Financial Controller

Controller

Location: Midtown Manhattan, New York City

Work Environment: On-site, 5 days a week

Industry: Specialty Finance / Private Lending

The Controller owns the day-to-day financial engine of the company — from daily collections and bank transfers to fund accounting, investor payments, and regulatory filings. This role is the connective tissue between accounting, operations, and compliance, ensuring that every dollar moving through the platform is accurate, timely, and properly recorded.

Reporting directly into leadership, the Controller manages a high-volume, detail-intensive workload across billing, treasury, syndications, licensing, and bookkeeping. This person keeps the business compliant with state and federal lending regulators while also being a hands-on partner to the processing and operations teams.

Why This Role Matters

• The Controller keeps cash moving. Daily collections, invoice payments, deal funding, commissions, and bank transfers all run through this seat.
• The Controller protects accuracy. Full-cycle bookkeeping across accounts, expense tracking, and liability monitoring keep the books clean and audit-ready.
• The Controller keeps us compliant. State licensing, NMLS filings, and DFPI reporting depend on this role staying ahead of every deadline.
• The Controller supports the investor relationship. Syndication setup, repayment adjustments, and renewal funding directly shape the experience of our capital partners.

Preferred Education and Experience

• Bachelor's degree in Accounting, Finance, or a related field.
• 4+ years of accounting or bookkeeping experience, ideally within specialty finance, private lending, or fund administration.
• Experience with NMLS filings, state lending licensure, or similar regulatory reporting is strongly preferred.
• CPA or progress toward CPA is a plus, but not required.