Controller

Association of International Certified Professional Accountants; New York, Northern (NY, KY); Hybrid; USD 140,000 - 190,000; Full time

Job summary

Quadrangle seeks a Controller to lead day-to-day accounting and financial operations, reporting directly to the founder. This senior finance role supports a lean, founder-owned business generating revenue and serving 800 clients with a team across legal, sales, and technology.

The Controller will own the financial records, manage cash/credit facilities, payroll through a PEO, and ensure tax, pension, and internal controls compliance.

Qualifications

• Bachelor's degree in Accounting or Finance required or equivalent experience.
• CPA strongly preferred and of value for compliance and reporting.
• 8+ years of progressive accounting/finance experience including controller or senior accounting manager roles.

Responsibilities

• Own the monthly and quarterly close process, including GL maintenance, accruals, and GAAP-based financial statements.
• Prepare management reporting by department, client segment, margin analysis, and KPI tracking.
• Manage cash flow forecasting, banking relationships, and credit facility covenants and draws.
• Oversee accounts receivable/payable and vendor payments across the client base.
• Coordinate payroll processing, benefits administration, and pension contributions with the PEO-advisor.
• Lead annual budgeting and ongoing forecasting across departments.
• Maintain internal controls and ensure confidentiality of client data.
• Coordinate tax filings and external audits with outside accountants/advisors.
• Manage insurance renewals and vendor contracts for the business.

Skills

GAAP expertise

Discretion & judgment

Leadership

Education

Bachelor's degree in Accounting or Finance

CPA

Tools

ERP systems

Payroll systems (PEO)

Job description

The Controller leads day-to-day accounting and financial operations for Quadrangle, reporting directly to the founder. This is the senior finance role in a lean, founder-owned business generating roughly $20M in revenue with strong profitability, serving 800 investment management firm clients through teams of lawyers, sales/account managers, and technologists. The Controller owns the accuracy and timeliness of the company's financial records, manages cash and the credit facility, oversees payroll and benefits administration through the company's PEO, and ensures compliance across tax, pension, and internal control matters.

Core Responsibilities

• Own the monthly and quarterly close process, including GL maintenance, accruals, and GAAP-basis financial statements
• Prepare management reporting for the founder: P&L by department and client segment, margin analysis, and KPI tracking
• Manage cash flow forecasting, banking relationships, and compliance with the company's line of credit (covenants, draws, and repayments)
• Oversee accounts receivable and collections across the client base, and accounts payable/vendor payment processes
• Serve as the primary finance contact with the company's PEO for payroll processing, benefits administration, and related compliance
• Administer the company's pension plan in coordination with the plan advisor/TPA, including contributions, testing, and required filings
• Lead the annual budget and ongoing forecasting process across departments
• Maintain internal controls appropriate to a firm handling confidential client financial and contract data
• Coordinate tax filings and any external audit or review with outside accountants/advisors
• Manage insurance renewals (E&O, cyber, general liability) and oversee vendor contracts for the business itself
• Other duties as assigned

Qualifications & Experience

• Bachelor's degree in Accounting or Finance; CPA strongly preferred
• 8+ years of progressive accounting/finance experience, including at least 2-3 years in a controller or senior accounting manager role
• Experience in a professional services, financial services, or data/analytics business preferred
• Familiarity with PEO/co-employment payroll structures and multi-state compliance
• Strong command of GAAP, revenue recognition for services/subscription models, and internal controls design
• Proficiency with accounting/ERP systems and ability to work with billing, CRM, or time-tracking integrations
• High discretion and sound judgment, given regular access to sensitive client and company financial data

Reporting Relationship & Work Environment

• Reports directly to the founder/CEO
• Coordinates regularly with outside advisors: the company's bank, pension plan advisor/TPA, tax preparer, and insurance broker
• Works closely with department leads across legal, sales/account management, and technology on budgeting and cost matters
• Currently a standalone finance function; this role is expected to build out processes and, over time, additional finance staff
• Location and in-office/hybrid schedule to be set by the hiring team