SVP, Finance Controller jobs in United States
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The Well ยท 10 hours ago

SVP, Finance Controller

The Well is a growing, multi-entity financial services organization entering a pivotal phase of modernization, scale, and operational advancement. They are seeking a Senior Vice President, Finance & Controller who will serve as the senior-most day-to-day financial leader, responsible for strengthening financial rigor, transparency, and scalability across the organization.

Staffing & Recruiting
Hiring Manager
Briana Toal
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Responsibilities

Oversee all core financial functions, including controllership, accounting operations, treasury, financial reporting, and financial planning and analysis
Support growth initiatives, M&A activity, and enterprise-wide decision-making through accurate reporting, strong controls, and actionable financial insight

Qualification

Financial ReportingFinancial PlanningControllershipTreasury ManagementM&A ActivityStrategic VisionHands-on ExecutionFinancial GovernanceExecutive Leadership

Required

Senior finance leader with strategic vision and hands-on execution experience
Experience in complex environments
Strong understanding of disciplined financial governance
Ability to partner closely with executive leadership
Experience overseeing core financial functions including controllership, accounting operations, treasury, financial reporting, and financial planning and analysis
Experience supporting growth initiatives and M&A activity
Ability to provide accurate reporting and strong controls
Ability to deliver actionable financial insight

Company

The Well

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Your biggest constraint is not AUM. It is people. If you lead a wealth management business, you already know this.

Funding

Current Stage
Early Stage

Leadership Team

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Steven Perry
Founder
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Company data provided by crunchbase