My client, a wealth management and registered advisor, has approximately $100 billion of assets under management and has had an annual growth rate of nearly 50% over the last five years. The company is owned by private equity and is highly acquisitive. This role will lead a team of 28 through 4 direct reports. We are targeting a candidate that can drive business and process improvement within the Controllership function.
The Controller oversees all accounting operations, ensuring accurate financial reporting in compliance with GAAP, SEC and other regulatory requirements and overseeing the financial controls associated with these activities.
Job Functions:
Drive accounting results
Direct all aspects of accounting operations, overseeing all transactions related to general ledger, receivables, payables, fixed assets, payroll, equity, hedges, debt and purchase accounting
Oversees calculation and proper accounting for all accruals and reserves (revenue accruals, advisor compensation accruals, errors reserve, bad debt, legal reserves, benefit accruals, post-closing consideration, etc.)
Understand the complexities of each new, unusual or material transactions to ensure compliance with GAAP.
Coordinate monthly close timing and ensure adherence to schedule
Establish KPIs, monitoring process for metrics and reporting standards
Ensure all accounting policies adhere to GAAP, SEC and FINRA standards. Remain up-to-date on all proposed legislation and accounting guidance updates.
Develop and lead the accounting team
Leads, coaches and develops the accounting department (25+ members)
Promote continuous improvement through leadership, guidance and education
Drive operational efficiencies to reduce monthly close timing from 8 days to 3 days
Serve as the primary interface to SEC, FINRA, bank and external audits
Responsible for annual selection and relationship management of external financial auditors
Plan the audit process and timeline. Ensure proper resources are available and adequately trained to achieve clean audits.
Coordinate the work requested for both internal and external audits of the company financial records and implement agreed-upon recommendations related to areas of responsibility resulting from audit findings.
Develops and/or enhances, implements, and enforces policies and procedures by way of systems that will improve the overall operation and effectiveness of the organization.
Establish technical accounting guidance policies and ensure accounting memos are updated timely. Review all new or unusual transactions with CFO to ensure alignment.
Drive a daily focus on continuous improvement and utilization of GL system functionality (Workday), written procedures, standardized processes, etc.
Oversee accounting and operational processes for M&A activity. Develop standard processes for firm integration and a reporting process for all non-standard decisions.
Build or enhance internal controls on key risk areas. Enforce compliance of all internal controls to maximize protection of company assets, policies, procedures and workflows.
Establish review and sign off process to ensure accuracy of regulatory reporting.
Ensure completeness of all books and records
Education / Experience
Bachelor of Science required. Bachelor of Business Administration, Accounting preferred.
MBA/CMA/CPA preferred.
10+ years in a related role is required. Prior experience working for a broker-dealer, RIA firm or financial services organization in a publicly traded company is preferred
Inter-personal and communication skills working with people at all levels
Microsoft Offices proficiency to develop presentations; decks & reports
Experience communicating sensitive information
Experience coaching, developing and building a team of accounting professionals
SkyWater is thrilled to be exclusively partnering with a growing cooperative in the Twin Cities looking to add an Accounting Manager (newly created role!) to their team!
This is a fantastic opportunity for a senior accountant looking to step into their first manager role! Overseeing a small team, you will have the opportunity to cultivate management skills, while still very much being a doer.
Reporting directly to the VP of Finance & Admin, who we’ve known for years, you will be her right-hand person for all things accounting related.
.We are seeking an experienced and dynamic Director of Service and Solutions to lead our Retail, Mobile Technician Services, and Vendor Managed Inventory (VMI) Solutions teams. This individual will oversee a growing organization of 30+ team members, including 5 direct reports, driving operational excellence, sales growth, and customer satisfaction in the industrial distribution sector.
SkyWater Search Partners is excited to be partnering with a long time mission driven tech client to bring on a talented Senior Software Engineer to join one of their product teams. This PE backed company with over 1,000 employees is based in the midwest and has a global impact. To be successful in this role you will need to be able to contribute high quality code in a fast paced environment with the capability to help drive design, architecture, and technical understanding.
****Fully Remote. U.S. Based Candidates Only. ****
Our client, a purpose-driven marketing firm, integrates creativity, data analytics, and consulting to foster social impact and advance a healthier world.
They are actively looking for a Brand Strategist to join their team!
The ideal candidate for will have 5+ years of experience in brand strategy, a love for storytelling, and a talent for leveraging data to drive actionable insights. They should have expertise in revealing truths and crafting compelling strategies across diverse industries such as food, agriculture, and/or sustainability.
Individuals with advertising agency experience, a passion for creating business-building solutions, and a commitment to excellence within a purpose-driven environment are invited to apply.
Qualifications:
Identifies, analyzes, and synthesizes findings from a diverse range of research sources to deliver actionable insights.
