Top 23120 Internal financial advisors Jobs

Financial Controller
Yellowstone Country Club —Billings, MT
- $80,000 - $100,000 a year
- Weekends as needed
- CPA
- Mid-level
- 3 years
- Health savings account
- AD&D insurance
Quick Apply
Associate Financial Advisor - Wisconsin Heartland Associates
Thrivent —Madison, WI
- $36,000 a year
- Full-time
- Background check
- Mid-level
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- 401(k)
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Associate Financial Advisor - Afton Union Financial Group - Seattle, WA
Thrivent —Seattle, WA
- $100,000 - $140,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- 3 years
- Retirement plan
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M&A Advisor
S&D People Solutions —Totowa, NJ
- $160,000 - $200,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- CPA
- Health insurance
- Dental insurance
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Director of Planning Operations – Voyage Financial Advisors
Thrivent —Stevens Point, WI
- $90,000 - $135,000 a year
- Full-time
- Hybrid work
- Background check
- Office
- 3 years
- Profit sharing
- Disability insurance
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Tax Planner Associate
Pure Financial Advisors, LLC —San Diego, CA
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
Certified Financial Planner Professional
Galecki Financial Management —Fort Wayne, IN
- From $100,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
Staff Accountant
Bilsky Financial Group, Inc. —Canton, TX
- $20 - $30 an hour
- Full-time
- Mid-level
- Office
- 3 years
- 401(k)
- Flexible spending account
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Senior Accountant – Assurance Services
Burke CPAs & Advisors —Cincinnati, OH
- From $92,000 a year
- Full-time
- CPA
- Office
- GAAP
- Health savings account
- Paid holidays
Quick Apply
Licensing & Contracting Specialist
MarketShare Financial —Carmel, IN
- From $65,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- 3 years
- Health savings account
- Disability insurance
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Support Advisor - Inspired Wealth Advisors
Thrivent —Lexington, KY
- $60,000 - $80,000 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Paid time off
Quick Apply
Financial Accounting and Systems Manager
Four Seasons Sotheby's International Realty —South Burlington, VT
- $90,000 - $95,000 a year
- Full-time
- Hybrid work
- Background check
- 7 years
- CPA
- Health savings account
- Health insurance
Quick Apply
Contracts & Business Risk Specialist
IRWIN SEATING COMPANY —Grand Rapids, MI
- Mid-level
- Office
- 3 years
Quick Apply
3d
Estate Planning Paralegal
Pierro, Connor & Strauss, LLC —Latham, NY
- $65,000 - $85,000 a year
- Full-time
- Mid-level
- 3 years
- Databases
- Health savings account
- AD&D insurance
Quick Apply
Director of Finance
Community Action of Greater Indianapolis —Indianapolis, IN
- $85,000 - $90,000 a year
- Full-time
- Office
- Bachelor's degree
- Business Administration
- Health insurance
- Dental insurance
Quick Apply
Corporate Controller
EJ —East Jordan, MI
- Urgently hiring
- CPA
- 5 years
- Office
- Wellness program
- Paid parental leave
Quick Apply
Vice President of Finance/Corporate Controller
Elevated Industrial Solutions —Denver, CO
- $140,000 - $170,000 a year
- Full-time
- CPA
- Office
- Analysis skills
- Health savings account
- Paid holidays
Quick Apply
11d
Senior International and Subsidiary Accountant
Robbins, A Global TBM Company —Solon, OH
- $80,000 - $90,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Finance
- Disability insurance
- Health insurance
Quick Apply
Director, Retail Mortgage Originations
Wright-Patt Credit Union Inc. —Beavercreek, OH
- 5 years
- Bachelor's degree
- Recruiting
Quick Apply
Head of Finance
Keefe's Air Conditioning & Heating, Inc —Harvey, LA
- Full-time
- CPA
- Inventory management
- Ability to walk for extended periods
Quick Apply

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Financial Controller

Yellowstone Country Club -
Billings, MT

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Job Details

Full-time
$80,000 - $100,000 a year

Benefits

Health savings account
AD&D insurance
Disability insurance
Relocation assistance
401(k) 3% Match
Health insurance
Dental insurance
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Employee discount
Life insurance

Qualifications

Bachelor's degree
Accounting and finance experience

Full Job Description

Controller

Related Titles: Accountant; Comptroller; Director of Finance; Chief Financial Officer; Director of Financial Services
Reports to: Chief Operating Officer/COO
Classification: Salaried, Exempt

About Yellowstone Country Club

Founded in 1949, Yellowstone Country Club is a Distinguished Club recognized for its exceptional facilities and member-centric culture. Following a comprehensive clubhouse and pool rebuild in 2019, the Club also features a newly renovated Robert Trent Jones golf course, along with premier tennis and pickleball courts. Yellowstone Country Club delivers an elevated private club experience defined by outstanding amenities, personalized service, and an unwavering commitment to excellence.

Education and/or Experience

Bachelor’s degree from a four-year college or university; with a concentration in business or administration and an accounting major or minor, including coursework in financial analysis and auditing.
Three to four years of professional accounting experience, with at least two years at the Controller level or equivalent preferred.
Experience overseeing information technology operations preferred.

