Controller/HR Manager

Firm Overview:
Heritage Investors Management Corporation is a family-owned investment advisory firm registered with the Securities and Exchange Commission with over $4.5 billion in assets under management. Since our founding over fifty years ago, Heritage has continued to serve individuals, families, charitable organizations, retirement plans, trusts, estates, and endowment funds across the country.

Our values—integrity, expertise, and personalized service—guide our work and client relationships. As a close-knit, accomplished team, we are dedicated to serving the unique needs of each client and are proud of our culture of professionalism and care.

Position Summary:

Heritage Investors seeks a dedicated and skilled Controller/HR Manager to manage all aspects of Human Resources and financial control functions for the firm. This unique, hands-on role requires versatility, self-direction, and a high level of integrity, as you will independently perform or oversee all critical HR and finance functions. The ideal candidate is detail-oriented, discreet, and passionate about supporting a strong, values-driven work environment.

In this role, you will report to senior leadership. There are no direct reports.

Key Responsibilities:

Financial Controller:

• Manage day-to-day accounting, bookkeeping, accounts payable/receivable, bank reconciliations, and monthly close.
• Prepare internal financial reports, statements, and analysis for leadership.
• Oversee payroll and retirement plan/401K processing and ensure compliance with tax and regulatory filings.
• Liaise with external accountants and auditors as needed during annual reviews/audits.
• Ensure internal controls, operational efficiency, and accuracy in all finance-related functions.

Human Resources (HR):

• Serve as the primary point of contact for HR matters firm-wide, supporting a collegial, professional workplace.
• Oversee all aspects of the employee lifecycle: recruiting, onboarding, benefits administration, offboarding, and payroll coordination.
• Maintain employee records and HR compliance with applicable federal, state, and local laws.
• Administer health and retirement benefit programs, supporting open enrollment and employee questions.
• Foster a positive work culture consistent with our family values and professional standards.
• Support performance review and employee development processes.

Desired Qualifications:

• Bachelor’s degree in Accounting, Finance, Human Resources, or related field; advanced credentials (CPA, SHRM, PHR, or similar) strongly preferred.
• Minimum 5 years’ relevant experience in accounting and/or human resources, ideally in a financial services or professional services environment.
• Proficiency with accounting software (e.g., QuickBooks) and HR/payroll/benefits systems (e.g., ADP, CareFirst, Unum, and Ascensus);
• Strong Excel skills required.
• Knowledge of employment law, HR best practices, and regulatory compliance.
• Highly organized, discreet, and able to manage confidential information.
• Effective communicator, with an ability to work independently and handle multiple responsibilities.
• Commitment to Heritage Investors’ core values of integrity, professionalism, and client service.

Job Type: Full-time

Pay: $100,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• On-site gym
• Paid sick time
• Paid time off
• Profit sharing
• Vision insurance

Education:

• Bachelor's (Required)

Experience:

• Accounting/Controller/Book Keeping : 5 years (Required)

Ability to Commute:

• Bethesda, MD 20814 (Required)

Ability to Relocate:

• Bethesda, MD 20814: Relocate before starting work (Required)

Work Location: In person