What's Awesome About Our Client?
· Established, growth-oriented firm with a strong track record
· Collaborative team culture that values shared success over individual output
· Nationally recognized company
· Clear, accelerated pathway to ownership opportunities
Why this job – CONTROLLER:
A nationally ranked investment management firm in Whitefish is adding a Controller to its leadership team. This is a high-impact role where you’ll own the full accounting function, support strategic decision-making, and help guide the financial direction of a long-standing Montana success story. If you're looking for a long-term home with stability, growth, and a team that values accuracy and integrity, this is an excellent opportunity.
What You'll Actually Do:
· Own accounting operations including internal processes and external vendor relationships
· Manage all QuickBooks activity: management fee revenue, expenses, journal entries, credit cards, and month/year-end workflows
· Prepare accurate and timely financial statements, tax filings, and reporting packages
· Oversee payroll and benefits administration in partnership with outside accounting firm
· Build financial models and projections for benchmarking, national ranking submissions, and internal planning
· Coordinate employee benefits: onboarding, insurance renewals, 401(k) activities, and general employee support
· Evaluate and improve internal controls, accounting processes, and compliance practice
· Analyze trends and provide insights and recommendations to the Executive Team
· Support strategic and entrepreneurial initiatives across the firm to ensure long-term stability and growth
To Be Successful in This Role, You Will Need:
· Bachelor’s Degree in Accounting or Finance
· CPA highly preferred
· 8-10 years of progressive accounting experience – Public accounting preferred
· Independent, organized, detail-oriented, and able to prioritize and manage diverse responsibilities
· Advanced Excel skills, with experience in QuickBooks, required
Where and How Much:
· Target Compensation $120K - $140K plus bonus
· 100% in office – Whitefish
· 3 weeks PTO + Floating holidays | Strong health benefits | Retirement plan options
Job Type: Full-time
Pay: $125,000.00 - $145,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
