Controller

Role Summary:  

We are seeking an experienced and detail-oriented Controller to join our finance team. The Controller will be responsible for overseeing the company's accounting operations, ensuring the accuracy of financial reporting, maintaining strong internal controls, and providing strategic financial insights to support business growth. 

Key Responsibilities:   

• Oversee and manage the day-to-day operations of the accounting department, including general ledger, accounts payable, accounts receivable, payroll, and financial reporting. 
• Prepare and review monthly, quarterly, and annual financial statements to ensure accuracy and compliance with accounting standards (GAAP/IFRS).
• Maintain and enforce internal controls and accounting policies to safeguard the company’s assets.
• Coordinate and manage the year-end audit process and intermittent lender collateral audits, working closely with external auditors and providing necessary documentation in an accurate and timely manner.
• Manage the preparation and submission of taxes, regulatory and compliance reports as required by local, state, and federal agencies.
• Assist in the preparation and monitoring of the annual budget and financial forecasts. 
• Provide financial advice and recommendations to senior management on financial performance, cost savings, and strategic decision-making. 

Reports to: VP of Finance 

Interacts with: Asset Servicing, HR, Legal, External Auditors, Finance Consultants, Leadership Team 

Travel required: 0  

Location: anywhere in US (working hours in Eastern Time Zone) 

Education and Functional Experience   

• CPA required 
• Bachelor’s degree in Accounting, Finance or related field  
• Minimum of 5+ years experience in accounting, with at least 3 years in a similar capacity  
• Experience with QuickBooks or similar accounting software  
• Experience working in banking, lending or financial institutions a plus 

Behavioral/Skill Requirements 

• Demonstrated ability to analyze complex issues and use sound judgment to evaluate data, can easily draw conclusions, and make recommendations. Can easily explore alternative solutions, think creatively, and break down problems to understand their root causes. 
• Demonstrated ability to learn from experience, can easily adapt to new situations, and apply lessons learned to achieve success.  
• Demonstrated ability to acknowledge mistakes and seek feedback for self-improvement. Is open-minded and explores new ways to approach challenges. 
• Prior experience setting goals and delivering quality outcomes. Takes ownership and shows a sense of urgency in reaching objectives, measuring progress, and persistently working to overcome obstacles. 
• Demonstrated ability to navigate uncertainty and change, while remaining productive even in unclear situations. Maintains focus and composure even when under pressure.  Can quickly shift priorities as needed and find ways to move forward without having all the answers. 
• Demonstrated ability to prioritize and understand customer needs, both internal and external customers. Understands how one’s actions impact others and makes adjustments to align with team and organizational needs. 
• Prior experience building and maintaining strong relationships with a wide range of people, demonstrating an understanding of social cues and adapting communication to different audiences. Balances assertiveness with diplomacy, fostering trust and cooperation.  

Compensation$120-150k per year