Focus Financial Partners
Financial Services
Controller
Neural analysis suggests this role is
optimal for Senior candidates.
“Controller at Focus Financial Partners. Skills: Accounting, Reporting, Audit. Own close processes. Own reporting processes”
Industry & Context.
What They're Looking For.
Must Have
8+ years accounting experience, Demonstrated ownership of close, Demonstrated ownership of reporting, Demonstrated ownership of audit processes, Public accounting experience, Direct people-management experience, Knowledge of GAAP, Knowledge of internal controls, Knowledge of process documentation
Nice to Have
CPA strongly preferred, Prior external audit experience a advantage, ERP implementation experience strongly preferred, System-conversion experience strongly preferred, Power BI experience a plus, Experience with billing platforms a plus, Experience with expense platforms a plus, Experience with payables platforms a plus
What You'll Do.
Own reporting processes
Lead distributed team
Manage legal entities
Manage business lines
How You'll Work.
Team & Collaboration
Lead and develop a distributed team
Full Job Description
Position Summary Founded in 2003, Ancora Holdings Group is a private wealth advisor and institutional asset manager focused on building distinctive investment strategies and robust wealth CPA strongly preferred. 8+ years of progressive accounting experience, with demonstrated ownership of close, reporting, and audit processes. Public accounting experience expected; prior external audit experience is a strong advantage given the role’s audit support and GAAP review responsibilities. Direct people-management experience, including the ability to lead and develop a distributed team. Experience in financial services, wealth management, RIA, broker-dealer, or asset management is a plus, though not required; a strong generalist will get up to speed quickly. Demonstrated ability to manage breadth and complexity across multiple legal entities and business lines — success in this role depends as much on organization, process discipline, and follow-through as on technical accounting expertise. Experience with accounting ERP systems (e.g., Acumatica, Workday, NetSuite, or Sage Intacct); ERP implementation or system-conversion experience strongly preferred given the firm’s upcoming migration to Workday. Advanced Excel skills required; experience with Power BI or comparable BI/reporting tools a plus. Familiarity with billing, expense, and payables platforms (e.g., SS&C/Advent products, Concur, AvidXchange) a plus. Strong knowledge of GAAP, internal controls, and process documentation. Base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidat
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