Job Knowledge, Core Competencies, and Expectations

Consistently monitors cash flow and financial performance.
Ability to calculate figures and amounts related to bookkeeping, payroll, budgeting, statistical analysis, and probability statements.
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and governmental regulations.
General knowledge and understanding of retirement and benefit plans.
General knowledge of applicable federal and state employment laws and best practices.
General knowledge of and ability to perform required roles during emergency situations.

Job Summary (Essential Functions)

The Controller directs the financial operations of the Club and oversees all accounting functions while serving as a key strategic partner to the COO. This role provides leadership in budget management, cost-benefit analysis, financial forecasting, and internal controls. The Controller develops and administers policies related to accounting, auditing, budgets, taxes, and financial systems; prepares financial statements and analyses; evaluates operating results; and identifies opportunities for improved financial performance. The position also serves as a liaison to the finance committee and is responsible for the staffing, training, and professional development of the accounting department.

Job Tasks and Duties

Prepares or directs preparation of monthly trial balances and financial statements, including income statements, balance sheets, and supporting schedules.
Manages internal controls to ensure accuracy of records and compliance with established policies and procedures.
Prepares operating budgets and financial forecasts in coordination with the COO, department heads, and committees; analyzes budget variances and recommends corrective actions.
Prepares and verifies financial reports for regulatory agencies and professional organizations.
Directs and verifies inventories of food, beverage, supplies, equipment, furnishings, and other Club assets.
Ensure insurance records for Club property and assets are properly maintained.
Reconciles monthly ledgers, including accounts receivable, accounts payable, bank accounts, asset accounts, and wage accounts.
Advise department heads on the financial aspects of their operations and responsibilities.
Prepares or supervises preparation of federal, state, and local tax returns.
Prepare accounting reports for the Board of Directors, Executive Committee, and other Club committees.
Ensures effective receiving and storeroom control procedures are in place and consistently followed.
Cross trains administrative staff on accounting tasks.
Attend Board meetings, finance committee meetings, and other meetings as required.
Oversee member billing, collections, and accounts receivable in accordance with Club policies.
Maintains vendor credit applications and records.
Audits member and guest charges, cash sheets, and expenditures to ensure accuracy and compliance.
Safeguards Club funds and oversees bank deposits and check issuance.
Maintains tournament accounting records and financial statements.
Monitors delinquent accounts and advises management on potential risks.
Oversees issuance and management of membership certificates, including transfers, cancellations, refunds, and recoveries.
Collaborates with external accounting firms and advisors.
Prepare the annual financial report for presentation at the Club’s annual meeting.
Works with the COO and department heads on capital budgets and long-term financial planning.
Maintains confidentiality regarding Club, member, and employee information.
Negotiates and secures property and casualty insurance coverage to protect Club assets.

Benefits and Perks

Yellowstone Country Club offers a comprehensive and competitive benefits package designed to support the health, financial well-being, and overall quality of life of our employees. Benefits include:

Medical, dental, and vision insurance
Short-term and long-term disability coverage
Basic Life and Accidental Death & Dismemberment (AD&D) insurance
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
SIMPLE IRA retirement plan with 3% employer match
Employee meals provided during scheduled shifts
Employee discounts on select Club services and amenities
Golf course access, subject to availability and Club policies
Additional employee perks and wellness initiatives designed to support work-life balance and professional well-being

Licenses and Special Requirements

Certified Public Accountant (CPA) license preferred.

Physical Demands and Work Environment

Ability to reach, bend, stoop, stand, and lift up to 40 pounds.
Ability to sit for extended periods of time.
Moderate noise level in the work environment.
The work schedule is generally Monday – Friday, however this is the hospitality industry and for certain events we have a team philosophy of all hands-on deck. A schedule of certain weekend or night events will be provided well in advance.

Job Type: Full-time

Pay: $80,000.00 - $100,000.00 per year

Benefits:

401(k) 3% Match
Dental insurance
Disability insurance
Employee assistance program
Employee discount
Health insurance
Health savings account
Life insurance
Paid time off
Relocation assistance
Vision insurance

Education:

Bachelor's (Required)

Experience:

Accounting : 5 years (Required)

License/Certification:

CPA (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

internal financial advisors jobs

Financial Controller

Associate Financial Advisor - Wisconsin Heartland Associates

Associate Financial Advisor - Afton Union Financial Group - Seattle, WA

M&A Advisor

Director of Planning Operations – Voyage Financial Advisors

Tax Planner Associate

Certified Financial Planner Professional

Staff Accountant

Senior Accountant – Assurance Services

Licensing & Contracting Specialist

Support Advisor - Inspired Wealth Advisors

Financial Accounting and Systems Manager

Contracts & Business Risk Specialist

Estate Planning Paralegal

Director of Finance

Corporate Controller

Vice President of Finance/Corporate Controller

Senior International and Subsidiary Accountant

Director, Retail Mortgage Originations

Head of Finance

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