Controller - Financial Services

A bit about us:

We are partnering with a rapidly growing, institutionally backed financial services firm focused on lending and credit solutions to hire a Controller to lead all core accounting operations. This is a highly visible leadership role reporting directly to the CFO, with significant exposure to board-level reporting, scaling infrastructure, and supporting a potential future public offering.

This is an opportunity to join a company in a true build-and-scale phase—moving from high-growth private company to a more structured, audit-ready, and IPO-capable organization.

Why join us?

• Build the accounting function at a company entering its next phase of institutional growth
• Direct exposure to CFO, investors, and board-level reporting
• Highly strategic role with influence on capital markets readiness
• Competitive compensation package including bonus

About the Role

The Controller will own the full accounting function, including financial reporting, close process, technical accounting, and internal controls. You will be a key partner in building a best-in-class finance organization that can support rapid loan book expansion and increased regulatory and investor scrutiny.

Responsibilities

• Lead all aspects of the month-end, quarter-end, and year-end close
• Own GAAP financial reporting, management reporting, and lender/investor reporting
• Oversee accounting for loan portfolios, interest income, reserves, and credit loss allowances
• Build and scale SOX-ready internal controls and policies
• Partner closely with FP&A on portfolio performance and forecasting
• Manage relationships with external auditors and tax advisors
• Support preparation for potential IPO readiness and SEC reporting infrastructure
• Drive process improvements, automation, and system enhancements
• Lead and develop a growing accounting team

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field (CPA strongly preferred)
• 8–15+ years of progressive accounting experience
• Background in financial services, lending, banking, credit funds, or fintech strongly preferred
• Experience with loan accounting, allowance methodologies (CECL), and interest income recognition
• Prior public company experience or IPO readiness exposure strongly preferred
• Strong technical accounting and internal controls background (SOX preferred)
• Demonstrated experience scaling accounting functions in high-growth environments

Skills

• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to manage multiple priorities and deadlines
• Proficiency in accounting software and systems

Benefits

• Competitive compensation package including bonus
• Flexible work schedule
• Professional development opportunities
• Health and wellness programs
• Employee referral program

Pay

Compensation is commensurate with experience and qualifications.

Schedule

Full-time position.

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