Financial Controller

We are seeking a motivated, detail-oriented Financial Controller to join our growing Finance team. This is an excellent opportunity for a public accounting professional looking to transition into a dynamic, industry-facing role within our revenue-based finance (RBF), SMB lending, and factoring businesses. In this role, you will take ownership of the full accounting and financial planning cycle, working closely with senior finance leadership on core accounting operations, financial reporting, and FP&A functions. This is a high-impact position for a growth-minded accountant seeking to build on a strong public accounting foundation in a fast-paced, tech-enabled financial services environment.

Responsibilities

Accounting & Financial Reporting

• Lead and optimize month-end and year-end close processes, including journal entries, reconciliations, and supporting schedules
• Partner directly with senior leadership, including the CFO and VP of Finance, to strengthen internal audit processes and ensure general ledger accuracy
• Ensure revenue recognition compliance for RBF products and SMB lending portfolios in accordance with GAAP
• Prepare monthly, quarterly, and annual financial statements, along with executive-level management reporting
• Coordinate external audits, collateral exams, and tax preparation by managing documentation and auditor requests
• Maintain and enhance internal controls to support compliance, operational efficiency, and data integrity
• Prepare recurring and ad-hoc reporting for lenders, credit facilities, and financing partners

Financial Planning & Analysis (FP&A)

• Own and manage the annual budgeting process across departments and consolidated operating plans
• Perform monthly variance analysis (actuals vs. budget and forecast), identifying trends, risks, and business insights
• Maintain rolling forecasts and collaborate closely with leadership on financial planning initiatives
• Build and maintain financial models focused on portfolio performance, revenue, expenses, and headcount planning
• Develop cost analysis reporting to monitor spending trends and support strategic cost-control efforts
• Prepare management reporting packages and presentations for executive leadership review
• Partner cross-functionally to gather data and deliver accurate financial reporting and analysis

What We’re Looking For

• 4–5 years of progressive experience in public accounting (audit, assurance, or advisory)
• Big 4 or regional public accounting experience strongly preferred
• Bachelor’s degree in accounting, Finance, or related field required
• CPA or CPA-track candidate is a strong plus
• Strong understanding of GAAP and financial reporting best practices
• Experience supporting financial services, fintech, SMB lending, or related industries is highly preferred
• Advanced Excel skills required; experience with NetSuite, QuickBooks, and/or Tableau is a plus
• Highly analytical, detail-oriented, and organized with the ability to manage multiple priorities
• Strong communication and presentation skills with the ability to work across finance and non-finance teams
• Thrives in a fast-paced, high-growth environment

Why Join Us?

• Opportunity to work closely with executive leadership and make a direct business impact
• High-visibility role with exposure to strategic finance initiatives
• Collaborative, fast-paced, and growth-oriented environment