Note: The job is a remote job and is open to candidates in USA. DayMark Wealth Partners is an independent Registered Investment Advisor serving high-net-worth individuals and institutions with comprehensive wealth management solutions. The Financial Controller will oversee all aspects of the firm's financial operations and reporting functions, ensuring compliance with accounting standards and managing the general ledger.

Responsibilities

• Develop financial strategy, including risk minimization plans and opportunity forecasting
• High-level financial reporting and analysis
• Regular budget consolidation
• Cash flow management
• Oversee the annual audit process, including coordinating with external auditors, managing the audit timeline, and preparing supporting workpapers and schedules
• Manage lender reporting and covenant compliance tracking, including preparing periodic financial packages required under credit agreements
• Support SEC financial reporting requirements, including assisting with ADV filings and maintaining the financial records necessary to satisfy regulatory obligations
• Support unit issuance and equity-level financial reporting in the context of M&A activity, including tracking unit economics, supporting purchase accounting, and maintaining cap table-related financial records
• Improve efficiencies and reduce costs across the business
• Keep stakeholders informed and involved in key areas of financial operations
• Debt management and collection
• Ensure compliance with statutory law and financial regulations
• Payroll processing
• Work closely with management or executive teams to share reports and analysis findings
• Mentor junior finance team members (if applicable)
• Provide reporting and data to capital partner

Skills

• Bachelor's or master's degree in either Finance, Economics, or Accounting
• 5+ years' experience in a similar role
• Deep knowledge of US GAAP
• Expertise in financial modeling, budgeting, and forecasting
• Advanced proficiency in Excel and experience with modern GL/accounting systems
• Well-developed leadership skills
• Exceptional organizational skills with the ability to manage multiple priorities simultaneously
• Strong written and verbal communication skills; client-facing poise and professionalism
• High degree of discretion and integrity when handling sensitive client and financial information
• Team-oriented mindset with the ability to collaborate effectively in a fast-paced advisory environment
• Self-starter with a solutions-oriented approach to problem-solving
• CPA designation preferred
• Experience or exposure to wealth management firms a benefit

Benefits

• Competitive base compensation commensurate with experience
• Performance-based bonus opportunity
• Comprehensive benefits package including health, dental, and vision
• 401(k) with employer contribution
• Collaborative, team-first culture with direct access to firm leadership
• Access to Dynasty Financial Partners’ full suite of WealthTech resources, training, and professional development programs
• Opportunity to grow within a firm that values long-term careers and promotes from within

Company Overview