Controller

Controller, Director of Accounting & Finance 

Since 2000, BBR Partners has been providing bespoke investment and wealth management advice to high-net-worth individuals and private families. Guided by our core values of Empathy, Integrity and Rigor, the firm has organically grown to now manage over $30 billion in assets. Through our recruitment, learning & talent development, and employee-centric programming, the work environment is inclusive, collaborative, and endlessly curious. Our greatest asset is our people and the notable culture that we've built. Join us on our journey!

We are currently seeking a detail-oriented and highly analytical individual to join our team as a Director within the Business Services department. Responsible for overseeing the company’s accounting operations, ensuring compliance with financial regulations, and providing leadership for the accounting team, the position requires strong technical accounting skills, managerial experience, and the ability to work closely with senior leadership and various stakeholders.

Your Responsibilities: 

• Manage day-to-day accounting activities, including general ledger, accounts payable, accounts receivable, and fixed asset management. Ensure accurate and timely financial transactions and reconciliations. Ensure proper documentation and reconciliation of cash movements. Establish and enforce accounting policies, procedures, and internal controls.
• Oversee the preparation and review of monthly, quarterly, and annual financial statements in accordance with GAAP. Ensure timely and accurate closing of accounting periods, including month-end, quarter-end, and year-end closings. Assist the CFO in preparing financial reports and analyses for various internal and external stakeholders.
• Design, implement, and monitor effective internal controls to safeguard assets and ensure the integrity of financial data. Ensure compliance with accounting standards (GAAP, IFRS), tax regulations, and other legal requirements. Collaborate with external auditors for audits and ensure audit readiness.
• Assist CFO with the oversight, preparation and filing of all federal, state, and local tax returns. Collaborate with external tax advisors to minimize tax liabilities and optimize tax strategies.
• Work closely with the CFO and department heads to support the budgeting and forecasting processes. Provide detailed financial reports, projections, and variance analysis to help with decision-making. Ensure alignment between actual financial performance and budgeted expectations.
• Oversee the maintenance and improvement of accounting systems, ensuring accuracy and efficiency. Drive the adoption of automation and technology solutions to improve accounting processes.
• Collaborate with the finance team on long-term financial planning, capital investments, and other key business initiatives. Offer insights and recommendations on financial risks, opportunities, and operational efficiencies.
• Coordinate and manage the annual financial audit, ensuring timely completion and addressing any issues that arise. Prepare for audits by ensuring accurate documentation and resolving discrepancies ahead of audit deadlines. Address audit findings and implement corrective measures to improve financial operations.
• Collaborate with other departments to provide financial insights and ensure alignment with business objectives. Ensure that all relevant departments are supported with accurate financial information and guidance.
• Lead, mentor, and develop the accounting team to enhance performance and professional growth. Set team goals, provide regular performance feedback, and manage evaluations.

Desired Qualifications:

• Bachelor’s degree in accounting, finance, or a related field.
• Certified Public Accountant (CPA) required.
• 7-10+ years of progressive experience in accounting, with a minimum of 3-5 years in a management role.
• Management company accounting experience required.
• Deep knowledge of accounting principles and experience with month-end and year-end closing processes, internal controls, audits and compliance.
• Strong background in financial reporting and general ledger oversight.
• Experience with tax preparation, planning and compliance.
• Proficiency in MS Office, including the ability to manipulate and organize data and operate within computerized accounting and spreadsheet programs.
• Knowledge of relevant accounting software preferred (such as NetSuite and Concur).
• PowerBI, Alteryx, or other business intelligence tools a plus.
• Ability to work in a fast-paced, high growth environment.
• Strong attention to detail with the ability to ensure accuracy in financial reporting and compliance.
• Excellent written and verbal communication skills.
• High level of professional ethics and integrity in handling confidential financial information.

What We Offer:

• Competitive base salary and incentive compensation.
• Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents.
• 401K plan, Life insurance, and short & long-term disability coverage.
• One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings.
• Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care.
• Personalized development and career growth opportunities.
• Volunteerism opportunities and matching gift program.
• Flexible time off, paid parental leave, and Sabbatical with company tenure.
• Hybrid remote work environment, “Work from Anywhere” weeks, and casual dress. 
• New office space with a variety of perks and amenities including catered lunches and stocked pantry.

Additional Information: 

Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $175,000 and $225,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages, commission eligibility, and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.