US Controller - VP of Finance

Job description

Job Details

• Job Category: VP II
• Requisition Number: USCON001871
• Posted: September 9, 2025
• Full-Time
• Location: Florida

Tasks and responsibilities

Financial Close & Accounting Operations:

• Lead the monthly financial close process, including timely journal entry recording, reconciliations and preparation of financial reports for the broker/dealer and other finance related entities.
• Ensure accurate and timely preparation and review of financial reports and board reports in accordance with US GAAP; including review of underlying support for completeness and accuracy.
• Review income and expense accounting entries for reasonableness and ensure that all monthly entries have been settled, accrued or prepaid prior to month end close.
• Review of daily/weekly/monthly general ledger reconciliations.
• Perform various accounting and financial control functions in accordance with established company strategies, policies and procedures.
• Accounting of the holding company and affiliated units.
• Maintain a documented system of accounting policies and procedures, including appropriate internal controls and internal audits.

• Perform financial analysis to identify trends, variances and opportunities for cost savings.
• Provide insights and recommendations to senior management to support strategic decisions.
• Work with the MIS group and provide information to produce analysis to support management initiatives and the quarterly review process.
• Taking on projects and ad hoc tasks.

Budgeting & Forecasting:

• Collaborate within the finance team on annual budgeting processes and monthly/quarterly forecasts for all units.
• Managing performance against budgets, investigating variances and recommending corrective action.

Tax Reporting & Compliance:

• Oversee the preparation and filing of tax returns with outside vendors to ensure compliance with federal, state and local tax laws.
• Ensuring accurate and timely reporting of all types of taxes.
• Coordinate and manage external audits and tax returns, acting as the main point of contact for auditors.
• Monitoring internal controls to protect company assets and maintain financial integrity.

Vendor Payments & Accounts Payable:

• Manage the Accounts Payable process to ensure payments to suppliers are made timely and accurately.
• Review and approval of payment dates and disbursement reports.

Cash management:

• Monitoring cash flow planning and ensuring the availability of funds as required.

Strategic Partnership & Advisory:

• Work closely with senior management on long-term financial planning and strategic decision making.
• Support in the evaluation of investment strategies, capital expenditure and new products (if applicable).
• Providing insights into the potential risks, opportunities and financial impact of business initiatives.
• Monitoring financial activities and details, such as reserve levels, to ensure that all legal and regulatory requirements are met.

Requirements

• Bachelor's degree in finance or accounting or related field
• Proven leadership skills in digital transformation
• Advanced programming and/or coding skills
• Relevant professional experience in accounting/finance for broker/dealers and/or