Financial Controller

About Us

Well-known financial advisors Michael Kitces and Alan Moore witnessed firsthand the growing demand for fee-for-service financial planning. This inspired them to create a solution that could streamline billing processes for advisors while ensuring regulatory compliance. Since its public launch in 2018, AdvicePay has become a cornerstone of the financial planning landscape, serving thousands of advisors and firms nationwide and earning recognition for its innovative approach.

Today, AdvicePay continues to grow and adapt with new features and partnerships, enhancing the platform's capabilities. Driven by our belief in the fee-for-service model, our mission remains clear: to empower advisors and firms in offering fee-for-service financial planning. Our aim is to make getting paid for advice easy and scalable for everyone involved – from advisors to the home office, and clients. As the industry evolves, we're dedicated to staying ahead of the curve, ensuring that AdvicePay remains the trusted solution for financial professionals nationwide.

We are headquartered in Bozeman, Montana and we are incredibly proud to be listed on the Inc. 5000 list of America's Fastest-Growing Private Companies for 3 years in a row, as well as being recognized as a 2022 WealthTech 100 company, which places us among the top 100 innovative FinTech providers in the world addressing opportunities faced by the wealth and asset management industries.

You’ll love working here if you value - and want to contribute to - a positive, inclusive, innovative, and “Get Sh*t Done” culture where teammates help one another succeed and are committed to doing the right thing. If you're up for the challenge of disrupting an industry, join us.

About the Position

AdvicePay is seeking an experienced Financial Controller to play a key role in supporting our continued growth. Reporting to the Head of Finance, this person will be hands-on in leading our day-to-day accounting operations, ensuring the accuracy of our financial data, and providing insights that help guide strategic decisions. You'll collaborate across the company, from leadership to team members, to bring financial clarity and support. This role is ideal for someone who thrives in a dynamic team environment, values integrity and transparency, and enjoys rolling up their sleeves to make an impact.

What You’ll Be Doing

• Lead and manage the daily operations of all accounting functions, including revenue and receivables, expenses and payables, banking and cash management, and other related areas.

• Manage the monthly financial close, ensuring the completion of all necessary journal entries and general ledger account reconciliations. Ensure accurate financial transaction assignments for reliable financial reporting.

• Generate monthly financial reports, including the balance sheet, income statement, statement of cash flow, and summary of key financial performance indicators for the company and all departments.

• Perform a detailed monthly financial analysis of company performance, identifying key trends, variances, and opportunities for improvement.

• Manage company cash flow and prepare cash flow projections.

• Assist Head of Finance with the preparation of annual budgets and forecasts.

• Build positive working relationships and collaborate cross-functionally with all departments, offering financial expertise, insights, and support.

• Act as the “go-to” finance and accounting expert for the company to help develop financial literacy at all levels of the organization.

• Be a trusted partner across the business, building confidence in our financial processes by acting with integrity and transparency in all your work and interactions.

• Stay current with GAAP and applicable tax laws, ensuring compliance in all financial activities.

• Perform administrator tasks for accounting software ensuring integrations and automations are maintained and working properly.

• Collaborate with tax advisors, and regulatory agencies to ensure compliance with all filing requirements. Support tax planning throughout the year and the accurate and timely filing of the annual corporate tax returns and 1099-Ks.

• Support HR in payroll operations by serving as payroll backup, ensuring accurate financial accounting of payroll transactions, and collaborating on compliance, reporting, and audits as needed.

• Maintain and develop Finance Policies and Procedures, and ensure adequate internal controls are in place and operating effectively across all financial processes.

• Serve as a mentor and collaborative resource to the Staff Accountant, helping strengthen technical skills and financial knowledge

• Project work as directed by the Head of Finance.

