Lafayette, IN

Finance Jobs in Lafayette, IN

3 jobs found

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18d ago

Dealership Corporate Controller

DeFOUW Automotive Lafayette, IN

Lafayette, IN

18d ago

$120k - $170k/yr Full time Accounting Accounts Payable Accounts Receivable

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Job Description

DeFOUW Automotive, a Lafayette, Indiana based multi-rooftop dealership group, is seeking a Dealership Corporate Controller to lead the financial operations on site. This hands-on leadership role emphasizes precise reporting, strong internal controls, and scalable processes to support growth across the dealership network. The position offers a salary range of USD 120,000 to 170,000 per year and requires onsite presence in Lafayette.

Responsibilities

Oversee and actively participate in the monthly, quarterly, and annual close cycles
Prepare and review journal entries, reconciliations, and financial statements
Manage general ledger, accounts payable and receivable, payroll, and reporting functions
Ensure accurate, timely, and reliable financial reporting across all dealership entities
Assess balance sheets, variances, and trends in operating performance
Maintain hands-on involvement with dealership-specific processes such as inventory, floorplan financing, and manufacturer reporting
Proactively identify and resolve accounting issues, discrepancies, and process gaps
Strengthen and sustain internal controls and audit readiness
Collaborate with leadership to deliver clear, actionable financial insights
Assist with budgeting, forecasting, and financial planning activities
The role combines ownership with hands-on execution, leading initiatives while remaining closely involved

Requirements

Ten to fifteen or more years of progressive accounting and finance experience
Demonstrated leadership in complex, multi-entity organizations
Strong proficiency in financial reporting, GAAP, and internal controls
Experience in an automotive dealership environment is highly preferred
In-depth knowledge of dealership finance operations, including inventory, floorplan financing, and manufacturer reporting
Experience with dealership management systems such as CDK, Reynolds & Reynolds, DealerTrack, or similar is preferred
Advanced skills in Excel and other financial software
A leadership approach grounded in ownership, accuracy, and accountability
CPA or MBA credentials are a plus, but the ability to lead and execute is paramount

Technologies

CDK
Reynolds & Reynolds
DealerTrack
Excel

Benefits

401(k) with company matching
Dental insurance
Employee assistance program
Employee discounts
Health insurance
Life insurance
Paid time off
Professional development support
Vision insurance

Leadership & Team Impact

Guide and grow a centralized accounting group
Set clear performance expectations and drive consistent process execution
Promote accountability, accuracy, and ongoing improvement
Collaborate with operations and executive leaders to align financial performance with business goals

What Success Looks Like

Financial reporting that is reliable, timely, and trusted by stakeholders
Robust internal controls and clean audit outcomes
Transparent visibility into financial performance across all operations
Efficient, scalable accounting processes that support growth
A high-performing, engaged accounting team

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25d ago

Senior Wealth Advisor (RIA)

The MOHR Enterprises LLC Lafayette, CA

Lafayette, CA

25d ago

$150k - $165k/yr Full time Senior Advisor Business Development

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Job Description

The Senior Wealth Advisor (RIA) serves high-net-worth clients in Lafayette, CA, delivering comprehensive financial planning and portfolio guidance while mentoring junior advisors within a growing wealth management practice. The position offers a base salary ranging from USD 150,000 to 165,000 per year.

Responsibilities

Act as a trusted financial advisor to affluent individuals and families
Provide end-to-end financial planning and portfolio guidance
Enhance client retention and growth through exceptional service
Prospect and cultivate new client relationships
Mentor junior advisors and contribute to team development
Partner with internal investment and planning teams

Requirements

At least 10 years of experience as a Financial Advisor
Active Series 65 license is required
Demonstrated success in a fee-based advisory model (RIA preferred)
Experience managing portfolios of $500K+ (HNW preferred)
Strong business development and relationship-management skills
Interest in mentoring and contributing to a collaborative, team-driven culture
401(k) or retirement plan experience is a plus
Demonstrated stable career history

Benefits

Competitive base salary plus team bonus and growth incentives
Access to an established client base and strong referral network
Robust operational and administrative support
Collaborative culture with transparent leadership
Opportunity to contribute to firm growth and assume leadership responsibilities

Schedule

Full-time, in-office, client-facing role

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26d ago

Financial Wealth Advisor

The MOHR Enterprises LLC Lafayette, CA

Lafayette, CA

26d ago

$150k - $165k/yr Full time Senior Advisor Client Relations

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Job Description

The MOHR Enterprises LLC is seeking a Financial Wealth Advisor on-site in Lafayette, CA to manage and grow high-net-worth client relationships within a fiduciary, client-first wealth-management framework.

Responsibilities

Act as the primary advisor for an established high-net-worth client base, delivering ongoing relationship management and fiduciary guidance.
Direct financial planning discussions and oversee investment strategy reviews.
Develop and present comprehensive financial plans tailored to each client.
Identify opportunities to consolidate assets and expand assets under management.
Maintain meticulous documentation and uphold all compliance standards.
Support business development initiatives and contribute to new client acquisition.

Requirements

Minimum 10 years of direct, client-facing advisory experience.
Series 65 required; CFP designation preferred.
Strong expertise in investments and high-net-worth financial planning.
Proven ability to build trust and convert prospective clients into engaged clients.
High integrity, professionalism, and accountability.

Benefits

Base salary range of $150,000 to $165,000, commensurate with experience.
401(k) plan with employer match.
Medical, vision, and life insurance coverage.
Health Savings Account options.
PTO and tuition reimbursement.

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Finance Jobs in Lafayette, IN

Dealership Corporate Controller

Senior Wealth Advisor (RIA)

Financial Wealth Advisor

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