Goals Recruiting Group

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Job Title: Controller Location: Katonah, NY (On-Site, 5 Days/Week) Pay: $150,000 – $200,000 base + bonus (DOE) About the Firm A growing $1.5B AUM Registered Investment Advisor (RIA) & Family Office in Katonah, NY, providing wealth management and family office services to high-net-worth clients. Role Overview Hands-on Controller role managing all financial operations. Individual contributor position with no direct reports, but high visibility and strategic impact. What You’ll Do • Manage A/R, A/P, budgeting, reconciliations, general ledger • Oversee financial reporting, tax filings, partner reporting, cash flow • Ensure strong internal controls & compliance • Support Family Office client accounting & planning • Work directly with firm leadership What We’re Looking For • 7–10 years accounting/finance experience • RIA/Family Office or public accounting background (audit/assurance) preferred • CPA a plus • Sharp, polished, personable professional • Must enjoy a hands-on role (no prior A/R or A/P required if eager to learn) • Solid career progression - not a job hopper Why Apply • Join a thriving, well-established firm • Direct ownership of accounting & finance operations • Competitive comp: $150k–$200k + bonus • Work with a high-caliber, growth-focused team Job Type: Full-time Pay: $150,000.00 - $200,000.00 per year Benefits: • 401(k) • 401(k) matching • Dental insurance • Health insurance • Life insurance • Paid time off Work Location: In person