Join the LLR family of private equity-backed growth companies.

Soltis Investment Advisors is a dynamic and growing Registered Investment Advisor (RIA) backed by private equity, committed to delivering best-in-class financial services. As we continue to expand, we are seeking a highly skilled Controller to professionalize our accounting and finance function, streamline processes, and support strategic growth initiatives, including mergers and acquisitions (M&A).

Position Summary:

The Controller will play a critical role in overseeing the accounting and financial reporting functions, ensuring compliance with US GAAP, and optimizing internal controls. This individual will lead the month-end close, budgeting, and forecasting processes while leveraging technology to enhance efficiency. The ideal candidate is an experienced, detail-oriented finance professional with a passion for process improvement, strong analytical skills, and excellent communication abilities.

Key Responsibilities:

• Oversee the financial statement close process, ensuring accuracy and timeliness.
• Manage the budgeting and forecasting functions, providing insights to executive leadership.
• Ensure compliance with US GAAP and regulatory requirements.
• Lead M&A accounting integration efforts, including due diligence and post-acquisition consolidation.
• Implement and enhance financial systems and reporting tools to drive efficiency.
• Identify and execute process improvements to streamline accounting and financial operations.
• Develop and maintain internal controls to safeguard company assets and financial integrity.
• Collaborate with executive leadership to support strategic initiatives.
• Manage and mentor accounting team members to build a high-performing finance function.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field (CPA strongly preferred).
• 7+ years of experience in accounting or finance, with at least 3 years in a Controller role.
• Strong technical knowledge of US GAAP and financial reporting.
• M&A experience, including due diligence and integration.
• Expertise in month-end close, budgeting, and forecasting.
• Highly IT-savvy, with experience implementing or optimizing financial systems.
• Detail-oriented with a track record of process improvement and professionalizing finance functions.
• Strong communication and leadership skills, with the ability to present financial insights to stakeholders.
• Based in Salt Lake City, UT, or Lehi, UT, or willing to relocate (hybrid work model, mostly in-office).

Why Join Us?

• Opportunity to lead and shape the finance function within a growing, PE-backed firm.
• Collaborative, high-impact role with direct exposure to senior leadership.
• Competitive salary and benefits package.
• Hybrid work model with a strong in-office culture in Salt Lake City or Lehi, UT.

Benefits & Pay:

• Salary: Commensurate with experience.
• Health Insurance: Multiple health plan options with significant employer premium coverage for health, dental, and vision insurance.
• Retirement Savings: Employer-matched retirement plan, fully vested, with covered administration and management fees.
• Paid Time Off: Paid vacation, personal leave, and floating holidays, with increased accrual rates based on years of service.
• Parental Leave: Paid maternity and paternity leave.
• Wellness & Additional Support: Wellness benefits, including health club membership reimbursement, and paid leave for bereavement, jury duty, and military service.

If you are a highly motivated financial leader with a passion for process improvement, M&A, and leveraging technology to drive efficiency, we’d love to see your application!