Controller, Finance & Banking, Financial Manager

Job Title:

Controller

Location:

Can be remote or hybrid (Great Neck, NY)

Reports To:

Chief Executive Officer

Company:
Lieberman, Inc.

Type:
Full-time

Position Overview:

Founded in 1981, Lieberman is an industry-leading primary market research and analytics firm serving pharmaceutical and consumer brands. In 2025, Lieberman partnered with Lead Capital Partners to accelerate its next phase of growth. Lieberman is seeking its first-ever Controller, a finance leader with both FP&A capabilities and strong accounting expertise. This individual will serve as the company's finance leader, reporting directly to the CEO and working closely with Lead Capital Partners.

The Controller will own the monthly close process, ensure production of timely and accurate financial statements, maintain proper internal controls, oversee the annual audit. Additionally, the role will lead budgeting, forecasting, and financial analysis, providing insights that drive strategic decisions and business growth. This is a high-impact role well-suited for someone who enjoys balancing detail-oriented accounting with bigger picture strategic thinking.

Key Responsibilities:

Financial Reporting & Accounting

• Own monthly and annual close processes, delivering timely and accurate GAAP financial statements
• Oversee accounting operations (AP/AR, payroll, reconciliations, accruals, fixed assets) in partnership with the company's bookkeeper
• Maintain audit-ready financial records
• Build foundational financial processes and implement best practices to position the business for scalable growth

FP&A & Strategic Partnership

• Partner directly with CEO to provide financial analysis, insights and recommendations that guide business strategy
• Build and manage the annual operating budget and forecast models
• Develop KPI tracking to drive performance management
• Conduct ad hoc and deep-dive financial analyses to isolate key performance drivers, evaluate business trends and assess the impact of operational or market changes
• Develop dashboards and management reports to improve visibility into operations and profitability

Investor & Board Engagement

• Synthesize analyses into clear insights and actionable recommendations, presenting directly to the CEO and Lead Capital Partners to inform strategic and investment decisions
• Lead monthly financial review discussions with the CEO and Lead Capital Partners
• Support board meeting preparation and deliver clear, actionable financial presentations to Board of Directors

Audit, Tax & Compliance

• Serve as primary point of contact with auditors as part of annual audit process
• Coordinate with external tax advisors to ensure compliance with all tax and regulatory requirements
• Lead financial covenant reporting and compliance with lenders and other stakeholders

Qualifications:

• Bachelor's degree in Accounting, Finance or related field; CPA preferred
• 8+ years of finance experience, including at least 3 years in a leadership or Controller role
• Prior experience in a PE-backed, high-growth or entrepreneurial environment preferred
• Proven ability to manage the monthly close and deliver accurate GAAP financials
• Hands-on experience with audits, budgeting, forecasting and financial modeling
• Strong understanding of US GAAP and internal controls
• Excellent communication and presentation skills; ability to engage directly with executives and investors
• A balance of detail orientation and strategic thinking, with the ability to "roll up sleeves" in a lean team environment

* Join a team that values growth, innovation, and excellence!
Apply now and start your journey: