As an Assistant Controller at Summit, you will play a key role in maintaining the accuracy, integrity, and scalability of our financial operations. This role is ideal for someone who brings strong ...
As an Assistant Controller at Summit, you will play a key role in maintaining the accuracy, integrity, and scalability of our financial operations. This role is ideal for someone who brings strong ...
Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Summit Credit Union supports the local community with a complete menu of financial services. You will ...
Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Summit Credit Union supports the local community with a complete menu of financial services. You will ...
Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Summit Credit Union supports the local community with a complete menu of financial services. You will ...
Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Summit Credit Union supports the local community with a complete menu of financial services. You will ...
Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Summit Credit Union supports the local community and you will be joining a team that is dedicated to ...
Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Summit Credit Union supports the local community and you will be joining a team that is dedicated to ...
Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Summit Credit Union supports the local community with a complete menu of financial services. You will ...
Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Summit Credit Union supports the local community with a complete menu of financial services. You will ...
Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Summit Credit Union supports the local community with a complete menu of financial services. You will ...
Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Summit Credit Union supports the local community with a complete menu of financial services. You will ...
Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Summit Credit Union supports the local community and you will be joining a team that is dedicated to ...
Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Summit Credit Union supports the local community and you will be joining a team that is dedicated to ...
Financial Advisor - The Summit Federal Credit Union
Syracuse, NY · Hybrid
$50K - $80K/yr
Financial Advisor - The Summit Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit ...
Financial Advisor - The Summit Federal Credit Union
Syracuse, NY · Hybrid
$50K - $80K/yr
Financial Advisor - The Summit Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit ...
Our services in federal infrastructure finance, evidence-based program evaluation, program and ... Summit prides itself on maintaining a collaborative workplace built on diverse thought, learning ...
Our services in federal infrastructure finance, evidence-based program evaluation, program and ... Summit prides itself on maintaining a collaborative workplace built on diverse thought, learning ...
Financial Advisor - The Summit Federal Credit Union
Syracuse, NY · On-site
$50K - $80K/yr
Financial Advisor - The Summit Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit ...
Financial Advisor - The Summit Federal Credit Union
Syracuse, NY · On-site
$50K - $80K/yr
Financial Advisor - The Summit Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit ...
Financial Advisor - The Summit Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit ...
Financial Advisor - The Summit Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit ...
Financial Advisor - The Summit Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit ...
Financial Advisor - The Summit Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit ...
Financial Advisor - The Summit Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit ...
Financial Advisor - The Summit Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit ...
The Summit Federal Credit Union
Syracuse, NY · On-site
Financial Advisor - The Summit Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit ...
The Summit Federal Credit Union
Syracuse, NY · On-site
Financial Advisor - The Summit Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit ...
Financial Systems Reporting Analyst
Wausau, WI · On-site +1
$92K - $124K/yr
Summit was also recently named one of Forbes 2023 America's Best Small Employers. Summit is a ... We have an exciting opportunity for a Financial Systems Reporting Analyst. This position offers ...
Financial Systems Reporting Analyst
Wausau, WI · On-site +1
$92K - $124K/yr
Summit was also recently named one of Forbes 2023 America's Best Small Employers. Summit is a ... We have an exciting opportunity for a Financial Systems Reporting Analyst. This position offers ...
This employment opportunity at Summit Credit Union in Baraboo, WI would allow you to join the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. Under ...
This employment opportunity at Summit Credit Union in Baraboo, WI would allow you to join the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. Under ...
This employment opportunity at Summit Credit Union in Baraboo, WI would allow you to join the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. Under ...
This employment opportunity at Summit Credit Union in Baraboo, WI would allow you to join the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. Under ...
Financial Advisor
Waukesha, WI · On-site
This employment opportunity at Summit Credit Union in Baraboo, WI would allow you to join the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. Under ...
Financial Advisor
Waukesha, WI · On-site
This employment opportunity at Summit Credit Union in Baraboo, WI would allow you to join the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. Under ...
Financial Advisor
Baraboo, WI · On-site
This employment opportunity at Summit Credit Union in Baraboo, WI would allow you to join the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. Under ...
Financial Advisor
Baraboo, WI · On-site
This employment opportunity at Summit Credit Union in Baraboo, WI would allow you to join the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. Under ...
Senior Financial Analyst
Fort Smith, AR · On-site
$82K - $102K/yr
Summit was also recently named one of Forbes 2023 America's Best Small Employers. Summit is a ... This position analyzes and projects financial effects associated with management decisions and ...
Quick apply
Senior Financial Analyst
Fort Smith, AR · On-site
$82K - $102K/yr
Summit was also recently named one of Forbes 2023 America's Best Small Employers. Summit is a ... This position analyzes and projects financial effects associated with management decisions and ...
Summit Financial information
See salary details
$31.5K - $39.1K
6% of jobs
$44.7K is the 25th percentile. Wages below this are outliers.
$39.1K - $46.7K
25% of jobs
$46.7K - $54.3K
13% of jobs
The median wage is $61.2K / yr.
$54.3K - $61.9K
6% of jobs
$61.9K - $69.5K
4% of jobs
$69.5K - $77K
12% of jobs
$77K - $84.6K
6% of jobs
$87.5K is the 75th percentile. Wages above this are outliers.
$84.6K - $92.2K
6% of jobs
$92.2K - $99.8K
8% of jobs
$99.8K - $107.4K
7% of jobs
$107.4K - $115K
5% of jobs
$31.5K
$71.6K
$115K
How much do summit financial jobs pay per year?
