Controller, Remote
Posted: 06/15/2026
Employment Type:
Direct Hire
Industry: Accounting
Job Number: 19899
Pay Rate: 170,000
Job Description
Controller, Remote
My client located in Florida is in need of a Controller. This is a direct hire opportunity. Eligible candidates can live in Florida, Texas or Tennessee.
Company Profile
Our client is a highly respected SEC-registered investment management firm specializing in long-term value investing. The organization has built a decades-long reputation through disciplined investing, operational excellence, and an unwavering commitment to integrity. This is a unique opportunity to join a collaborative, entrepreneurial environment where every employee plays a meaningful role in the success of the business.
Controller Role
Oversee all accounting, financial reporting, operational, and administrative functions for the firm
Maintain general ledger, accounts payable, accounts receivable, expense allocations, management fee calculations, and financial reconciliations
Monitor daily trading activity, allocations, and reconciliations
Prepare monthly, quarterly, and annual financial reporting packages
Develop budgeting, forecasting, and cash flow reporting as requested by leadership
Coordinate with custodians, banks, auditors, tax advisors, compliance consultants, and other third-party service providers
Lead preparation and coordination of SEC regulatory filings including Form ADV, Form PF, Form 13F, and other required disclosures
Oversee investor reporting and performance reporting activities
Manage payroll processing, vendor payments, insurance renewals, and business licensing requirements
Coordinate annual tax filings and support external CPA relationships
Oversee employee benefits administration, including retirement and healthcare programs
Manage new account openings, asset transfers, and custodial relationships with Fidelity and other financial institutions
Serve as the primary liaison for GIPS verification activities and annual audits
Maintain and update company databases, website information, performance reporting, and marketing materials
Ensure all marketing and communications materials remain compliant with applicable regulatory requirements
Support technology vendors and coordinate information technology related requests
Identify process improvements, operational efficiencies, and cost-saving opportunities
Serve as a trusted business partner to executive leadership on accounting, compliance, operational, and strategic initiatives
Assist with special projects and contribute wherever needed to support the success of the organization
Controller Background Profile
Bachelor's degree in Accounting, Finance, Business Administration, or related field
5+ years of accounting experience within investment management, asset management, wealth management, family office, hedge fund, or related financial services environments
Prior Controller, Assistant Controller, Accounting Manager, Fund Accountant, Investment Accountant, or similar experience
Registered Investment Advisor (RIA) Experience is highly preferred
Advanced Microsoft Excel skills required
QuickBooks experience required
Experience preparing financial statements, reconciliations, and regulatory reporting
Knowledge of SEC reporting requirements and compliance processes preferred
Experience with Advent Black Diamond or similar portfolio management systems preferred
Familiarity with Fidelity Wealthscape or similar custodial platforms preferred
Strong analytical, organizational, and project management skills
Excellent written and verbal communication abilities
Ability to work independently while collaborating closely with leadership and external partners
Benefits and Features
Performance-based bonus opportunity
Medical, dental, and vision benefits
Retirement plan with company match
Paid vacation and NYSE holidays
Opportunity to work directly alongside executive leadership
Collaborative and entrepreneurial company culture
Long-term career growth opportunity within a successful investment management organization
My client located in Florida is in need of a Controller. This is a direct hire opportunity. Eligible candidates can live in Florida, Texas or Tennessee.
Company Profile
Our client is a highly respected SEC-registered investment management firm specializing in long-term value investing. The organization has built a decades-long reputation through disciplined investing, operational excellence, and an unwavering commitment to integrity. This is a unique opportunity to join a collaborative, entrepreneurial environment where every employee plays a meaningful role in the success of the business.
Controller Role
Oversee all accounting, financial reporting, operational, and administrative functions for the firm
Maintain general ledger, accounts payable, accounts receivable, expense allocations, management fee calculations, and financial reconciliations
Monitor daily trading activity, allocations, and reconciliations
Prepare monthly, quarterly, and annual financial reporting packages
Develop budgeting, forecasting, and cash flow reporting as requested by leadership
Coordinate with custodians, banks, auditors, tax advisors, compliance consultants, and other third-party service providers
Lead preparation and coordination of SEC regulatory filings including Form ADV, Form PF, Form 13F, and other required disclosures
Oversee investor reporting and performance reporting activities
Manage payroll processing, vendor payments, insurance renewals, and business licensing requirements
Coordinate annual tax filings and support external CPA relationships
Oversee employee benefits administration, including retirement and healthcare programs
Manage new account openings, asset transfers, and custodial relationships with Fidelity and other financial institutions
Serve as the primary liaison for GIPS verification activities and annual audits
Maintain and update company databases, website information, performance reporting, and marketing materials
Ensure all marketing and communications materials remain compliant with applicable regulatory requirements
Support technology vendors and coordinate information technology related requests
Identify process improvements, operational efficiencies, and cost-saving opportunities
Serve as a trusted business partner to executive leadership on accounting, compliance, operational, and strategic initiatives
Assist with special projects and contribute wherever needed to support the success of the organization
Controller Background Profile
Bachelor's degree in Accounting, Finance, Business Administration, or related field
5+ years of accounting experience within investment management, asset management, wealth management, family office, hedge fund, or related financial services environments
Prior Controller, Assistant Controller, Accounting Manager, Fund Accountant, Investment Accountant, or similar experience
Registered Investment Advisor (RIA) Experience is highly preferred
Advanced Microsoft Excel skills required
QuickBooks experience required
Experience preparing financial statements, reconciliations, and regulatory reporting
Knowledge of SEC reporting requirements and compliance processes preferred
Experience with Advent Black Diamond or similar portfolio management systems preferred
Familiarity with Fidelity Wealthscape or similar custodial platforms preferred
Strong analytical, organizational, and project management skills
Excellent written and verbal communication abilities
Ability to work independently while collaborating closely with leadership and external partners
Benefits and Features
Performance-based bonus opportunity
Medical, dental, and vision benefits
Retirement plan with company match
Paid vacation and NYSE holidays
Opportunity to work directly alongside executive leadership
Collaborative and entrepreneurial company culture
Long-term career growth opportunity within a successful investment management organization
Job Requirements
• Bachelor's degree in Accounting, Finance, Business Administration, or related field
• 5-10 years of accounting experience within investment management, asset management, wealth management, family office, hedge fund, or related financial services environments
• Prior Controller, Assistant Controller, Accounting Manager, Fund Accountant, Investment Accountant, or similar experience
• Advanced Microsoft Excel skills required
• QuickBooks experience required
Additional Information
Frontline Source Group is an Equal Opportunity Employer. Candidates must be authorized to work in the United States without sponsorship. The client cannot sponsor any visas.
Disclaimer: Sensitive and personal data will not be requested by Frontline Source Group or its affiliates until a job offer is made and accepted. If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job.
Meet Your Recruiter
Cassidy Jacobs
Cassidy Jacobs holds a Bachelors degree focused in International Development from University of North Texas. She is a strategic and results-driven Business Development professional with expertise in the Talent Acquisition industry.
Cassidy is focused on building lasting relationships with clients by supporting them in their need to find top talent in a tight market.
Her five plus years as a Member of DallasHR, two of which were served on the Board of Directors, has provided Cassidy with the education and knowledge to have a better understanding of what clients face daily and the challenges of corporate HR Teams today.
Connect with her today to start your search to hire top professionals for your company
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