Controller

Job Description

Annex Wealth Management LLC is seeking a talented and experienced Controller to join their growing team in Brookfield. As a Controller, you will play a crucial role in maintaining the financial health of the company, providing insightful analysis, and ensuring accurate reporting.

Responsibilities

• Prepare and analyze financial statements, including monthly closing procedures and annual reports.
• Implement and maintain effective internal controls to ensure the accuracy and integrity of financial data.
• Manage all aspects of corporate borrowing, from analyzing options and negotiating terms to overseeing debt and advising on financial implications.
• Develop and monitor budgets, forecasting cash flow and identifying potential financial risks.
• Provide timely and accurate financial reports and analysis to support management decision-making.
• Assist with basic accounting tasks such as data entry, reconciliations, and journal entries.
• Assist with administration and analysis of company benefits programs, ensuring compliance and employee satisfaction.

Requirements

• Bachelor's degree in Accounting or Finance (CPA preferred).
• Minimum of 3-5 years of experience in a similar Controller role.
• Strong understanding of GAAP accounting principles.
• Proficiency in accounting software, such as QuickBooks.
• Excellent analytical and problem-solving skills.
• Ability to work independently and as part of a team.
• Strong communication and interpersonal skills.

Benefits

Annex Wealth Management offers competitive compensation and benefits, including paid short and long term disability, vacations, and a 401(k) plan, in appreciation of your leadership, talent, time, and commitment.