<div class="content-intro"><p></p> <p data-olk-copy-source="MessageBody"></p> <p><strong data-olk-copy-source="MessageBody">About Allworth Financial</strong></p> <p data-olk-copy-source="MessageBody">Allworth Financial (<a href="https://nam04.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.allworthfinancial.com%2F&data=05%7C02%7CIliana.Escobar%40allworthfinancial.com%7C2026e3688002494e93f808df0eaab575%7C1750600f3ba44b0792b0e6cf63ab59d0%7C0%7C0%7C639245798531057261%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=wcUn7TLLpjjmsIf%2F0o3IE85m3Pxdeo6ewHuXRdqNzHw%3D&reserved=0" data-auth="NotApplicable" data-linkindex="2">www.allworthfinancial.com</a>) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.</p> <p>Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.</p> <p><span data-olk-copy-source="MessageBody">Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com.</span></p> <p></p></div><p>Allworth Financial is a highly successful firm in the Wealth Management Industry, expanding quickly through a combination of M&A and organic growth. The firm has expanded more than 10x over the past 7 years, to over $250 million of revenue and over 600 associates.</p> <p>The Financial Controller plays a crucial role at Allworth, overseeing the accounting, and financial reporting departments. Ensuring financial records, reports, and statements are accurate and compliant with laws and regulations.</p> <p> </p> <p><strong><span style="font-family: 'Calibri',sans-serif;">This is a full-time, exempt hybrid position, reporting into our Addison, TX office.</span></strong></p> <p>Job Responsibilities:</p> <ul> <li><strong>Leadership:</strong> Provide technical and operational leadership across accounting functions. Manage the accounting team of 9 associates, including hiring, training, and supporting associates develop to keep pace with firm growth</li> <li><strong>Financial Reporting & Technical Accounting</strong>: Ensure accurate and timely monthly, quarterly, and annual accounting close processes and reporting in addition to adherence to all applicable accounting pronouncements</li> <li><strong>M&A Diligence and integration:</strong> Lead the process to ensure acquired businesses are reviewed and integrated optimally from an accounting perspective, ensuring that new and existing firm associates are supported throughout the transitions</li> <li><strong>Payroll and Benefits: </strong>Assist the team responsible for managing payroll and benefits for the firm</li> <li><strong>Systems and Controls:</strong> Implement and oversee financial systems, processes, and controls to safeguard company assets and ensure integrity of financial data </li> <li><strong>Broker Dealer:</strong> Ensure appropriate accounting for all broker dealer related business</li> </ul> <p>Qualifications</p> <ul> <li><strong>Certifications:</strong> Certified Public Accountant (CPA) or similar qualification. </li> <li><strong>Experience:</strong> 8+ years of managerial experience in accounting, preferably in a combination of both public company and private equity backed firm environments. Preferred industries: Wealth Management, Asset Management, Insurance, Real Estate Investment</li> <li><strong>Skills:</strong> In-depth knowledge of accounting principles, strong leadership, organizational and communication skills</li> </ul> <p> </p><div class="content-conclusion"><p><strong>BENEFITS</strong></p> <p>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:</p> <ul> <li>Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates</li> <li>Dental insurance with MetLife</li> <li>Vision insurance with VSP</li> <li>Optional supplemental benefits</li> <li>Healthcare savings accounts with company contribution</li> <li>Flexible spending accounts</li> <li>Flexible working arrangements</li> <li>Generous 401K contributions </li> <li>Exempt associates qualify for our flexible paid time off policy</li> <li>Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment</li> <li>11 Paid Holidays</li> <li>Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)</li> <li>Future growth opportunities within the company</li> </ul> <p>In addition, we work t