Corporate Controller

Company : Apollon Wealth Management

Job Description - Corporate Controller

Corporate Controller
Reports to: Head of Finance
Status: Exempt
Work Location: Hybrid

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)

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Corporate Controller

Job Description - Corporate Controller

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