Controller

About the role

We are partnering with a well-established proprietary trading firm to find a Controller for its growing leadership team. The firm has a long-standing track record in capital markets and is investing in its finance and accounting infrastructure. This role offers a unique opportunity to partner directly with executive leadership, influence strategic business decisions, and build scalable financial processes. The position is designed to evolve into a broader finance leadership role over time, with a clear path toward becoming CFO.

Responsibilities

• Accounting & Financial Leadership
  • Oversee all accounting operations, including month-end, quarter-end, and year-end close.
  • Manage financial reporting and ensure the accuracy and integrity of financial statements.
  • Maintain and strengthen internal controls, accounting policies, and operational procedures.
  • Partner with external auditors, tax advisors, and other service providers.
  • Ensure compliance with applicable accounting, regulatory, and reporting requirements.
• Financial Planning & Analysis
  • Lead budgeting, forecasting, and long-range financial planning processes.
  • Develop reporting packages, dashboards, and KPIs for executive leadership.
  • Analyze business performance, identify trends, and provide actionable recommendations.
  • Support strategic decision-making through financial modeling and operational analysis.
• Trading & Finance Operations
  • Monitor cash balances, capital movements, and liquidity across trading activities.
  • Analyze daily P&L, cash flows, and operational drivers impacting financial performance.
  • Partner with trading, operations, and executive leadership to provide visibility into firm performance.
  • Support the financial oversight of trading and investment-related activities.
• Systems, Automation & Process Improvement
  • Drive initiatives to improve accounting workflows, controls, and reporting processes.
  • Evaluate and implement scalable financial systems and technology solutions.
  • Leverage automation and AI-enabled tools to improve efficiency and reduce manual processes.
  • Partner with technology teams to enhance finance infrastructure and data reporting capabilities.
• Strategic Partnership
  • Serve as a key advisor to the CEO and leadership team.
  • Help define the long-term finance strategy of the organization.
  • Build and scale the accounting and finance function as the firm grows.
  • Participate in cross-functional initiatives spanning finance, operations, technology, and risk.

Requirements

• 8+ years of progressive accounting, finance, or controllership experience.
• Prior experience as a Controller, Assistant Controller, Accounting Manager, FP&A Manager, Director of Finance, or similar leadership role.
• Strong knowledge of U.S. GAAP, financial reporting, internal controls, and accounting operations.
• Experience within proprietary trading, hedge funds, broker-dealers, market makers, asset management, fintech, or broader financial services environments.
• Demonstrated success leading budgeting, forecasting, cash management, and financial analysis initiatives.
• Track record of reducing close cycles, improving processes, and building scalable accounting infrastructure.
• Comfortable operating in a hands-on, entrepreneurial environment.

Preferred Qualifications

• Financial reporting, fair value accounting, and regulatory reporting.
• ERP and financial systems such as NetSuite, Workday Financials, Adaptive Planning, Oracle, SAP, or similar platforms.
• Accounting automation, workflow optimization, and AI-enabled finance tools.
• Advanced Excel, financial modeling, and data analysis capabilities.
• Experience partnering with technology, operations, and trading teams to improve business processes.
• Strong leadership skills with the ability to influence stakeholders across the organization.
• Tech-savvy, forward-thinking finance professional with a strong interest in automation, AI tools, systems optimization, and leveraging technology to improve accounting and business processes.

Benefits

• Direct exposure to executive leadership and firm strategy.
• Significant influence on the future direction of the finance organization.
• Opportunity to modernize systems, processes, and reporting capabilities.
• High-impact role within a successful trading organization.
• Clear path toward future CFO-level responsibilities.
• Competitive compensation package with strong long-term growth potential.