Overview
VP / Controller Finance
Our Financial Services client is a rapidly expanding [organization]; they specialize in alternative funding solutions and help companies across the United States improve their cash flows. Providing investors with a fixed income opportunity, they currently manage a significant portfolio of assets and the firm is poised for substantial growth with new funds landing soon. The VP / Controller Finance role is a critical hire to support rapid growth and institutionalization of the business.
Position Summary
We are seeking a dynamic, self-starting VP / Controller Finance to lead financial strategy and operations during rapid expansion. Reporting to the President, the candidate will oversee treasury, investor reporting, risk management, and compliance with US GAAP and international factoring standards. In a fast-paced startup environment, the ideal candidate will thrive as a hands-on leader, capable of scaling from board-level strategy to operational tasks while managing a team of 3 account managers plus 10-12 indirect reports.
This is all about building and creating culture and so a 5-day in-office presence downtown will be something that's important. The right person will want that anyway
Key Responsibilities
- Financial Strategy & Leadership: Develops and executes strategies to scale AUM; oversees treasury and capital deployment; leads budgeting, forecasting, and investor reporting with simplified insights for non-experts.
- Factoring & Asset-Based Lending Expertise: Optimizes asset-based lending operations; analyzes performance metrics like participation rates and revenue cycles; ensures compliance with US GAAP and IFA standards.
- Accounting & Reporting: Manages weekly and monthly financial reporting closes, reconciliations, FX translation, and financial statements; implements ERP (e.g., Accumatic) and factoring software (e.g., Factor SQL).
- Team & Process Leadership: Mentors a team of 3; develops a high-performing team that thrives on overcoming challenges and scales rapidly for anticipated growth; designs internal controls and process improvements; conducts "smell tests" on KPIs like seasonality and IRR.
- Strategic Growth: Mitigates investment risks; enhances internal controls and risk management; implements institutionalized policies and procedures; collaborates with operations (Canada) and sales (US); supports audits and external partners.
- Stakeholder Engagement: Works closely with boards, clients, investors, auditors, and fund administrators, confidently speaking to the accuracy of financials and compliance / risk management practices; must be ready at any moment to have financials scrutinized by investors, auditors, or the President; able to read the room and assimilate to all types of professional cultures.
Qualifications & Requirements
- Education & Certifications: CPA and CFA required; CSC nice-to-have.
- Experience: 15+ years in finance / accounting, with 5+ years in Controller or above; a background in public accounting / audit preferred. Expertise in asset-based lending, treasury, underwriting, and US GAAP.
- Skills: Advanced Excel; proficient in ERP (e.g., Accumatic) and factoring software (e.g., Factor SQL); familiarity with US tax regulations.
- Attributes: Self-starter who excels in a startup setting, scaling from chaos to structure with hands-on involvement; excellent communication for diverse audiences; strong analytical skills for high-level KPI calculations.