Corporate Controller

Charleston, SC
Full Time
Manager/Supervisor
Reports to: SVP of Finance

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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