Vice President of Financial Control
Company Description
Terrapin Ridge Partners is a wealth management firm that helps clients design a “work optional” lifestyle centered on time, relationships, and personal values. The team builds comprehensive plans that extend beyond retirement, ensuring every dollar has a clear purpose and every decision supports long-term clarity and confidence. The firm emphasizes intentional planning so clients can live fully and leave a meaningful legacy. Securities are offered through Raymond James Financial Services, Inc., and investment advisory services are provided through Raymond James Financial Services Advisors, Inc., while Terrapin Ridge Partners remains independent of Raymond James Financial Services. Role Description The Vice President of Financial Control is a full-time remote role responsible for overseeing financial planning, reporting, and control across the firm. This role manages the preparation, review, and analysis of financial statements, ensuring accuracy, timeliness, and compliance with relevant standards and internal policies. The individual will develop and refine financial controls, monitor key performance indicators, and provide data-driven insights to support strategic decision-making. Daily responsibilities include coordinating with advisory and operations teams, managing budgeting and forecasting processes, and presenting financial results and recommendations to senior leadership. The Vice President also implements process improvements, supports audit and regulatory requirements, and helps maintain a strong risk management and governance framework.
Qualifications
Demonstrated expertise in Finance and strong Analytical Skills to interpret complex data and support strategic decisions. Proficiency in Financial Planning, including budgeting, forecasting, and long-term cash flow and capital planning. Hands-on experience with Financial Statements, including preparation, review, and understanding of GAAP or relevant standards. Strong background in Financial Reporting, including management reports, KPI dashboards, and regulatory or compliance reporting. Bachelor’s degree in Finance, Accounting, Economics, or a related field; advanced degree (MBA or MS in Finance) or professional certification (CPA, CFA) is preferred. Experience in wealth management, investment advisory, or financial services environments is highly beneficial. Proven leadership ability, including managing cross-functional initiatives and influencing stakeholders at senior levels. High level of integrity, attention to detail, and commitment to client-centered, values-based financial decision-making. Comfort working in a remote environment, with strong communication skills and proficiency in financial software and Excel.