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Platform Wealth AdvisorsRIA · Holladay, UT

Financial Controller

  • Holladay, UT
Pay not posted by the firm. We never estimate it.

Posted October 27, 2026Verified live today on Platform Wealth Advisors’ careers site

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About the role

Role
Finance, HR and administration
Seniority
Director or MD
Mentioned
  • CPA
Apply Job Type Full-time Description

We are seeking a highly motivated and detail-oriented Financial Controller to join our Finance and Accounting team. This role will be responsible for overseeing technical general ledger accounting functions, ensuring compliance with U.S. GAAP, supporting accurate and timely financial reporting, and providing meaningful financial analysis to business stakeholders. The Financial Controller will drive process improvements and operational excellence across the accounting function.


The ideal candidate has a strong foundation in public accounting, exceptional attention to detail, excellent communication skills, and the ability to translate complex accounting matters into actionable business insights.


Who we are:

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 50+ offices across 15 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority.


What you will do:


Technical Accounting & Financial Reporting

  • Manage and oversee general ledger accounting activities, including account reconciliations, journal entries, month-end and year-end close processes.
  • Ensure compliance with U.S. GAAP and company accounting policies.
  • Research, document, and implement accounting treatment for complex or non-routine transactions.
  • Manage the preparation and review of monthly, quarterly, and annual financial statements and supporting schedules.
  • Support external audits and coordinate requests from auditors and other regulatory parties.
  • Maintain strong internal controls and identify opportunities for process improvements.

Financial Analysis & Business Partnership

  • Prepare and communicate financial analyses, trends, and key performance indicators to management and business stakeholders.
  • Partner with operational leaders to provide accounting guidance and financial insights that support business decisions.
  • Assist with budgeting, forecasting, and financial planning activities.
  • Develop reporting tools and dashboards to improve visibility into financial performance.

Leadership & Team Management

  • Manage, mentor, and develop the Accounting team.
  • Establish performance expectations, provide coaching, and foster a culture of accountability and continuous improvement.
  • Ensure timely and accurate processing of vendor invoices, payments, and expense reports.
  • Collaborate with cross-functional departments to resolve payment and vendor-related issues.

Process Improvement & Compliance

  • Evaluate existing accounting processes and implement efficiencies through automation and standardization.
  • Support the maintenance of accounting policies, procedures, and documentation.
  • Ensure compliance with company policies, internal controls, and regulatory requirements.

What we look for:


Required

  • Bachelor's degree in Accounting or Finance.
  • 8+ years of progressive accounting experience, including experience in public accounting.
  • Strong knowledge of U.S. GAAP and financial reporting requirements.
  • Experience managing general ledger accounting and month-end close processes.
  • Exceptional attention to detail and commitment to accuracy.
  • Strong analytical and problem-solving skills.
  • Excellent written and verbal communication skills with the ability to effectively interact with stakeholders at all levels of the organization.
  • Advanced proficiency in Microsoft Excel and accounting/ERP systems.

Preferred

  • Certified Public Accountant (CPA) license.
  • Experience in NetSuite and Adaptive.
  • Experience supervising or managing accounting staff.
  • Experience with process improvement initiatives and accounting system implementations.
  • Background in both public accounting and corporate accounting environments.

Key Competencies

  • Technical accounting expertise
  • Financial analysis and business acumen
  • Leadership and team development
  • Communication and stakeholder management
  • Process improvement mindset
  • Organization and attention to detail
  • Integrity and accountability

What we offer:

  • Tremendous opportunity to grow within a rapidly growing professional services firm
  • Ongoing informal and formal training and development
  • Opportunity to participate and observe management discussions and decisions
  • Competitive compensation
  • 401(k) , PTO, and medical benefits
  • Firm sponsored continuing education

Posted on Platform Wealth Advisors’ careers site and shown here in full, as the firm wrote it. Open the original posting

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