From Focus Financial Partners's posting. “We” and “our” refer to the employer.
Position Summary
Founded in 2003, Ancora Holdings Group is a private wealth advisor and institutional asset manager focused on building distinctive investment strategies and robust wealth & risk management solutions that help our clients achieve more. The firm’s comprehensive service offering is complemented by a dedicated team that has the breadth of a global institution with the responsiveness and flexibility of a boutique firm.
We are seeking an experienced accounting leader to serve as Controller
, owning the firm’s accounting function across multiple legal entities and business lines. Reporting directly to the Chief Financial Officer, the Controller leads the accounting team, owns the monthly and quarterly close, manages internal controls and audit execution, and serves as a key partner to both firm leadership and Ancora’s parent company.
This is a rare chance to step into a true controllership and own an accounting function end-to-end, with direct visibility to the CFO and firm leadership. It is well-suited to an accounting professional ready to take the next step into broad ownership and to make a visible mark early through a major systems transformation.
This position requires you to be onsite, no remote option.
Primary Responsibilities
Own the monthly and quarterly close across the firm’s multiple legal entities and business lines, including general ledger management, journal entries, accruals, adjustments, and account reconciliations.
Lead, develop, and hold accountable the accounting team — including two internal accountants and a dedicated offshore accounting team — setting priorities, reviewing work, and ensuring deadlines are consistently met.
Own the firm’s internal control environment and coordinate quarterly SOX control reporting and documentation.
Partner closely with the broker-dealer subsidiary’s Chief Compliance Officer and the outside FINOP on the entity’s standalone audit, serving as the accounting lead within that team — compiling and managing audit sample requests, and reviewing the financial statements and footnote language to ensure everything is sound from a GAAP perspective.
Coordinate the firm’s 401(k) plan audit, preparing schedules and interfacing with auditors in partnership with the CFO.
Oversee the quarterly management-fee billing and receivables process, partnering with and reviewing the work of the billing and operations team to ensure accurate, timely invoicing and collections.
Serve as a key liaison to Ancora’s parent company on applicable tax preparation, cash-flow management, and consolidated financial statement support.
Help lead the firm’s accounting systems transformation, including the upcoming migration to Workday, and continually identify opportunities to improve efficiency, strengthen controls, and reduce manual work across recurring accounting processes.
Deliver accurate, well-organized, and timely financial data across all entities to support CFO and leadership reporting.
Qualifications
Bachelor’s degree in accounting, finance, or a related field; CPA strongly preferred.
8+ years of progressive accounting experience, with demonstrated ownership of close, reporting, and audit processes.
Public accounting experience expected; prior external audit experience is a strong advantage given the role’s audit support and GAAP review responsibilities.
Direct people-management experience, including the ability to lead and develop a distributed team.
Experience in financial services, wealth management, RIA, broker-dealer, or asset management is a plus, though not required; a strong generalist will get up to speed quickly.
Demonstrated ability to manage breadth and complexity across multiple legal entities and business lines — success in this role depends as much on organization, process discipline, and follow-through as on technical accounting expertise.
Experience with accounting ERP systems (e.g., Acumatica, Workday, NetSuite, or Sage Intacct); ERP implementation or system-conversion experience strongly preferred given the firm’s upcoming migration to Workday.
Advanced Excel skills required; experience with Power BI or comparable BI/reporting tools a plus.
Familiarity with billing, expense, and payables platforms (e.g., SS&C/Advent products, Concur, AvidXchange) a plus.
Strong knowledge of GAAP, internal controls, and process documentation.
Base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.
Ancora is part of the Focus Financial Partners’ network firm community. As part of the partnership, Ancora remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.
About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.
The following language is for US based roles only
For California Applicants:
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For Indiana Applicants:
It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants:
I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants:
If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants:
Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for
compensation. The Company complies fully with the Americans with Disabilities Act.
Employer application notice
Equal opportunity and accommodations
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
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