Full-Time

Finance - Controller

Posted on 9/10/2025

Webull

Webull

501-1,000 employees

Commission-free online stock trading platform

No salary listed

New York, NY, USA

In Person

Category
Accounting (1)
Required Skills
Oracle
Requirements
  • Bachelor’s degree (or higher) in Accounting or Finance.
  • 7+ years of previous experience as an Accountant/Senior Accountant.
  • CPA License (certified public accountant).
  • Knowledge of U.S Generally Accepted Accounting Principles (GAAP).
  • A self-motivated, detail-oriented, and entrepreneurial mindset.
  • Strong analytical and problem-solving skills.
  • Proficiency in accounting.
Responsibilities
  • Management of all aspects of the monthly closing process, for multiple affiliated entities, which includes but is not limited to:
  • Daily review and approval of journal entries posted to Oracle the Company’s ERP system.
  • Daily review and approval of bank reconciliation.
  • Management of the accounts payable and accounts receivable functions, by ensuring all vendor payments are approved and paid in a timely manner as well as ensuring all outstanding receivables are collected on or before the due date.
  • Review and approval of all reconciliations, intercompany expense allocations, month end closing entries & adjustments, and variances analysis and identification of the reasons behind material changes.
  • Preparation of the month end Balance Sheet, P&L, Member’s Equity & Cash Flow statements.
  • Continuous assessment of the closing process to identify opportunities for efficiency and automation, as well as implementation of necessary improvements.
  • Preparation and analysis of financial forecasts, budgets, and other internal financial reports.
  • Development, training and management of accounting staff with an emphasis on creating efficiencies in policies and processes, as well as facilitating an effective structure to provide continued success of the team’s personal and professional growth.
  • Research, document and analyze new and existing accounting pronouncements to assess any impact on the firm’s reporting requirements.
  • Development, implementation & compliance with internal controls, which include but are not limited to documentation, testing, and remediation of any identified deficiencies.
  • Liaison with internal & external auditors, tax accountants, and regulatory examination teams.
Desired Qualifications
  • Corporate tax experience
  • Experience working with Oracle Cloud G/L
  • Public audit experience in broker-dealer environments
  • Experience with public company accounting and SOX controls
  • You are an independent thinker with excellent interpersonal and leadership abilities
  • You value shared success and collaboration

Webull provides a commission-free online stock trading platform focused on individual investors. It offers real-time market quotes, customizable charts, multiple technical indicators, and advanced analysis tools, with support for full extended hours trading (pre-market and after-hours). Its product suite includes stocks, fractional shares, options, ETFs, and ADRs, with no commission fees or deposit minimums. Revenue comes from interest on uninvested cash, margin lending, and payment for order flow. This makes it a technology-driven option for retail traders seeking accessible trading tools and flexible market access. The company aims to help retail investors take control of their financial future by providing an easy-to-use platform with powerful analytics and extended trading hours.

Company Size

501-1,000

Company Stage

Post IPO Equity

Headquarters

New York City, New York

Founded

2017

Simplify Jobs

Simplify's Take

What believers are saying

  • Q4 2025 revenue hit $165M, up 53%, with customer assets at $24.6B.
  • Expanded to 14 countries, full-year 2025 revenue $571M and $24.77M profit.
  • Meritz Korea partnership traded $1B equity, CEO projects tenfold growth by year-end.

What critics are saying

  • Retail trading volumes collapse 40-60% if market volatility normalizes in 6-12 months.
  • Operating expenses rose 62% in 2025, squeezing Q4 net income to $3M despite revenue growth.
  • SEC eliminates payment for order flow, cutting revenue 15-25% within 12-36 months.

What makes Webull unique

  • Vega AI assistant serves 1.2 million weekly users, consulted by one in eight traders.
  • Webull Connect enables advisers to access Australian, US, Hong Kong markets from one dashboard.
  • Built for active self-directed retail traders with extended hours and advanced tools.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

Paid Vacation

Paid Sick Leave

Paid Holidays

Unlimited Paid Time Off

Wellness Program

Pet Insurance

Professional Development Budget

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

5%
St. Petersburg Area Economic Development Corporation
Mar 26th, 2026
From wall street to St. Pete: A fintech leader on why he'd do it again.

