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Network Firms
Mayfield Heights, OH
Source: Network Firms careers · View original posting
From Network Firms'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.
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
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