Controller, Finance & Banking, Financial Manager

Overview

We are seeking a highly skilled and detail-oriented Controller to oversee and manage our financial operations. The Controller will be responsible for ensuring the accuracy, compliance, and efficiency of NEXT’s financial processes. This role will work closely with third-party bookkeepers and CPAs, manage reporting and compliance requirements, and support strategic decision-making through budgeting, forecasting, and financial analysis. This is a part-time position (approximately 20 hours per week).

• Oversee preparation of financial statements in coordination with third-party bookkeepers
• Manage annual tax filings in collaboration with external CPAs
• Handle occasional city/state filings and tax payments
• Prepare budgets, forecasts, and pro forma P&L statements
• Develop and maintain revenue reporting and advisor payout calculations
• Coordinate billing processes and ensure timely collections
• Compliance & Corporate Administration: manage corporate entity filings and servicer payments; ensure compliance with federal, state, and local regulations
• Oversee payroll processing and 401(k) administration
• Implement and leverage FP&A tools to create new reporting and analytics
• Provide insights to support strategic and operational decision-making
• Perform any additional tasks necessary to maintain the corporate financial health of the business

• Bachelor’s degree in Accounting, Finance, or related field (CPA or CMA preferred)
• 10+ years of progressive accounting/finance experience, including Controller-level responsibilities
• Strong knowledge of GAAP and corporate tax compliance
• Proficiency with accounting software and FP&A tools (experience with Datarails a plus)
• Excellent analytical, organizational, and communication skills
• Ability to work independently and manage multiple priorities in a part-time capacity
• Flexible schedule (approximately 20 hours per week)

Founded in 1999, Next Capital Management is an independent, SEC Registered Investment Advisor that offers investment and advisory services to high-net worth individuals, families, trusts, and businesses in a multi-family office style approach. At Next Capital, we strive to deliver a thoughtful, customized wealth management experience. We foster a collaborative atmosphere that is both dynamic and professional.