From wall street to St. Pete: A fintech leader on why he'd do it again. Webull chief of staff talks about the company's move from NY to FL In a recent Business Insider interview, Carlos Questell - Chief of Staff and Head of Strategic Partnerships at Webull - shared the story of leading his company's headquarters relocation from New York City to St. Pete. It's a candid, first-person account of a decision that wasn't easy, but one he says he'd make again - earlier. Webull evaluated a long list of cities - Atlanta, Austin, Charlotte, Raleigh, Miami, Denver, Salt Lake City - against clear criteria: business-friendly environment, strong talent pipeline, and quality of life good enough to make an in-office culture feel like a perk, not a mandate. St. Pete checked every box. Miami, despite Florida's obvious advantages, didn't make the cut - Questell was wary of oversaturation and wanted Webull to be one of the anchors shaping a market, not just another name in a crowded one. What he found when he got here surprised him. As Questell told Business Insider, a colleague put it best: "St. Petersburg reminded her of Austin about 10 years ago, a place on the verge of real growth." He couldn't agree more. The company purchased a five-story, 150,000-square-foot building in St. Pete's Gateway/Carillon district and now has more than 150 employees based here. Questell's advice for any executive weighing a similar move: reach out to the economic development organization in the city you're considering. For Webull, that meant contacting the St. Petersburg Area Economic Development Corporation - which connected them with other relocated companies and gave them a candid, ground-level view of the process. His only regret? That Webull didn't make the move sooner. For more about Webull, visit webull.com. Thinking about making the move? The St. Pete EDC works directly with companies evaluating relocation and expansion. If you're curious what St. Pete could look like for your company, let's talk. Get the become St. Pete brochure. Interested in learning how St. Pete helps innovative companies to thrive in its vibrant and authentically warm business community? * By *StPeteEDC * March 26, 2026 Related topics: More news to know What will your company become when you become St. Pete? Find out how the St. Pete EDC can help you grow here.

Yahoo Finance
Mar 10th, 2026
Webull CEO expects B2B revenue to match retail as Q4 revenue hits $165M, up 53%

Webull reported Q4 revenue of $165.2 million, up 53% year-over-year, with customer assets reaching $24.6 billion, up 81%. Net deposits jumped 225% to $3.9 billion. However, earnings per share missed estimates at $0.01 versus $0.05 expected, as marketing expenses more than doubled to $53.25 million. CEO Anthony Denier revealed a strategic pivot, stating he expects the company's B2B business "to match or exceed our current retail business in the coming years". The Meritz Financial Group partnership in Korea has traded over $1 billion in equity, with Denier projecting tenfold growth by year-end. Webull's AI tool Vega now serves 1.2 million users weekly, with one in eight consulting it before trading. Shares are down 30% year-to-date.

Yahoo Finance
Mar 6th, 2026
Webull reports $24.77M full-year profit and expands to 14 countries

Webull Corporation reported fourth-quarter 2025 revenue of $165.2 million and net income of $3.04 million. Full-year revenue reached $571 million with net income of $24.77 million, compared to a prior-year loss. The trading platform operator highlighted surging activity, expansion to 14 countries, and growing monetisation of AI tools and cryptocurrency offerings as key drivers. However, weaker fourth-quarter net income raises concerns about sustainability if market volatility or retail trading enthusiasm declines. Webull's narrative projects $920.2 million revenue and $233.4 million earnings by 2028, requiring 26.1% annual revenue growth. Community fair value estimates range widely from $0.71 to $53.71 per share, reflecting uncertainty about the company's ability to convert trading-driven revenue into durable profits beyond volatility-driven activity spikes.

Yahoo Finance
Mar 5th, 2026
Webull CEO: Active retail traders are our moat ahead of Q4 earnings

Webull Corp. reports fourth-quarter earnings on Wednesday, with analysts expecting revenue of $160.8 million and earnings per share of 4 cents. The company has shown steady revenue growth throughout the year, rising from $117.4 million in Q1 to $156.9 million in Q3. CEO Anthony Denier attributes the company's competitive advantage to its focus on serious retail traders, stating Webull was "built for the active, self-directed investor from day one." Customer assets grew 84% year-over-year to $21.2 billion, whilst daily average revenue trades exceeded 1.1 million. The company is expanding into prediction markets and crypto products as growth drivers. Denier describes prediction markets as "a specialised derivative instrument" that can serve as hedging mechanisms or capital-efficient ways to express directional views on real-world developments.

Yahoo Finance
Mar 5th, 2026
Webull Corp hits $571M revenue with 46% growth, launches AI assistant for 1.2M users

Webull Corp reported 46% revenue growth in 2025, reaching $571 million, driven by record trading volumes and the launch of Vega, an AI assistant serving 1.2 million weekly users globally. The company expanded operations to 14 countries and achieved a 97% quarterly retention rate. The firm successfully introduced prediction markets and relaunched crypto trading, though crypto's contribution remains minimal compared to securities trading. Adjusted operating expenses rose 62% year-over-year due to increased marketing investments focused on acquiring high-net-worth active traders. CEO Anthony Denier highlighted strong performance during early 2026 market volatility, with January marking one of the company's best months. The options business, which carries higher margins than equities, saw increased concentration during this period.

INACTIVE