Controller

About CG Financial Services

CG Financial Services is a registered investment advisory firm with over 25 years of experience helping individuals, families, and businesses navigate life’s financial complexities. Our multi-disciplinary teams deliver integrated solutions spanning wealth management, retirement planning, tax strategy, business services, and insurance. We are fiduciaries, which means we are always in our clients’ corner. Our culture is built around grit, curiosity, accountability, and a genuine commitment to growing the people and communities we serve.

Why This Role Matters

This role is the financial backbone of the organization, connecting day-to-day operations to long-term strategy and giving senior leadership, managers, and advisors the clarity they need to make confident decisions. The right person will not just manage the numbers but will shape how finance functions as a competitive advantage. That kind of leadership has a direct line to the firm’s ability to serve more clients, hire better talent, and grow with intention.

Core Responsibilities

• Lead all accounting operations, including payroll, accounts payable, accounts receivable, and general ledger management.
• Prepare and present accurate financial reports and analysis to the CEO and senior leadership on a regular cadence.
• Own the annual budgeting and forecasting process, monitoring performance and surfacing variances with actionable recommendations.
• Design, implement, and maintain internal financial controls and accounting policies that scale with the firm.
• Manage and develop the accounting team, setting clear expectations, coaching performance, and building individual capability.
• Coordinate the annual audit process and serve as the primary relationship manager with external auditors.
• Ensure full compliance with GAAP, applicable legal standards, and industry best practices.
• Partner with cross-functional teams to align financial planning with operational and strategic priorities.
• Evaluate and optimize accounting systems (Netsuite) and technology to improve efficiency, accuracy, and reporting capability.

What Success Looks Like

• Financial reports are delivered on time, are accurate, and are presented in a format that supports clear executive decision-making.
• The annual budget process runs smoothly and produces forecasts that reflect both current reality and strategic ambition.
• The finance team operates with clarity, grows professionally, and maintains high engagement under your leadership.
• Internal controls are documented, followed, and updated proactively rather than reactively.
• The annual audit closes cleanly with no material findings.
• Senior leadership turns to you as a trusted financial partner, not just a reporter of results.
• Technology is leveraged and automation is utilized to increase efficiency.

Our Core Values

• Thirst for Knowledge: You are curious and creative, always building expertise and asking the right questions.
• Innovative Problem Solver: You propose solutions, lead by example, and follow through on commitments.
• Self-Motivated: You are proactive, results-oriented, and energized by new challenges.
• Authentic: You lead with honesty and integrity in everything you do.
• Positively Impact People: You are committed to growing those around you and striving for collective success.

Compensation & Benefits

• Competitive base salary plus discretionary performance bonuses
• Paid time off
• Safe Harbor 401(k) and discretionary profit sharing
• Health benefits, life insurance, and ancillary insurances
• Free financial planning for employees
• Volunteer and community outreach opportunities

Required

Bachelor’s degree in accounting or finance.

Proven experience as a Controller or senior finance leader with hands-on ownership of the full accounting function.

Deep working knowledge of budgeting, financial reporting, payroll, accounts payable and receivable, and general ledger.

Experience managing and developing a small finance team.

Ability to translate complex financial information into clear, accessible language for executive and non-financial audiences.

Track record of building or improving internal controls and accounting processes.

Preferred

CPA certification.

Experience in a financial services, RIA, or professional services environment.

Familiarity with accounting systems commonly used in boutique advisory or wealth management firms.

Experience presenting financial results directly to a CEO or board.