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)