analysis and special projects
- Provide strategic guidance on regulatory risks and compliance practices
Benefits
- general: Competitive salary range of $150,000+ annually
- general: Comprehensive health, dental, and vision insurance
- general: 401(k) retirement plan with company match
- general: Generous paid time off and holiday schedule
- general: Professional development and CPA reimbursement programs
- general: Dynamic work environment in wealth management
- general: Opportunity for strategic involvement and career growth
- general: Collaborative team culture focused on high-net-worth client service
- general: Modern office in vibrant Mount Kisco location
- general: Performance-based bonuses and incentives
Tags & Categories
Answer 10 quick questions to check your fit for Controller - Careers at Robert Half @ Robert Half.
Related Books and Jobs