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Neil Jesani Advisors, Inc.

Financial Controller

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Job Description

Financial Controller Neil Jesani Advisors, Inc. Sunrise, FL Job Details Full-time $175,000 - $210,000 a year 10 hours ago Benefits Paid holidays Disability insurance Health insurance Dental insurance 401(k) Paid time off 401(k) 5% Match Vision insurance 401(k) matching Life insurance Qualifications Teamwork CPA ERP systems Enterprise solutions implementation SOX Consolidated financial statement preparation Bachelor's degree GAAP Payroll Cash management Securities report preparation Post-merger integration Financial systems implementation Full Job Description Company Description Neil Jesani Advisors (NJA) is a premier national tax and advisory firm delivering comprehensive tax, compliance, accounting, tax controversy & resolution, and advisory solutions to high-net-worth individuals and mid-market businesses across the United States. Headquartered in the South Florida metro region (Sunrise, FL) with a West Coast office in Las Vegas, NJA leverages an elite, cross-disciplinary team of CPAs, Tax Attorneys, IRS Enrolled Agents (EAs), CFPs, fractional CFOs and other experts. For over 20 years, NJA has helped clients unlock transformative tax savings, maximize profitability, and build long-term financial security. Built on a foundation of white-glove, highly responsive service, we foster an internal culture centered on entrepreneurship, deep domain expertise, uncompromising integrity, and results-driven impact.
You can learn more here:
https://neiljesani.com/ As we enter an accelerated phase of hyper-growth and potential public market listing in near future, we are seeking an exceptional Financial Controller to super change and architect our accounting department. About the Role We are hiring a Financial Controller at the parent company level to own accounting, financial reporting, and internal controls across every NJA entity. This is a consolidated, multi-entity seat. You own the close, the consolidation, and the control environment across the tax and advisory practices, wealth management, transaction advisory, and the investment management platform — each with its own economics, entity structure, and reporting requirements.

It is also a build. You will lead the ERP implementation that replaces the firm's current accounting stack and bring financial reporting to a standard that supports audited financial statements and a public market listing. You are not inheriting a finished department — you are building the one that gets us there. The role reports to the Chief Financial Officer and is based on-site in Sunrise, Florida. What You'll Do Close, consolidation, and reporting Own the monthly, quarterly, and annual close across all NJA entities, including intercompany eliminations and consolidated financial statements Compress the close calendar and give leadership visibility into performance during the month, not weeks after it ends Produce consolidated and entity-level P&L, balance sheet, and cash flow reporting, plus practice-level and service-line profitability Own the technical accounting positions — revenue recognition, equity and compensation accounting, acquisitions, and fund consolidation Controls and audit Design and document the internal control environment, accounting policies, and chart of accounts to a public company standard Manage the external audit end to end, along with tax compliance and reporting to banks, lenders, and insurers Lead SOX readiness and public company reporting preparation in support of the firm's listing timeline ERP and systems Lead selection and implementation of the firm's ERP — chart of accounts design, entity and consolidation structure, data conversion, and cutover Integrate practice management, billing, payroll, and CRM systems into the accounting and reporting environment Replace manual process with documented, scalable process capable of supporting continued growth and new business lines Team and business partnership Build, lead, and develop the accounting team — general ledger, AP, AR, payroll, and billing Partner with the CFO on budgeting, forecasting, cash flow planning, and capital structure Work directly with the founder, executive leadership, and practice heads, and hold the business accountable to its numbers
Qualifications & Requirements Experience:
10+ years of progressive accounting and financial experience, preferably with elite accounting firm (mid to large-scale), professional services firm, private wealth management institution with $250 Million+ revenue.
Education:
Bachelor's degree in finance or accounting with CPA designation prefered.
Domain Expertise:
Hands-on ERP implementation experience — you have led a full-cycle implementation, not simply used the system afterward Multi-entity consolidation and technical accounting depth under US GAAP.
Other Requirements:
Public company experience — SEC reporting, SOX, or IPO readiness. Investment partnership or fund accounting exposure. Experience scaling a finance function through rapid growth or acquisition. Compensation & Executive Benefits At Neil Jesani Advisors, exceptional talent earns exceptional rewards. We provide superior compensation, executive-level resources, and a high-autonomy workplace.
Total Compensation:
Target range of $175,000 - $210,000+ (commensurate with performance and experience, with significant upside for top performers). 401(k)
Plan:
Company match up to 5% .
Health Coverage:
Premium medical, dental, and vision insurance packages.
Paid Time Off:
15 PTO days plus 10 paid major public holidays and supplemental firm holidays.
Work Environment:
Hybrid flexibility in a collaborative, intellectually curious environment that values both high productivity and professional well-being. How to Apply If you are really good at controllership and looking to be part of entrepreneurial team, we invite you to apply. Join us in redefining excellence in tax and financial advice. Neil Jesani Advisors is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive, high-performance environment for all employees.
Pay:
$175,000.00 - $210,000.00 per year
Benefits:
401(k) 401(k) 5% Match Dental insurance Disability insurance Health insurance Life insurance Paid time off Vision insurance
Experience:
SOX:
5 years (Required)
GAAP:
8 years (Required) ERP systems: 7 years (Required)
SEC Reporting:
7 years (Required)
License/Certification:
CPA (Required) Ability to
Commute:
Sunrise, FL 33323 (Required) Ability to
Relocate:
Sunrise, FL 33323: Relocate before starting work (Required) Willingness to travel: 25% (Preferred)
Work Location:
In person

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Health Insurance
  • Dental Insurance