Controller

Accounting & Finance | Controller

Location: Westlake Village, CA (Los Angeles)

Job Type: Permanent Full Time

Company Description

One Capital Management, LLC (“OCM”) is a leading global investment wealth management firm that offers diversified wealth management services to individuals and private clients in major markets around the world. Through its integrated wealth management platform, OCM is well-positioned to tailor wealth management solutions for its clients. OCM also offers a platform investment and wealth management services for intermediary and firms catering to private clients. 

Position Description

We are seeking an experienced and detail-oriented Controller to join our Wealth Management team in Westlake Village, CA. In this leadership role, you will oversee all financial reporting, accounting operations, and client billing processes for our wealth management division. You will be responsible for building and managing a high-performing accounting team while partnering closely with leadership, advisors, and operations to ensure the accuracy and integrity of our financial data.

This is a unique opportunity for a finance professional with a strong foundation in accounting controls, team leadership, and wealth management operations to make a meaningful impact within a growing organization.

Responsibilities:

Financial Reporting & Accounting

• Lead month-end and year-end close processes, including preparation of general ledger entries, P&L and balance sheet reconciliations, and variance analysis
• Oversee Revenue and Expense recognition, inter-company transfers, and accrual and reserve reconciliations
• Prepare and review Regulatory disclosures and ensure compliance with applicable accounting standards (US GAAP)
• Manage daily, monthly, and quarterly reporting requirements across the division
• Partner with external and internal auditors to coordinate responses and prepare supporting documentation

Client Billing & Revenue Operations

• Own and manage the end-to-end client billing process for wealth management accounts, including fee calculations, billing cycles, and invoice review
• Ensure accuracy of advisory fees, AUM-based billing, and performance fee schedules across all client accounts
• Collaborate with advisors and client service teams to resolve billing discrepancies and respond to client inquiries in a timely manner
• Implement and maintain billing controls and audit trails to support compliance and operational efficiency
• Partner with technology teams to optimize billing systems and automate processes where possible

Team Leadership & Development

• Build, manage, and mentor an accounting team, establishing clear roles, responsibilities, and performance expectations
• Foster a culture of accuracy, accountability, and continuous improvement within the finance function
• Provide coaching and professional development opportunities to grow team capabilities and succession depth
• Manage team workload and resource allocation to ensure timely and accurate deliverables

Cross-Functional Partnership

• Serve as a trusted finance partner to business unit leaders, advisors, CFO, Legal, Operations, Treasury, and HR
• Lead or support ad-hoc projects and strategic initiatives as directed by senior leadership
• Maintain and update process documentation and internal procedures to support scalability and risk management
• Adhere to and reinforce the firm's risk, regulatory, and compliance standards across all activities

Job Requirements

• Bachelor's degree in Accounting, Finance, or a related field; CPA strongly preferred
• 7 years of progressive accounting or finance experience, with at least 3 years in a supervisory or team leadership role
• Prior experience in wealth management, financial services, or a related industry required
• Demonstrated experience managing client billing operations, including advisory fee structures and AUM-based billing
• Strong knowledge of US GAAP and financial reporting standards
• Proven ability to build and develop high-performing accounting teams
• Exceptional analytical skills with experience working across large, complex data sets
• Advanced proficiency in Microsoft Excel and PowerPoint; experience with accounting or billing platforms (e.g., Orion, Tamarac, Black Diamond, NetSuite, or similar) a plus
• Outstanding communication skills with the ability to present financial information clearly to both technical and non-technical audiences
• High degree of integrity, attention to detail, and ability to manage multiple priorities in a deadline-driven environment

Compensation & Benefits

• Salary - Competitive base salary ($150,000 – $180,000)
• Bonus eligibility for annual discretionary incentive compensation
• 401(k)
• Healthcare Benefits: Medical, Dental, Vision, Life
• Continuing Education: Firm will sponsor employee’s education.
• Wellness program