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Tatum by Randstad

This is a Full-time position in Wilmington, DE posted June 10, 2021.

Our client is a boutique Wealth Management firm located in the beautiful suburbs of Wilmington.

They are seeking a controller to join their exciting growing business. This position reports to the CFO and the Controller will be responsible for the oversight of Balance Sheet Management, General Ledger maintenance and monthly Financial Statement preparation.

The Controller will lead the day-to-day finance operations, budgeting, forecasting and supervise the accounting and compliance.

This is a controller role to be trained to move into the CFO role eventually!


For immediate consideration please send your resume to:

Oversees all aspects of the financial operations of the Company.

Prepare annual financial statements for four investment limited partnerships for the annual audit and review related tax returns.

Liaison for the annual audit.

Provide guidance on a variety of accounting matters to drive business decision-making and ensure proper accounting and disclosure Establish and maintain accounting policies, leading practices and procedures to ensure US GAAP compliance Oversee weekly cash management, approve large payables, sign checks, authorize large wires and ACHs Monthly preparation of the NAV reporting for one of the limited investment partnerships, calculation and collection of all partnership management fees and payment of expenses.

Responsible for the overall SEC compliance policies and procedures program.

Liaison with the administrator on three of the investment limited partnerships.

This position is also supervising 1 Bookkeeper Team leader for the compliance committee.


Bachelor’s degree or higher, with an emphasis in accounting or finance CPA required 6+ years’ experience across a mix of public accounting, corporate accounting operations and accounting. My client is also open for someone coming out of public accounting ready for the next step Highly organized with the ability to multi-task, prioritize and complete tasks efficiently Competent knowledge of MS Word, PowerPoint, Excel, Teams
For immediate consideration please send your resume in word document to:


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