Palm Financial Partners (Newly Formed, PE-Backed RIA Aggregator)

Job Title: Group Controller

Company: Palm Financial Partners (Newly Formed, PE-Backed RIA Aggregator) 

Role: Group Controller (reporting to CFO) 

Location: Washington D.C. Area or New York City (Remote candidates also will be considered) 

Mission: To partner with the CFO and executive team to build a best-in-class wealth management business, capable of onboarding 10+ acquisitions per year & maintaining accurate financials for purposes of internal + external reporting. 

Job Description: 

We’re seeking a controller and own all corporate accounting operations, including financial close process, internal and external reporting, detailed financial analyses and integration of the accounting tech stack. They will both run a team at HQ as well as advise and work with all regional and OpCo company finance teams on onboarding, driving consistency in accounting policies, consolidation and reporting. This is a new position at an early-stage HoldCo where the Controller will work closely with the CFO to build systems and processes that can support a high-paced M&A strategy from scratch. This also emphasizes the need for “scrappy” candidates who are willing to take on basic but essential business responsibilities while we build out the team over time

 Role Requirements: 

• CPA Required 
• 6+ years of experience applying GAAP standards, complex accounting pronouncements, including ASC 805 (business combinations) to a business growing organically and via acquisition 
• M&A Accounting and experience of the financial standup of acquired businesses 
• Experience of leading the consolidation of the books across a company 
• Familiarity with ERP implementations (ideally Microsoft Business Central) is preferred 
• Experience of leading audit and tax workstreams 
• Lead accounting on-boarding of new companies (with specialist/consultant help) 
• Experience of managing teams at various levels, including regional pods and OpCo accounting teams 
• Controllership experience from a Wealth Management/RIA environment is highly preferred 

Person requirements: 

• Contributes positively to a business’ culture 
• Desire to work in a fast-paced M&A strategy
• Strong communicator to all levels 
• Detail oriented and organized 
• Entrepreneurial, operator type mindset 
• High degree of accountability
• High EQ 

Compensation

A competitive compensation package will be offered alongside our benefits package including full medical and dental coverage, unlimited PTO, 401(k) match, family planning support, and much more.

DIVERSITY, EQUITY, & INCLUSION AT EVERGREEN

At Evergreen, we acknowledge that an emphasis on diversity, equity and inclusion (“DE&I”) is essential to hiring phenomenal people. To create the best home for businesses and spark success at our firm and throughout our portfolio, we aim to establish an environment where every person is welcomed, accepted and empowered to excel in their role. These beliefs run true to our PeopleFirst philosophy, which emphasizes attributes over experience, we strive to recruit and work with those from a range of backgrounds, which drives creativity and innovation. At Evergreen, we recognize that we must continue to improve and expand and we are enthusiastic about maintaining Evergreen as one of the best places to work by ensuring a culture of inclusion and allowing everyone an unbiased opportunity to grow.