Job Description
Controller FP&A Focus
Wealth Management
A growing wealth management firm is seeking a Controller with a strong FP&A focus to lead forecasting, financial planning, and strategic analysis while maintaining oversight of core accounting functions. This role is heavily oriented toward forward-looking finance, growth planning, and providing leadership with clear, actionable financial insight. This is a full-time, in-office position and is ideal for someone who thrives in a collaborative environment, values proximity to decision-making, and wants to play a key role in shaping the financial future of a growing financial services business. Key Responsibilities
FP&A and Strategic Finance
• Own firm-wide forecasting, budgeting, and long-range financial planning
• Build and maintain financial models to support growth, hiring, and revenue expansion
• Analyze trends in AUM growth, revenue, expenses, and profitability
• Develop KPIs and dashboards to provi...