Controller

Wealth Access is changing how financial institutions interact with their customers by delivering data insights that power hyper-personalized digital banking and wealth management experiences. 

Our enterprise customer data unification platform integrates with existing systems to generate insightful analytics that provides a unified financial picture all in one place, enabling better business decisions and exceptional client experiences.

Our data unification SaaS platform is designed for financial institutions. It allows them to help their clients via a customer portal backed by all their financial data shown in a single place. We are looking for someone who loves helping us make the financial world clearer for everyone.

With massive growth ahead for Wealth Access, we’re looking for a Controller join our team. The ideal candidate will play a key role in financial strategy and planning, while working closely with the CEO & broader Wealth Access team to ensure compliance with accounting standards and provide insight into business performance.

Responsibilities:

· Perform general accounting and other related duties for the organization.

· Prepare monthly balance sheets, income statements, and profit and loss statements.

· Maintain the general ledger.

· Calculate monthly commissions and quarterly incentives.

· Reconcile bank accounts at least monthly, verify deposits and addresses inquiries from banks.

· Reconcile cash disbursement accounts, payroll, customer accounts, and other financial accounts.

· Perform and oversee all financial activities, including the production of financial reports and statements.

· Ensure timely and accurate month-end and year-end close processes.

· Develop, maintain, and improve internal financial controls and procedures.

· Manage budget preparation and financial forecasting; conduct financial analysis to identify trends, efficiencies, and areas for cost reduction.

· Coordinate and lead the annual audit process, liaising with external auditors

· Ensure compliance with local, state, and federal government reporting requirements and tax filings.

· Assist in formulating strategic and long-term business plans; collaborate with executive leadership to provide insights and recommendations based on financial analysis.

· Perform other related duties as assigned.

· Perform Bi-Weekly Payroll

· Onboard/Offboard employees

Required Skills/Abilities:

· Excellent verbal and written communication skills.

· Strong working knowledge of data analytics for accounting.

· Excellent organizational skills and attention to detail.

· Knowledge of general financial accounting and cost accounting.

· Understanding of and the ability to adhere to generally accepted accounting principles.

· Proficient with Microsoft Office Suite or similar software, and accounting software.

Education and Experience:

· Bachelor’s degree in Finance/Accounting, required. MBA preferred.

· 5 years of experience required.

· Experience with fundraising and financial transactions preferred.

· CPA (or at least CFA) required.

• Innovative Environment: Work with cutting-edge technology in the rapidly evolving wealth tech sector.
• Professional Growth: Opportunities for career advancement and professional development.
• Collaborative Culture: Join a dynamic team that values collaboration, innovation, and excellence.
• Competitive Compensation: Attractive salary and benefits package including flexible PTO, a company-funded HSA, 401k, and paid parking at our downtown Nashville location.

Wealth Access is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
 
About Wealth Access
Wealth Access is a fast-growing enterprise customer data insights platform. We work with financial services’ existing books and records to unify and enrich data so we can generate deep insights and power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue.
As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.

About Wealth Access

Wealth Access is a fast-growing enterprise customer data insights platform. We work with financial services’ existing books and records to unify and enrich data so we can generate deep insights and power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue.

As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.