What is the difference between Summit Financial vs Financial Advisor?
| Aspect | Summit Financial | Financial Advisor |
|---|---|---|
| Required Credentials | Certifications like CFP, CFA, or Series 7 | CFP, CFA, Series 7, or other licensing |
| Work Environment | Financial firms, banks, or independent offices | Financial firms, banks, or independent practices |
| Employer & Industry Usage | Financial services, investment firms, banks | Financial planning, investment management, banking |
| Common Search & Comparison | Yes | Yes |
Summit Financial and Financial Advisor roles often overlap in credentials and work environment, but Summit Financial may refer to specific firms or roles within financial services. Both require similar certifications and are employed in comparable settings, focusing on client financial planning and investment management.
Job description
We specialize in enterprise-class Application Hosting, Managed Services, and Cloud Solutions, with deep expertise in compliance, security, and performance. Our focus is simple: make the complex manageable and deliver technology that works - reliably, securely, and at scale.
As an Assistant Controller at Summit, you will play a key role in maintaining the accuracy, integrity, and scalability of our financial operations. This role is ideal for someone who brings strong accounting fundamentals, sound judgment, and a practical approach to improving how work gets done.
You will work closely with Finance leadership and lead a team within the accounting function to support core accounting operations, strengthen internal controls, and help integrate acquired entities into Summit's financial environment. Your work will help ensure our financial foundation remains strong as the business continues to grow and evolve in a fast-paced environment.
What You'll Do:
• Support general ledger activity, reconciliations, and other core accounting operations
• Assist with monthly, quarterly, and annual close activities to ensure timely and accurate reporting
• Maintain and strengthen internal controls in line with company policy and accounting requirements
• Partner with cross-functional teams to improve the accuracy and consistency of financial data
• Prepare schedules, documentation, and support for internal and external audit activity, including international statutory audits
• Prepare schedules, documentation, and support for all tax related activity, including international transfer pricing
• Maintain all international regulatory filings
• Manage all Treasury functions across the Company
• Identify opportunities to improve accounting processes, workflows, and documentation
• Research accounting issues and apply appropriate GAAP guidance
• Support financial reporting and analysis that helps leadership make informed business decisions
• Lead and develop members of the accounting team, providing direction, feedback, and support to ensure strong performance and growth
What You'll Deliver:
• Financial statements, reconciliations, and supporting schedules that are accurate and delivered on time
• A close process that runs reliably, with clear organization, documentation, and ownership
• Internal controls that reinforce compliance, strengthen accuracy, and reduce risk exposure
• Audit and tax support that is organized, complete, and enables efficient, low-friction audit/ tax cycles
• Accounting processes that are standardized and built to scale with the business
• Effective financial integration of acquired entities into Summit's systems and practices
What You'll Decide:
• The sequencing and prioritization of accounting activities and close timelines across the team
• Identification and implementation of process improvements that increase efficiency and strengthen controls
• Allocation of work and priorities across the accounting team to ensure accuracy, timeliness, and team effectiveness
• Recommendations on accounting treatment and operational finance matters, in partnership with the Controller, VP of Finance, and CFO
• Operational finance matters, in partnership with Finance leadership
You'll Thrive in This Role If You:
• Bring a strong foundation in GAAP and technical accounting
• Navigate comfortably between detailed work and the broader financial picture
• Operate effectively in a fast-paced, growing environment with evolving priorities
• Demonstrate ownership, follow-through, and consistent execution
• Communicate clearly with both Finance and non-Finance stakeholders
• Look for opportunities to improve processes, not just maintain them
• Apply sound judgment with a steady, practical approach to getting work done
Bonus Points:
• Supporting M&A activity or post-acquisition financial integration
• Working in a high-growth, multi-entity, or private equity-backed environment
• Helping standardize chart of accounts structures, systems, or reporting processes
• Experience in regulated, compliance-heavy, or operationally complex industries
• Familiarity with ERP platforms and financial reporting tools used in scaling organizations, NetSuite preferred
• CPA license and/or relevant experience in similar roles preferred
The way you approach the work in this role matters. At Summit, our core values show how we make decisions, work together, and support our customers.
We build the infrastructure that keeps businesses running. We need people who take that seriously and have fun doing it.
Our core values:
- Empower our people
- Constant elevation
- Customer first
- Focus on outcomes
- Embrace curiosity
Benefits:
Summit offers a total rewards package designed to support you at work, at home, and everywhere in between. Here's a snapshot of what that looks like:
- Flexible Time Off (yes, really) - take what you need, we trust you to manage it
- Medical, Dental & Vision - comprehensive coverage with HSA/HRA options
- 401(k) with 4% match - we invest alongside you
- Parental Leave - paid time for the moments that matter most
- Life & Disability Insurance - built-in peace of mind
- Wellness Support - resources for your mental and physical health
- Free Colocation & Cloud Access - build and experiment in real environments
- Work From Anywhere - remote-friendly by design
- A low-ego, get-it-done culture - come as you are, do great work
Compensation:
Compensation for this role is based on experience, skills, and location. We aim to make offers that are fair, forward-looking, and aligned to both what you bring and where you're growing.
The pay range for this role is:
135,000 - 160,000 USD per year (Remote (United States))
Internal candidates may see variations based on current role, compensation, and progression at Summit. Same thoughtful approach, just with additional context.
Summit is committed to a diverse and inclusive workplace. Summit is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
As part of this commitment, Summit will ensure that persons with disabilities are provided with reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please email hr@summithq.com.