• Other duties as assigned

Key Measureables for Success

• Accurate and timely monthly close

• Insightful dashboards and key metric reporting

• Reliable support for accounting implementations and ad hoc reporting

• Scalable, well-documented accounting processes and systems

The Deets

• Start Date: November 2025

• Status: Exempt, Full-time (40-45 hours/week)

• Location: Bozeman, MT

• Department: Finance

• Reports to: Head of Finance

• Travel: None

Compensation & Benefits

• Salary: $117,376/year based on the accountability level reflected in our transparent salary structure (shared with all team members upon joining)

• Flexible paid time off days to maintain work-life harmony (we encourage and support that you take at least 3 weeks off per year!)

• 11 paid holidays when the office is closed

• 401(k) with match - you put in 6% and we put in 4.5%

• 12 weeks of paid parental leave for the birth or adoption of a child

• Health benefits package provided of up to $450/month for an individual, $1000/month for families

• Dental, Vision, Voluntary Life and AD&D, and Accident insurance options

• Employer-paid life insurance

• Employer-paid long-term disability coverage

• Up to $1800/year to cover the cost of working with a financial planner, plus up to $500 toward the one-time upfront fee

• $250/quarter to spend on yourself specific to our core value of “Be Well Being You”

• $500 donated to a non-profit organization of your choice when you volunteer 40 hours/year

• $2,000/year in Professional Development funds

• A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years

• Subsidized employer-sponsored childcare through our internal daycare program for Bozeman area Team Members

• Pet insurance

• Company-owned laptop provided

Please see our Team Member Handbook to learn more about the benefits and perks we offer!

What You’ll Bring to the Table (If you think, “I only meet 80% of these qualifications”, still apply!)

• 5-8+ years total accounting/finance experience, including at least 2–3 years in a senior accounting or controller-level role.

• Experience in a high-growth environment is a strong plus.

• Bachelor’s degree in Accounting, Finance, or a related field or equivalent experience.

• Strong knowledge of GAAP, financial reporting, and accounting principles. 

• Excellent leadership, communication, and management skills.

• Proven ability to collaborate cross-functionally to build strong relationships with both leadership and team members across departments

• Exceptional attention to detail and accuracy

• High sense of personal responsibility and integrity (required)

• An understanding of and strong alignment with our core values (required)

• Legally authorized to live and work in the United States (required)

  AdvicePay participates in E-Verify to confirm the identity and employment eligibility of all new hires.

What’ll Make You Stand Out from the Crowd

• Prior experience as a CPA

• Prior experience with QuickBooks Online or Rippling

Application

• In lieu of a cover letter, please respond to the following prompt in 2–3 paragraphs:
  In your past roles, how have you ensured the accuracy and integrity of monthly financial statements (such as budget vs. actuals, P&L, balance sheet, and cash flow)? Please tell us about the specific steps you took, referencing the roles on your resume where you put these practices into place.
  

  Note on AI use: While AI is a useful tool for refining your work, please ensure this response is primarily in your own words and reflects specifics from your own experience. We're interested in seeing your unique communication style and personality shine through.

• Resume (to be uploaded)

Applications will be reviewed as they are received. Please note that we review every application individually, and because our team is small, we’ll be closing this posting once we’ve received a manageable number of applicants (around 50 - 75). If you’re interested in this role, we encourage you to apply sooner rather than later - we don’t want you to miss the window!

Process

1. Initial phone screen answering a few short questions about AdvicePay and the position

2. First-round interview with the hiring manager

3. Work sample

4. Final round in Bozeman, including:

   • Company Core Values interview

   • An informal coffee chat to get to meet some current AP team members

   • A final interview with an AP Executive

   • Final wrap interview with the hiring manager

Our typical hiring process takes 4-6 weeks from when we first post the job to when we extend a final offer

After applying, please be on the lookout for an email from us confirming receipt of your application, as well as future correspondence (emails sometimes get caught in your Junk/Spam folder or a Promotions tab)

AdvicePay believes that our Team Members, and the individual identities and experiences of our Team Members, are our key differentiators. We won't settle for mere acceptance of each other's differences because we maintain that our Team is better because of our differences, not in spite of them. As such, our culture celebrates, champions, supports, protects, and thrives on our various and collective identity categories. AP is beyond proud to be an equal opportunity employer.