A unique opportunity to join one of the nation’s
Top 100 Independent Wealth Management Firms
Stack Financial Management (SFM) is seeking a top-tier Financial Controller who is ready to make an impact as part of a dedicated, high-energy team. This position plays an essential role in maintaining the financial health of the company while contributing to important strategic and business decision-making processes. Located in Whitefish, Montana, our nationally recognized and top-ranked wealth management firm offers a rewarding opportunity to build a lasting career with one of the most respected teams in the industry.
Responsibilities:
- Perform accounting activities of our two affiliated businesses, including the processing and recording of revenue, expenses, journal entries, and credit card activity in QuickBooks
- Perform daily, month-end, and year-end accounting functions, ensuring they are completed timely and accurately
- Perform payroll-related activities, including coordination with third-party processor
- Work with the leadership team to create, manage and distribute timely financial reports
- Evaluate and make improvements to accounting processes and internal controls while ensuring that practices comply with applicable regulations
- Maintain strict confidentiality of company and personnel data
- Interact with all company personnel, third-party service providers and vendors, and regulatory bodies
- Provide operational support when necessary
Qualifications:
- Bachelor’s degree in accounting or finance required, with CPA preferred.
- Minimum 8-10 years accounting experience, with background in public accounting preferred
- High attention to detail with strong analytical and technical skills
- Experience in QuickBooks and advanced Excel skills
- Knowledge of accounting principles and internal controls, payroll, workers compensation, and tax filing/payment
Compensation:
$120,000+ DOE, plus generous retirement plan, paid vacation, and health/dental insurance.
How to Apply:
Qualified candidates please email a cover letter and resume to careers@stackfinancialmanagement.com. This position is not eligible for remote work.
[NOTE: All inquiries and applications will remain confidential.]