Assistant Controller

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993, and still run by its original founders, Scott Hanson and Pat McClain, Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022.

This is a compelling opportunity for a highly motivated individual to join an expanding business with an exciting vision and strategy. The position assists Controller with overseeing the financial accounting team and has responsibility for all aspects of accounting and the preparation of financial reports.

 

This is a full-time, exempt hybrid position.

The base salary range for this role is $120,000-$145,000 annual base salary.

Job Responsibilities:

• Manage and optimize the accounting function to ensure it can continue to provide first class support to the business as it expands through strong organic growth and acquisitions
• Oversee day to day accounting activities, such as A/P, A/R, GL as well as period-end close
• Oversee all activities related to state and federal tax compliance and Big 4 audits
• Prepare financial statements and other reports for internal and external key stakeholders
• Monitor changes in US GAAP and ensure adherence to all applicable pronouncements
• Champion internal controls improvement, implementation and application
• Implement the appropriate changes to the financial accounting workstreams following M&A transactions, including accounts payable, accounts receivable, payroll, accounting system integration and financial reporting
• Support the Controller to ensure all key stakeholders across the business have the information necessary to help drive profitable growth, e.g. business planning, budgeting and analysis
• Participate and advise on key initiatives to optimize and transform the business

Qualifications

• CPA certification
• Bachelor’s Degree in accounting or finance
• Minimum of five years accounting and/or audit experience; Big 4 experience strongly preferred
• Strong organizational and time-management skills
• Good judgment with the ability to make timely and sound decisions
• Flexibility and willingness to work within constantly changing priorities with enthusiasm

 

 

BENEFITS

We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

• Medical: Blue Shield (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO and HDHP with HSA) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions 
• Exempt associates qualify for our flexible paid time off policy.
• Non-Exempt associates will receive 25.5 days of paid time off annually, which includes holidays, during the first three years of employment. 
• Option to participate in our Equity Purchase Program
• Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationshi