[Remote] Financial Controller

Note: The job is a remote job and is open to candidates in USA. DayMark Wealth Partners is an independent Registered Investment Advisor serving high-net-worth individuals and institutions with comprehensive wealth management solutions. The Financial Controller will oversee all aspects of the firm's financial operations and reporting functions, ensuring compliance with accounting standards and managing the general ledger.ResponsibilitiesDevelop financial strategy, including risk minimization plans and opportunity forecastingHigh-level financial reporting and analysisRegular budget consolidationCash flow managementOversee the annual audit process, including coordinating with external auditors, managing the audit timeline, and preparing supporting workpapers and schedulesManage lender reporting and covenant compliance tracking, including preparing periodic financial packages required under credit agreementsSupport SEC financial reporting requirements, including assisting with ADV filings and maintaining the financial records necessary to satisfy regulatory obligationsSupport unit issuance and equity-level financial reporting in the context of M&A activity, including tracking unit economics, supporting purchase accounting, and maintaining cap table-related financial recordsImprove efficiencies and reduce costs across the businessKeep stakeholders informed and involved in key areas of financial operationsDebt management and collectionEnsure compliance with statutory law and financial regulationsPayroll processingWork closely with management or executive teams to share reports and analysis findingsMentor junior finance team members (if applicable)Provide reporting and data to capital partnerSkillsBachelor's or master's degree in either Finance, Economics, or Accounting5+ years' experience in a similar roleDeep knowledge of US GAAPExpertise in financial modeling, budgeting, and forecastingAdvanced proficiency in Excel and experience with modern GL/accounting systemsWell-developed leadership skillsExceptional organizational skills with the ability to manage multiple priorities simultaneouslyStrong written and verbal communication skills; client-facing poise and professionalismHigh degree of discretion and integrity when handling sensitive client and financial informationTeam-oriented mindset with the ability to collaborate effectively in a fast-paced advisory environmentSelf-starter with a solutions-oriented approach to problem-solvingCPA designation preferredExperience or exposure to wealth management firms a benefitBenefitsCompetitive base compensation commensurate with experiencePerformance-based bonus opportunityComprehensive benefits package including health, dental, and vision401(k) with employer contributionCollaborative, team-first culture with direct access to firm leadershipAccess to Dynasty Financial Partners’ full suite of WealthTech resources, training, and professional development programsOpportunity to grow within a firm that values long-term careers and promotes from withinCompany OverviewDayMark Wealth Partners is an investment advisory firm. It was founded in 2022, and is headquartered in Cincinnati, Ohio, USA, with a workforce of 11-50 employees. Its website is https://www.daymarkwealthpartners.com.