Financial Controller

About the RoleConfidence Wealth Management is seeking an experienced Financial Controller to take ownership of the firm’s financial operations and strengthen the financial discipline that supports our business.This role is for someone who is highly organized, accurate, discreet, and capable of managing financial processes in a direct, fast-moving, high-accountability environment. The right person will not simply complete finance tasks — they will own the financial operating rhythm, identify risks before they become problems, improve systems, and help leadership make better decisions.We are looking for someone who understands that clean financial operations are part of the firm’s trust infrastructure. Payroll, contractor payments, reporting, cash flow, reconciliations, controls, and approvals must be handled with precision, confidentiality, and urgency.This is not a role for someone who needs constant direction, avoids hard conversations, or waits for problems to become obvious. It is a role for someone who takes ownership, communicates clearly, delivers on deadlines, and brings structure to financial operations.What You’ll OwnYou will be responsible for managing and improving key financial operations across the firm, including:Payroll coordination, review, and oversightContractor payment managementVendor payment administrationBank transfers and payment approval supportBudget planning and forecastingMonthly, quarterly, and annual financial reportingCash flow tracking, planning, and visibilityExpense management, categorization, and reconciliationAccounts payable and accounts receivable oversightVendor and contractor financial administrationFinancial controls and process improvementsTax documentation and compliance coordination supportPreparation of financial summaries for leadershipIdentification of financial risks, inefficiencies, and areas for improvementDocumentation of finance processes, controls, and recurring proceduresWhat Success Looks LikeSuccess in this role means financial operations become cleaner, faster, more accurate, and more reliable.Specifically:Payroll and contractor payments are accurate, timely, and properly documentedVendor invoices and payments follow a clear approval processBank transfers and payment activity are reviewed with appropriate controlsMonthly financial reporting is completed on time and in a format leadership can useCash flow is visible, current, and forward-lookingExpenses are properly categorized and reconciledBudget vs. actuals are reviewed consistentlyFinancial risks or irregularities are flagged earlyLeadership receives clear financial summaries, not raw data dumpsFinancial processes are documented, repeatable, and continuously improvedSensitive financial information is handled with sound judgment and confidentialityWhat We’re Looking ForWe are looking for someone with significant hands-on financial operations experience. You should have:Extensive experience as a Financial Controller, Finance Manager, Senior Accountant, or similar roleStrong understanding of payroll, contractor payments, transfers, budgeting, forecasting, and financial reportingExperience managing or supporting remote teams, contractors, and international paymentsStrong knowledge of accounting principles, reconciliations, and financial controlsExcellent attention to detail and accuracyAbility to work independently and take ownership of finance operationsStrong Excel or Google Sheets skillsClear, direct, professional communicationStrong judgment when handling sensitive financial informationHigh level of confidentiality, integrity, and reliabilityComfort working in a fast, results-first, high-accountability environmentExperience with accounting and finance tools such as QuickBooks, Xero, Payoneer, NetSuite, Gusto, Deel, Wise, Bill.com, or similar platformsPreferred QualificationsThe following experience is helpful, but not required:Experience supporting RIAs, financial services firms, professional services firms, startups, agencies, SaaS companies, or remote-first businessesFamiliarity with multi-currency payments and international contractor managementExperience building or improving financial processes from the ground upAbility to create clear management reports, budget models, and cash flow summariesExperience creating month-end close checklists or recurring finance operating proceduresCPA, ACCA, CIMA, or equivalent qualificationWho You AreYou are proactive, reliable, and comfortable working with sensitive financial information. You do not wait for financial problems to become obvious. You spot issues early, communicate them clearly, and propose practical solutions.You are detail-oriented without being slow. You understand that accuracy matters, but you also know that leadership needs timely information to make decisions.You are comfortable with direct communication. If something is wrong, you say so. If something is unclear, you ask. If something needs to be improved, you recommend the fix. You do not hide behind vague updates or processes for its own sake.You are not just a bookkeeper. You understand the broader financial picture and can help the firm operate more efficiently, responsibly, and confidently.Engagement DetailsWe are looking for a long-term partner who can become deeply familiar with the business and help maintain strong financial discipline as the firm grows.This role requires someone dependable, experienced, discreet, and comfortable being accountable for important financial processes.