This is a Full Time Position. West Coast Hours Preferred.

High performance environment. Read this before you apply.

I'll save you time. This firm is not for everyone. By my estimate, about one in five people can actually work the way we work — direct, fast, results-first, team-first, clean, politics-free, and without the grievance culture that quietly drains most offices. That's not a complaint about people. It's a statement of fit. The other four out of five will be happier somewhere else, and we'd rather they get there quickly.

Our clients trust us with the results of their life's effort — businesses they built, wealth they accumulated, decisions that will outlive them. Our internal culture exists to protect that trust. The directness protects it. The team orientation protects it. The focus on results protects it. The clean environment, the politics-free workplace, the refusal to let problems sit unresolved — all of it protects it.

Confidence Wealth Management is a boutique, independent, fiduciary firm that integrates investment, tax, and estate planning into a single coordinated plan. The work is legacy-weighted: clients bring us decades of accumulated wealth and decisions that outlive them. The internal culture runs on seven explicit values, and every one of them is also a filter.

If you read the seven values above and you got excited — like you've been looking for a place that actually operates this way — we should talk. If you felt anything else, you already have your answer.

— Rem Oculee, Founder & CEO

You won't fit here if…

• Direct feedback wounds you. If being told plainly that something is wrong feels like an attack, the daily rhythm here will exhaust you.

• You need to be softened, prepared, or coddled before hearing hard truths.

• You prefer deliberation for its own sake. Slowness as a proxy for "being thorough" reads to us as "not done yet."

• Your default status update is a description of what you're working on rather than what you finished.

• You say "I've been busy" instead of delivering, or "I'm still working on it" instead of either asking for help or shipping.

• You keep score of who got credit, who didn't, and what you're owed.

• Profanity, crude humor, or sexualized or off-color jokes are part of how you relax or bond with coworkers. This is not the place.

• You like to bring your politics to work, openly or by implication.

• You process frustration by talking about people instead of to them.

• You enjoy identifying problems more than resolving them. Water-cooler critique has no home here.

You'll fit here if…

• You can hear "that's not right, here's why, please fix it" without flinching or taking it personally.

• You give feedback the same way you want to receive it: respectfully, promptly, and unambiguously.

• You move quickly and adapt. You don't treat every small decision as a committee-level question.

• You measure your day by what you finished, not what you touched.

• If you said Thursday, it's done Thursday — or someone hears about it Wednesday.

• You ask for help when you need it, without apology or performance. Help is always available; confusion rarely is.

• You share credit instinctively. The team winning is the only win that counts to you.

• You keep a clean workplace by default — no profanity, no crude or off-color humor — because that's already how you carry yourself.

• You keep your politics out of client work and team communication, because you respect that not everyone shares them.

• If you have a problem with a teammate, you bring it to them with a proposed solution — not to someone else as a complaint.

• You care about the details because you understand that what we do affects families for decades.

Job Description: Financial Controller

About the Role

Confidence Wealth Management is seeking an experienced Financial Controller to take ownership of the firm’s financial operations and strengthen the financial discipline that supports our business.

This role is for someone who is highly organized, accurate, discreet, and capable of managing financial processes in a direct, fast-moving, high-accountability environment. The right person will not simply complete finance tasks — they will own the financial operating rhythm, identify risks before they become problems, improve systems, and help leadership make better decisions.

We are looking for someone who understands that clean financial operations are part of the firm’s trust infrastructure. Payroll, contractor payments, reporting, cash flow, reconciliations, controls, and approvals must be handled with precision, confidentiality, and urgency.

This is not a role for someone who needs constant direction, avoids hard conversations, or waits for problems to become obvious. It is a role for someone who takes ownership, communicates clearly, delivers on deadlines, and brings structure to financial operations.

What You’ll Own

You will be responsible for managing and improving key financial operations across the firm, including:

• Payroll coordination, review, and oversight

• Contractor payment management

• Vendor payment administration

• Bank transfers and payment approval support

• Budget planning and forecasting

• Monthly, quarterly, and annual financial reporting

• Cash flow tracking, planning, and visibility

• Expense management, categorization, and reconciliation

• Accounts payable and accounts receivable oversight

• Vendor and contractor financial administration

• Financial controls and process improvements

• Tax documentation and compliance coordination support

• Preparation of financial summaries for leadership

• Identification of financial risks, inefficiencies, and areas for improvement

• Documentation of finance processes, controls, and recurring procedures

What Success Looks Like

Success in this role means financial operations become cleaner, faster, more accurate, and more reliable.

