Chief Financial Officer (Controller & Operations)

Pinnacle Private Credit; New York (NY); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Competitive compensation

Performance-based incentives

Autonomy in finance function

Job summary

A high-growth private credit platform is seeking a Chief Financial Officer (Controller & Operations) to lead financial strategy, optimize capital, and oversee operations. The ideal candidate will have extensive finance experience, a strong understanding of accounting and financial controls, and the ability to nurture a high-performing finance team. You'll enjoy autonomy in shaping the finance function and influencing the organization's trajectory while benefiting from competitive compensation and performance incentives.

Qualifications

• 5-7 years of progressive finance experience.
• Strong analytical and capital allocation skills.
• Experience in private credit, structured finance, or cash-flow lending environments preferred.

Responsibilities

• Owning the firm’s financial strategy and long-term planning.
• Optimizing capital structure and treasury positioning.
• Overseeing all accounting operations and financial reporting.

Skills

Executive-level finance experience

Knowledge of accounting

Experience managing bank relationships

Analytical skills

Strong communication skills

Education

CPA or MBA preferred

Job description

We’re looking for a Chief Financial Officer (Controller & Operations) to join the Pinnacle Private Credit team and play a central role in our next stage of growth. This is an opportunity for a hands-on financial leader who enjoys building infrastructure, optimizing capital, and shaping how a high-growth private credit platform operates.

You’ll partner directly with the executive team to drive financial strategy, strengthen internal operations, and ensure we’re positioned for long-term, scalable success. If you thrive in a fast-moving, non-bureaucratic environment where execution matters as much as strategy, you’ll love it here.

What You’ll Be Responsible For:

• Owning the firm’s financial strategy, forecasting, budgeting, and long-term planning.
• Determining how and where to strategically deploy and invest firm capital to maximize returns and liquidity.
• Optimizing capital structure, funding strategies, and treasury positioning.
• Providing forward-looking financial insights to support growth and risk management.
• Overseeing all accounting operations, financial reporting, and internal controls.
• Establishing and managing banking relationships, including setting up new bank accounts and maintaining institutional banking infrastructure.
• Managing treasury functions including wire transfers, ACH activity, liquidity management, and cash flow oversight.
• Overseeing payroll, vendor payments, reconciliations, and day-to-day financial operations.
• Implementing scalable systems, compliance processes, and financial controls to support rapid growth.
• Partnering with the investment team on underwriting, modeling, diligence, and credit decisions.
• Monitoring portfolio performance, capital deployment, and risk exposure.
• Supporting deal structuring and financial analysis across lending strategies.

Operational Strength & Team Leadership

• Building a strong financial foundation, systems, and reporting infrastructure.
• Leading accounting, treasury, compliance, and finance operations end-to-end.
• Developing and mentoring a high-performing finance team.
• Acting as a strategic thought partner to leadership, influencing major business decisions.

Who We’re Looking For

• Executive-level finance experience within private credit, direct lending, private equity, fintech, or a comparable financial environment.
• Strong controller-level expertise with deep knowledge of accounting, treasury, cash management, and financial controls.
• Experience managing bank relationships, wire/ACH infrastructure, payroll, and operational finance functions.
• Strong exposure to credit, underwriting, and portfolio management.
• A builder’s mindset, resourceful, hands-on, and comfortable operating in a lean environment.
• Clear communicator with a collaborative, solutions-oriented approach.

Why You’ll Love Working With Us

• Direct influence over the financial and operational trajectory of a growing direct lender.
• Autonomy to build and shape the finance function from the ground up.
• A team that values speed, transparency, and decisive execution.
• Competitive compensation and performance-based incentives.

Qualifications

• 5-7 years of progressive finance experience.
• Strong analytical and capital allocation skills.
• CPA or MBA preferred but not required.
• Experience in private credit, structured finance, or cash-flow lending environments strongly preferred.