Earned Wealth

Controller

• Oversee company accounting operations including general ledger, field accounting, accounting policy, acquisition integration, and internal/external reporting
• Lead timely and accurate monthly, quarterly, and annual financial close processes
• Prepare internal and external financial statements in accordance with GAAP
• Ensure compliance with regulatory, tax, and financial reporting requirements
• Manage relationships with external auditors and coordinate annual financial audits
• Design and implement effective internal controls to safeguard company assets and ensure compliance
• Partner with the CFO and executive team to provide financial insights and support strategic decision-making
• Develop and maintain accounting policies, procedures, and documentation
• Supervise, mentor, and develop the accounting team
• Oversee consolidation of multiple business units and/or subsidiaries
• Participate in due diligence and integration for M&A activity
• Manage the company’s ERP and financial reporting systems; drive automation and process improvements

Corporate Controller

Salesforce Developer

• Own the end to end architecture of our Salesforce platform and integrated GTM systems
• Design, build, and maintain scalable solutions across Sales Cloud, Marketing Cloud, and Service Cloud
• Collaborate cross-functionally with Sales, Marketing, Customer Success, Finance, and Product to align systems with business objectives
• Lead the integration and optimization of tools such as HubSpot, Outreach, LeanData, CPQ platforms, and DocuSign
• Ensure secure and reliable Salesforce API integrations (REST, SOAP, Bulk API) and manage middleware as needed
• Build automation and scripting solutions to improve performance and reduce manual work
• Evaluate and improve system architecture for scalability, performance, and maintainability
• Manage third-party vendors and consultants supporting implementation and ongoing system administration
• Stay current with Salesforce ecosystem developments and proactively recommend

Corporate Controller

Salesforce Architect