Do you thrive in a positive, supportive, and collaborative work environment? Grow your career with the firm voted one of Connecticut’s Best Places to Work and Connecticut’s #1 Healthiest Employers. Connecticut Wealth Management (CTWM) is a well-established, fast-growing, independent, registered investment advisory firm. CTWM is currently seeking a Controller who will be responsible for planning and directing the accounting operations of the firm. This role will establish, monitor, and ensure internal controls are followed.

Key Responsibilities

• Maintain a documented system of accounting policies and procedures; implement a system of controls over accounting transactions to safeguard assets and minimize risk.
• Prepare the annual budget.
• Prepare cash flow projections.
• Manage the preparation of monthly financial statements. Prepare monthly and quarterly budget to actual and detailed expense reports to analyze significant budget differences.
• Provide financial analysis, with emphasis on capital investments, pricing decisions, and contract negotiations.
• Ensure compliance with local, state, and federal government requirements.
• Assist management with important financial decisions.
• Oversee company credit card.
• Oversee accounts payable and expense management.
• Oversee payroll process.
• Monitor loan activity and debt covenant compliance.
• Oversee Benefits and relationship with Benefits Broker.
• Manage business insurance/relationship with business insurance broker; complete annual insurance applications; review proposals.
• Excellent management skills to oversee the Accounting Manager.
• Keep up to date on best practices in the industry.
• Special projects and other duties as necessary or assigned.
• Manage ad hoc accounting issues as they arise on a day-to-day basis.
• Liaison with accounting firm regarding tax planning, tax preparation, and reviewed financial statement information.
• Manage all financial activity for related real estate entity.

Requirements

• Bachelor’s Degree from an accredited college or university. Degree in Accounting, Business Administration, or Finance preferred.
• CPA License/certificate.
• 7 years of experience. Experience in an RIA firm a plus.
• Proficient in the use of Excel.
• Excellent time management skills and ability to multi-task and prioritize work.
• Excellent written, verbal, and oral communication skills.
• The ability to communicate effectively with teammates and management about the finances of the business and justify certain financial recommendations.
• Exceptional attention to detail.
• Desire to work in a collaborative, team-based environment and adaptable to changing needs and priorities.
• Able to navigate systems and processes, as well identifying potential process improvement.
• Will work based in our Farmington, CT office with partial hybrid work-from-home flexibility.

Why work for us?

CTWM’s mission goes beyond its clients to include its rapidly growing team of driven individuals. The firm is committed to creating career paths and growth opportunities for every team member. For over a decade, CTWM has built an inclusive and fun-loving work environment that aims to build genuine connections with both clients and team members. Additionally, the firm is committed to devoting time and resources to charities and volunteer work in the surrounding community.

Benefits

• Medical, dental & vision insurance (plus full HSAs contribution)
• Firm paid life, long-term & short-term disability.
• Sick time and five (5) weeks paid vacation.
• Hybrid work model
• Parental leave and longevity sabbatical plan
• 401(k) plan with employer contributions
• Firm paid certifications and continuing education opportunities.
• Paid volunteer time▪Robust wellness program & on-site gym
• Career growth and development opportunities

To apply, please send your resume to Deborah Hopper at careers@ctwealthmgmt.com.