Title:
Business Advisory – Controller
Location:
Any Location/Hybrid/Remote
Job Description:
JOB SUMMARY
Creative Planning (formerly BerganKDV) is a top tier wealth management firm that provides investment management services and full comprehensive financial planning in-house. Creative addresses all aspects of financial planning from estate planning, tax strategy and risk management to retirement, education, charitable planning, and business advisory – using all in-house specialists.
As the Controller on the Business Accounting Services team, you will work directly with clients to help manage their accounting and finance department, prepare financial reporting, and perform financial analysis. This position requires monitoring of details to effectively manage financial information and solve accounting issues for our clients.
JOB DUTIES
- Appropriate utilization and efficiency of software applications
- Development of budgets, forecasts, and KPIs
- Commission Calculations
- Prepare adjusting journal entries
- Assist in month end closing and reconciliations
- Review and analyze financial statements
- Maintain Fixed Assets schedule
- Process improvement through automation, and industry-specific best practices
- Prepare reports for year-end audits
- Ability to adapt to client needs by providing immediate short-term solutions while working toward implementation of long-term goals.
- Set and meet defined deadlines on projects with clients.
REQUIRED EXPERIENCE / QUALIFICATIONS
- 5+ years accounting experience.
- Familiarity with accounting systems; background with Great Plains preferred.
- Proficient in Excel
- Ability to work with multiple clients
PREFERRED EXPERIENCE / QUALIFICATIONS
- 1-2 years Accounting or Financial Analysis or other Financial Services experience
TECHNICAL SKILLS
- MS Office /Windows experience particularly financial modelling and data management in Excel
- Strong analytical and problem-solving abilities
- An understanding of financial statements
- Excellent written and verbal communication skills
- Ability to communicate effectively with clients via email and phone
EXPLORE THE WORKPLACE OF THE FUTURE
Creative Planning (formerly BerganKDV) is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something. Our values drive our decisions, and our passion is empowering people and creating wow experiences for our clients.
Creative Planning (formerly BerganKDV) Differentiators:
- Growth Potential
- Close-Knit Collaborative Team
- Mentor Program
- Employee Referral Rewards
- Comprehensive Benefits Package
- Customized Career Path
- Open Door Leadership Style
BENEFITS THAT GO BEYOND
We are proud to offer a competitive and comprehensive benefits package, with options designed to help you make the best decisions for yourself, your family, and your career. Our competitive compensation package is catered to reward you for your performance and recognize you for the value you bring to our business. In addition, our total package includes medical and dental coverage, matching 401(k) plans, PTO, observed holidays and a range of programs and benefits designed to support your physical, financial, and social well-being.
Creative Planning (formerly BerganKDV) is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
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