Controller, Finance & Banking, Financial Manager

Position Overview

Target Compensation: $140,000 - $170,000 base salary + bonus

Our client is a privately held organization with a range of diverse business interests.

We are looking for an experienced Controller to join our client’s team.

This is a hands-on leadership role suited for someone who enjoys working in a small, entrepreneurial environment and can manage multiple priorities effectively.

The Controller will oversee all accounting and financial functions
, lead the accounting team
, and support the CEO with financial analysis, reporting, and investment-related decisions.

• Lead and oversee the accounting team.
• Review and ensure accuracy and timeliness of all financial statements and reports.
• Manage all internal and external financial operations.
• Review reports, identify key findings, take corrective action, and update the CEO regularly.
• Oversee financial planning, budgeting, and cash flow management.
• Manage company financing and refinancing activities.
• Maintain compliance with accounting standards, tax laws, and regulatory requirements.
• Develop and strengthen policies, procedures, and internal controls.
• Continuously look for ways to improve efficiency and profitability.
• Handle recruitment, performance management, and team development within the department.
• Monitor the performance of existing investments.
• Recommend improvements when performance goals are not met.
• Work closely with the CEO to identify and evaluate new investment opportunities.
• Support the company’s strategic growth initiatives.
• Manage financing and oversee the full acquisition process from start to close.
• Ensure appropriate insurance coverage for all investments.
• Oversee refinancing processes and asset-related financing activities.
• Manage stock portfolios, private equity, and other financial assets.
• Maximize returns across all investment classes.

• Minimum 5 years of experience as a Controller in the U.S.
• Proven background in investment analysis, financial evaluation, and IRR calculations.
• Strong background managing a team.
• Bachelor’s degree in Accounting, Finance, or Business.
• Excellent leadership, decision-making, and problem-solving skills.
• Skilled in project management - able to plan, execute, and deliver efficiently.
• Strong organizational, time management, and multitasking skills.