Since 2017, Flourish has been on a mission to help financial advisors evolve from holistic advice to holistic implementation to better serve their clients and grow their businesses. We focus on independent Registered Investment Advisors (RIAs), delivering financial products that advisors can’t easily access today through beautiful, scalable, and easy-to-use technology.
Today, we work with over 1,100 RIAs that collectively represent more than $2.6T in assets under management across two products: Flourish Cash and Flourish Lending. Headquartered in New York City, we are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company.
Read on if you are interested in joining a dynamic, highly-collaborative, rapidly-growing startup—backed by the support and stability of a Fortune 500 company.
About You
You are a highly strategic, data-driven, detail-oriented, and exceptionally organized accounting leader who thrives in a fast-paced, entrepreneurial environment. You anticipate needs, identify risks, and drive initiatives forward with minimal guidance. You bring financial discipline and clarity to operational execution and ensure the integrity of financial data across the organization.
You communicate effectively with cross-functional peers, auditors, and external stakeholders, and you know how to prioritize what truly warrants leadership attention. You actively use AI tools in your day-to-day work and are always looking for ways to automate and streamline accounting processes. You are excited to join Flourish at a pivotal stage, and are motivated by the prospect of building a scalable accounting function.
About the Role
Flourish is transitioning to a standalone, PE-backed organization. This is a hands-on, execution-focused Controller role to lead accounting operations and ensure financial integrity during a critical stage of growth and product evolution.
As the Controller, you will report directly to the CFO and oversee accounting, financial reporting, broker-dealer regulatory reporting, audit, tax, and compliance, while strengthening financial operations and supporting scalable growth. You’ll manage a Staff Accountant and work closely with the Financial Planning and Analysis Manager, who also reports to the CFO.
Principal Responsibilities
Lead comprehensive accounting operations, including close, reporting, controls, and GAAP financial statement preparation
Own regulatory financial reporting for Flourish Financial LLC (our FINRA-member broker-dealer) and other regulated entities, including net capital computations, FOCUS filings, annual audited financial statements, and other SEC/FINRA requirements, either directly as FINOP or by managing outsourced FINOP and compliance partners
Manage audit readiness and the external auditor relationship
Oversee implementation of new accounting standards
Own KPI integrity of financial reporting and underlying accounting data
Manage cash flow visibility and working capital reporting
Manage the third-party tax service provider and all compliance filings across jurisdictions
Partner with the Financial Planning and Analysis Manager to ensure budget, forecasts, and management reporting tie to the accounting records, and with the CEO, CRO, and leadership on reporting alignment
Identify, quantify, and communicate business risks and opportunities, considering financial, compliance, and operational risk
Lead projects with accounting and reporting requirements from planning through implementation
Support carve-out efforts, TSA exit, and standalone readiness
Drive operational efficiency by building scalable accounting infrastructure and tooling as needed (coordinating with third-party implementation firms) and automating and streamlining the close, reconciliations, reporting, and other workflows
Hire, lead, and develop a Staff Accountant, and scale the accounting team as the business grows
Minimum Qualifications
Bachelor's degree in Finance, Accounting, and a professional accounting…