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Financial Operations Controller

Infinity Financial Services
Oakland, CA, United States

Permanent, Full time



  • Manage day-to-day accounting responsibilities which include but are not limited to: financial reporting, payroll, account reconciliations, vendor management, accounts receivable, accounts payable, tax filings, etc.

  • Manage payroll processing and administration via ADP; set up new employees; and manage payroll audits and payroll tax reporting.

  • Ensure all reports are submitted in timely manner, including FOCUS reports.

  • Manage monthly reconciliations and bookkeeping; prepare travel expenses and provide oversight.

  • Ensure firm is in regulatory compliance with net capital requirements.

  • Assist in gathering data for tax filings and audits.


  • MUST have FINRA Series 7

  • Bachelor’s degree or equivalent.

  • 5+ years’ experience as a FinOp in a broker-dealer.

  • Strong written and verbal communication skills.

  • Strong organizational and multi-tasking skills. 

  • Strong understanding of internal controls.

About Infinity Financial Services:

Infinity Financial Services is a national, independent Investment and Wealth Management firm, founded with a vision: help enterprising financial professionals to grow truly independent, successful practices, leveraging leading-edge technologies and firm support.      

Based in Oakland, California, with branch offices around the U.S., Infinity's financial professionals offer an array of asset management, brokerage, insurance, financial planning, benefit plan, insurance, and risk management services. 

Infinity continues to grow because of our commitment to our financial professionals and investors. Financial professionals who join Infinity enjoy an open architecture work environment focused on individual responsibility, not overbearing scrutiny. We guide and collaborate with our professionals, providing the peer-to-peer support they need to succeed. We are large enough to provide a powerful, flexible virtual office technology platform, and small enough to support a personalized growth experience for each person and team.

If you join Infinity, you will discover a culture that fosters continuous improvement to everything we do and a passion for innovation and creativity. We offer competitive compensation and an attractive benefits program.  Please upload your resume and cover letter to apply to this position. Principals only. EOE.


Infinity Financial Services (IFS) will only communicate with a job application directly from an email address. Due to Covid-19 and social distancing, we may conduct interviews online. IFS will not request any form of payment during the interview process. Should you have any questions regarding the application process please contact IFS Human Resources at (888) 888-5321.

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