Controller

Accredited Investors Wealth Management® is seeking a full-time Controller to help lead and evolve the firm’s internal accounting and financial reporting function. This role is ideal for a growth-minded finance professional who is ready to step into a leadership role and help build out the internal finance function in a fast-paced, high-expectation environment. There is meaningful opportunity for future growth into senior and executive-level leadership roles as the firm continues to grow.Who We AreWe are a high-performing group of over 60 team members who are passionate about delivering exceptional service for our clients and being a sought-after place to work. Founded in 1987, Accredited is focused on delivering industry leading wealth management services to approximately 600 families, providing an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives. Fiercely independent and 100% owned by a group of actively engaged employee shareholders, Accredited manages approximately $4.4 billion of investment assets as of 12/31/2025.What It is Like to Work HerePurposeful - At Accredited Investors Wealth Management, our guiding principles are centered on improving the individual and collective lives of all those we serve – clients, colleagues, and the community.Challenging – Our work is frequently challenging and fast paced, yet we believe challenges bring out the best in others and ourselves. It is one of the many reasons why Accredited’s workplace culture has often been recognized by media outlets within our community and our industry.Energizing – Surrounded by thoughtful, charismatic leaders, laughter echoes through our hallways and egos are checked at the door. While collaboration is engrained, camaraderie is organic. New learnings are fostered and shared. Fun is encouraged on most days ending in y.Who You Will Work WithReporting directly to the Managing Partner, the Controller works closely with the Executive Committee, Operations, HR, internal advisors, the firm’s shareholders, and a variety of external partners including CPAs and banks. This role will also supervise the firm’s bookkeeping functions (which could be internal or external) and plays a visible role in firm-wide financial accountability.Primary ResponsibilitiesAccounting & Financial OversightLead and continuously improve the firm’s full accounting function, including AP, AR, payroll, and general ledgerOwn the monthly AR process end-to-end, including client fee calculations, invoicing, and collaboration with advisory teamsManage month-end and year-end close processes with a consistent and reliable reporting cadenceEnsure accurate financial statements and fully reconciled booksDesign, implement, and maintain internal controls and accounting policiesOversee payroll processes, including compensation changes in coordination with HRDevelop and supervise internal and/or external bookkeeping resourcesServe as a primary liaison with CPAs, auditors, and banking partnersReporting, Planning, & Financial InsightPrepare budgets, forecasts, and variance analysesDeliver clear, timely financial reporting and insights to leadershipProvide visibility into cash flow, working capital, and overall firm performanceIdentify financial risks, inefficiencies, and opportunities for improvementMaintain organized, audit-ready financial documentationShareholder & Banking RelationshipsSupport the firm’s shareholder financing program in coordination with banks and internal stakeholdersManage loan tracking, debt payments, and related financial recordsPrepare and deliver quarterly updates to shareholders regarding financing activitySupport quarterly distributions and the annual stock sale processServe as a resource to shareholders in understanding the financial aspects of ownershipWhat Success Looks LikeConsistent, timely month-end close and reporting, driven by strong ownership and attention to detailHigh confidence in financial accuracy and controls, supported by sound judgment and disciplined processesClear, actionable financial insights that help leadership make informed decisions, communicated in a straightforward and accessible wayWell-managed and transparent shareholder financing processes, with proactive communication and follow-throughIncreasing influence across the firm through accountability, initiative, and a focus on continuous improvementWhat You OfferBachelor’s degree in Accounting, Finance, or related field5-10 years of progressive accounting experience, 3+ years of experience in a Controller role is preferred but not requiredStrong understanding of financial reporting, internal controls, and accounting operationsExperience in financial services, wealth management, or professional services environments preferredStrong analytical skills, attention to detail, and commitment to accuracyClear and effective communication skills, with the ability to translate financial information for non-financial stakeholdersDemonstrated ownership, accountability, and ability to operate independently in a high-expectation environmentInterest in building and improving processes, not just maintaining themWhat We OfferAccredited Investors Wealth Management® offers a competitive compensation and comprehensive benefits package designed to support employees professionally and personally.Our core benefits include medical, dental, vision, disability, and life insurance, along with a 401(k)-plan featuring generous employer contributions and match. We also offer enhanced benefits including pet insurance; adoption and fertility assistance; financial support for professional development and certifications; personal financial and investment planning services; charitable match; and a marketplace-leading time-off allowance, including paid parental and grandparental leave, and paid volunteer time.Employees enjoy a recently renovated, sustainably focused, beautifully appointed workplace with thoughtfully designed collaboration spaces, a fitness center, pickleball courts, outdoor patio, state-of-the-art technology, electric vehicle charging stations, and amenities that enhance our work environment.Accredited is committed to promoting diversity and inclusion in our hiring process and is proud to be an equal opportunity employer. We welcome qualified applicants without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity or expression), national origin, genetics, disability, age, veteran status, and any other characteristic protected by federal, state, or local laws.Salary Range: $130,000 to $150,000, based on experience, skills, and qualifications.*Additional Compensation: Firm-Wide Profit Sharing*In addition to base salary, this role is eligible for annual firm-wide profit sharing if the firm meets certain growth and profitability metrics.Eligibility begins after one year of employment and is calculated as a percentage of an employee’s eligible base salary earnings paid by the firm during the calendar year. The maximum profit-sharing payout is up to 7.5% of eligible earnings through five years of service, increasing to up to 15% thereafter. Profit sharing is paid annually and is separate from base compensation.For more information about our firm, please visit our website at https://www.accredited.com/. Please direct all questions to resumes@accredited.com.