Assistant Controller | Fintech | New York | 160k-200k

Zanda; New York (NY); On-site; USD 160,000 - 200,000; Full time

Job summary

An innovative fintech company is seeking an Assistant Controller to drive financial excellence and support growth. This role involves overseeing budgeting, forecasting, and financial reporting while ensuring compliance with GAAP. You'll have the opportunity to enhance financial processes and contribute to strategic planning in a dynamic environment. Join a team dedicated to delivering flexible financing solutions to small and medium-sized businesses and play a key role in shaping the future of finance. If you have a passion for numbers and a desire to make an impact, this position is perfect for you.

Benefits

Medical, dental, and vision plans

401(k) plan with company match

Gym reimbursement

Free life insurance

Generous time off

Flexible spending benefits

Commuter benefits

Qualifications

• 6-8 years of relevant financial experience, including management roles.
• Proficiency in GAAP, revenue recognition, and financial modeling.

Responsibilities

• Lead financial reporting, month-end close, and audit processes.
• Collaborate cross-functionally to ensure accurate financial insights.

Skills

Financial Reporting

Budgeting

Forecasting

GAAP Compliance

Analytical Skills

Leadership

Communication Skills

Education

BA/BS in Accounting, Finance, or Economics

CPA

Tools

MS Office

Financial Software

Spreadsheets

Databases

Job description

Assistant Controller | Fintech | New York | $160k-$200k

Get AI-powered advice on this job and access exclusive features.

Direct message the job poster from Zanda.

Co-Founder | Supporting high-growth Tech and Digital Start-ups / Scale-ups with CFO hires in New York

Zanda is an Executive Search partner that works exclusively with high-growth start-ups looking to scale their business with senior finance talent. We collaborate with VCs, Founders, CEOs, and CFOs to successfully deliver key senior appointments.

Zanda is hiring an Assistant Controller for a high-growth fintech company providing flexible financing solutions to small and medium-sized businesses. The company has supported thousands of businesses nationwide, delivering billions in funding through a streamlined, technology-driven process.

Reporting directly to the VP of Finance, this role is crucial to the accounting and finance functions, overseeing budgeting, forecasting, month-end close, management reporting, and the annual audit. It offers a high-impact opportunity to contribute to a fast-paced, results-driven environment and play a key role in the company's growth.

Key Responsibilities

• Lead financial reporting, month-end close, and audit processes.
• Support budgeting, forecasting, and strategic financial planning.
• Collaborate cross-functionally to ensure accurate financial insights.
• Maintain high standards of financial integrity and compliance.

A Day in the Life of an Assistant Controller:

Accounting:

• Manage a timely, accurate, and efficient monthly accounting close, including review of journal entries and operating results to ensure accuracy.
• Responsible for the annual financial statement audit, including preparation of supporting documentation and interaction with external auditors.
• Identify and lead initiatives to enhance processes and improve the efficiency and effectiveness of the accounting department’s close and reporting cycles.
• Enhance the use of relevant software and its integration into accounting processes.
• Ensure successful calculation and completion of the company’s tax filings, working with external tax consultants.
• Ensure financial records are maintained in compliance with GAAP/CECL policies for external audits.

FP&A:

• Assist in the annual operating budget process, track performance relative to plan, and manage rolling forecasts.
• Oversee the preparation of financial management reports, including variance analysis.
• Consolidate and analyze financial data (budgets, income statements, forecasts) and present findings to the executive team.
• Establish and monitor KPIs relevant to a lending business.
• Prepare materials for Board of Director meetings.
• Provide recommendations to reduce costs and improve financial performance.
• Collaborate on unit economics analysis and cost efficiency monitoring.
• Track financial results against forecasts.
• Develop and document business processes and internal controls.

Qualifications:

• BA/BS in Accounting, Finance, Economics, or related field.
• CPA required.
• 6-8 years of relevant financial experience, including management roles.
• Mandatory lending business experience.
• Leadership experience managing small teams is a plus.
• Proficiency in GAAP, revenue recognition, and financial modeling.
• Strong analytical and reporting skills.
• Experience with financial statements, general ledger, and month-end/year-end close processes.
• Proficient in spreadsheets, databases, MS Office, and financial software.
• Excellent communication and presentation skills.

What they offer:

• Attractive medical, dental, and vision plans with leading providers.
• 401(k) plan with company match.
• Gym reimbursement for employees on medical plans.
• Free life insurance.
• Generous time off.
• Flexible spending and commuter benefits.
• Equal opportunity employer.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Accounting/Auditing