Specifically:

• Payroll and contractor payments are accurate, timely, and properly documented

• Vendor invoices and payments follow a clear approval process

• Bank transfers and payment activity are reviewed with appropriate controls

• Monthly financial reporting is completed on time and in a format leadership can use

• Cash flow is visible, current, and forward-looking

• Expenses are properly categorized and reconciled

• Budget vs. actuals are reviewed consistently

• Financial risks or irregularities are flagged early

• Leadership receives clear financial summaries, not raw data dumps

• Financial processes are documented, repeatable, and continuously improved

• Sensitive financial information is handled with sound judgment and confidentiality

Key Responsibilities

Financial Operations

• Coordinate payroll processes and review payroll activity for accuracy

• Manage contractor payments and ensure supporting documentation is complete

• Oversee vendor invoices, payment timing, and payment approvals

• Track accounts payable and accounts receivable activity

• Support bank transfers and ensure proper authorization and documentation

• Maintain organized financial records and supporting documentation

Reporting and Analysis

• Prepare monthly, quarterly, and annual financial reports

• Create leadership-ready financial summaries

• Track cash flow and upcoming obligations

• Support budget planning, forecasting, and budget vs. actuals analysis

• Identify trends, risks, variances, and opportunities for improvement

• Translate financial information into clear, useful insights for leadership

Controls and Process Improvement

• Strengthen financial controls across payroll, payments, expenses, vendors, and reporting

• Identify gaps, inefficiencies, or risks in current finance processes

• Build or improve recurring finance workflows

• Create documentation, checklists, and controls where needed

• Recommend tools, systems, or process changes to improve accuracy and efficiency

• Support tax documentation and compliance coordination as needed

What We’re Looking For

We are looking for someone with significant hands-on financial operations experience. You should have:

• Extensive experience as a Financial Controller, Finance Manager, Senior Accountant, or similar role

• Strong understanding of payroll, contractor payments, transfers, budgeting, forecasting, and financial reporting

• Experience managing or supporting remote teams, contractors, and international payments

• Strong knowledge of accounting principles, reconciliations, and financial controls

• Excellent attention to detail and accuracy

• Ability to work independently and take ownership of finance operations

• Strong Excel or Google Sheets skills

• Clear, direct, professional communication

• Strong judgment when handling sensitive financial information

• High level of confidentiality, integrity, and reliability

• Comfort working in a fast, results-first, high-accountability environment

• Experience with accounting and finance tools such as QuickBooks, Xero, Payoneer, NetSuite, Gusto, Deel, Wise, Bill.com, or similar platforms

Preferred Qualifications

The following experience is helpful, but not required:

• Experience supporting RIAs, financial services firms, professional services firms, startups, agencies, SaaS companies, or remote-first businesses

• Familiarity with multi-currency payments and international contractor management

• Experience building or improving financial processes from the ground up

• Ability to create clear management reports, budget models, and cash flow summaries

• Experience creating month-end close checklists or recurring finance operating procedures

• CPA, ACCA, CIMA, or equivalent qualification

Who You Are

You are proactive, reliable, and comfortable working with sensitive financial information. You do not wait for financial problems to become obvious. You spot issues early, communicate them clearly, and propose practical solutions.

You are detail-oriented without being slow. You understand that accuracy matters, but you also know that leadership needs timely information to make decisions.

You are comfortable with direct communication. If something is wrong, you say so. If something is unclear, you ask. If something needs to be improved, you recommend the fix. You do not hide behind vague updates or processes for its own sake.

You are not just a bookkeeper. You understand the broader financial picture and can help the firm operate more efficiently, responsibly, and confidently.

Engagement Details

We are looking for a long-term partner who can become deeply familiar with the business and help maintain strong financial discipline as the firm grows.

This role requires someone dependable, experienced, discreet, and comfortable being accountable for important financial processes.