Controller
Company: Annex Wealth Management LLC
Location: Brookfield
Posted on: April 17, 2024
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Job Description:
Description: Join Our Growing Team in Our New Headquarters in
Brookfield!!! Are you in search of an employer that prioritizes a
positive culture and encourages outstanding teamwork? 'Know the
Difference' applies to our employees too! We are a proud 6-Time
recipient of the Milwaukee Journal Sentinel's Top Workplaces Award.
Our employees list our vibrant culture and engaged teams as two of
our best features! Annex Wealth Management is an elite, privately
held, full-service advisory and wealth management firm acting as a
fiduciary for individuals, families, and businesses. Our team
approach means our clients consistently interact with a group of
experienced professionals boasting key credentials, certifications,
and achievements in investment, tax, insurance, estate planning,
and more. Communication and Education are key to Annex Wealth
Management's growth. Check us out on YouTube, Money Talk on WTMJ;
The Investment Show on WISN; and The Annex Wealth Management Show
on WHBY and WFSX. Controller Are you a financial whiz with a
passion for detail and a drive to contribute beyond the numbers?
Are you looking for a role that combines the strategic oversight of
a Controller with the hands-on satisfaction of core accounting
tasks? If so, we encourage you to apply for our exciting Controller
position! We are seeking a talented and experienced Controller to
join our growing team. This role offers a unique opportunity to
combine strategic financial oversight with hands-on involvement in
core accounting tasks. You'll be responsible for maintaining the
financial health of our company, providing insightful analysis, and
ensuring accurate reporting. Your Role Prepare and analyze
financial statements, including monthly closing procedures and
annual reports. Implement and maintain effective internal controls
to ensure the accuracy and integrity of financial data. Manage all
aspects of corporate borrowing, from analyzing options and
negotiating terms to overseeing debt and advising on financial
implications. Develop and monitor budgets, forecasting cash flow
and identifying potential financial risks. Provide timely and
accurate financial reports and analysis to support management
decision-making. Assist with basic accounting tasks such as data
entry, reconciliations, and journal entries. Assist with
administration and analysis of company benefits programs, ensuring
compliance and employee satisfaction. Requirements: Bachelor's
degree in Accounting or Finance (CPA preferred). Minimum of 3-5
years of experience in a similar Controller role. Strong
understanding of GAAP accounting principles. Proficiency in
accounting software, such as QuickBooks. Excellent analytical and
problem-solving skills. Ability to work independently and as part
of a team. Strong communication and interpersonal skills. What You
Can Expect In return for your leadership, talent, time, and
commitment, we offer the competitive compensation and benefits you
would expect of an industry leader, including paid short and long
term disability, vacations, and a 401(k) plan. Equal Employment
Opportunity Annex Wealth Management is an equal opportunity
employer. We are committed to providing a work environment free
from discrimination and harassment. All employment decisions are
based on qualifications, merit, and business needs. We do not
discriminate based on race, color, religion, national origin, sex,
age, disability, genetic information, or any other protected
status. We encourage applicants of all backgrounds to apply.
PI19d5437926b2-26276-33920014
Keywords: Annex Wealth Management LLC, West Allis , Controller, Accounting, Auditing , Brookfield, Wisconsin
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