Demonstrates exceptional writing and editing skills across various formats, including compelling reports, engaging client communications, and impactful presentations.
Clearly articulates and presents insightful strategic recommendations for clients, ensuring clarity and confidence with guided oversight.
Takes the lead in developing comprehensive research designs and content for a variety of methodologies, including surveys, workshop materials, in-depth interviews, focus groups, digital design, user experience, journey maps, as well as monitoring and measurement dashboards.
Provides mentorship and guidance to Associate and Junior Associate team members, empowering them to excel in delivering insightful and strategy-focused projects.
Contributes to the creation of dynamic workshop content, discussion guides, surveys, and other essential research instruments.
Collaborates in crafting compelling proposals that effectively showcase strategic approaches tailored to client needs.
Delivers polished and influential presentations that resonate with clients, driving engagement and commitment.
Pioneers innovative visualization techniques to enhance the presentation of insights and strategic solutions, making them more accessible and impactful.
Formulates strategic recommendations for clients in critical areas such as brand strategy, change management, and corporate culture, ensuring they are grounded in thorough research and designed for maximum effect, with guided oversight.
The estimated base pay range for this role is: $65,000 – $100,000
Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentives can be discussed with the recruiter leading the search.
Well-known PE-backed Chicago organization who is building out their technical accounting team. This reports directly to the technical accounting leader and has a direct line into C-suite — We are seeking someone who wants to be visible across the business and through technical accounting expertise drive process and performance improvement.
Hybrid (3x per week in-office) at great downtown Chicago location.
Qualified candidates will have 6 years of experience, preferably with prior experience at Big 4/Top-10 audit firms and currently in a technical accounting role.
Fantastic opportunity for any sitting “Managers” to get a title increase and more upward mobility. Apply directly!
My client is a MN-based automation company with a strong presence throughout the Midwest. They sell automation and assembly solutions to a variety of industries and OEMs.
The team is hiring a Territory Sales Representative to manage accounts and grow business throughout Western Iowa and Eastern Nebraska. They are targeting candidates with strong sales acumen, and experience with automation is highly desirable (but not a requirement). The role requires travel throughout the territory. Some limited overnight travel will be required (15% or less).
The company offers $80k+ base salary, commission, car program, comprehensive benefits, and a fantastic company culture. Most employees have been at the company for over 25 years!
Our Client is a leading customer experience agency based in Minneapolis. Together, we are on the hunt for an exceptional Director of Business Development who brings 8+ years of proven experience in business development, sales, or a related field, ideally within the realms of digital marketing, customer experience (CX), CRM agencies, or consulting environments.
This pivotal role will be crucial in propelling the agency’s growth by actively engaging and cultivating relationships with prospective clients. The ideal candidate will have a relationship-driven, solution-oriented approach to sales, ensuring an unparalleled level of service throughout the entire sales journey.
We are looking for a standout individual who can:
Identify, prioritize, and strategically engage CX, marketing, and digital decision-makers within enterprise brands across key sectors.
Build and manage a solid sales pipeline, with a strong focus on enterprise clients in key industries.
Conduct in-depth market research to uncover lucrative opportunities, trends, and gain insights into the competitive landscape within targeted sectors.
Drive top-of-funnel activities, including proactive outbound prospecting, effective networking, and relationship-building initiatives.
Serve as a distinguished representative for the agency at industry conferences, webinars, and events, significantly enhancing the agency’s visibility and expanding its network within target industries.
Ideally, this candidate is based in the Twin Cities, but we are open to exploring remote candidates as well. Depending on location, there would be periodic travel to the agency’s Minneapolis headquarters.
SkyWater is leading the search for an HR Business Partner with one of our top clients. The company is a 450-person, rapidly-expanding construction and manufacturing firm with a very optimistic future. They are adding to the HR function to keep up with the growth of the organization, and are building an HRBP team as a result.
The right candidate will be high-energy, employee-centric, relationship-oriented, who wants to be a trusted partner and strategic advisor. You must be passionate about employee development, leadership coaching and guidance, workforce planning, fostering an inclusive culture and creating solutions that enhance employee experience. It is also important that qualified candidates have robust experience navigating challenging and complex employee relations scenarios.
This is a hybrid work environment, so qualified candidates must be local to the Twin Cities and be willing to work onsite 3 days/week.
The organization offers outstanding benefits, s strong bonus potential, in addition to a competitive base salary.
Our client is a growing company in the construction industry. With PE-backing, and an established company going through growth, this Twin Cities-based subsidiary is looking to add an ServiceTitan Adminstrator. This person will need to have ServiceTitan experience: Implementation, support, configuration, reporting, etc.
This position can be avilable to anyone inside of the US. But you must be willing to be in Minnesota during a ramp up period
Our client cannt provide sponsorship at this time & you must be willing to be onsite at the start of this position.
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