Corporate Controller / Future CFO

Property Tax Funding; Dallas (TX); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Medical insurance

401(k)

Paid vacation and holidays

Job summary

Property Tax Funding in Dallas, TX is seeking a hands-on Corporate Controller/Finance Operations Manager to build our finance function and position for the next growth phase. This role blends accounting operations with strategic leadership to scale the business.

You will oversee day-to-day financial operations, drive process improvements, and work directly with ownership and senior leadership as we plan for future growth and potential securitization of debt.

Qualifications

• Bachelor’s degree in accounting, finance, business, or a related field preferred.
• 5+ years of relevant accounting, finance, controllership, banking, lending, or servicing experience.
• QuickBooks and strong Excel experience required.
• Experience with process improvement, SOP development, internal controls, or operational optimization strongly preferred.
• Experience in specialty finance, lending, banking, private credit, or loan servicing strongly preferred.
• Experience with lender reporting, borrowing base certificates, audits, portfolio reporting, or securitization is a plus.

Responsibilities

• Manage day-to-day accounting and financial operations using QuickBooks.
• Support month-end, quarter-end, and year-end close processes.
• Prepare financial reports for ownership and senior leadership.
• Manage vendor relationships, invoice review, payment controls, and expense tracking.
• Reconcile legal services activity and related account-level charges.
• Assist with cash management, bank reconciliations, lender reporting, and borrowing base support.
• Work with banks and financing partners supporting our loan portfolio.
• Lead operational improvement initiatives across accounting, finance, servicing, and administrative functions.
• Develop, document, and standardize SOPs to improve consistency and accountability.
• Identify inefficiencies and implement business process optimization initiatives.
• Improve accounting, reporting, vendor management, and internal control processes.
• Support budgeting, forecasting, audits, compliance, and special finance projects.
• Help prepare the company for a public securitization of its debt.

Skills

Hands-on leader

Organized & analytical

QuickBooks

Excel

Process improvement

SOP development

Roll up sleeves mentality

Stakeholder communication

Lending/finance familiarity

Education

Bachelor's degree in accounting/finance/business

Tools

QuickBooks

Excel

Job description

Property Tax Funding | Dallas, Texas | Full-Time, In-Office

Property Tax Funding is hiring a hands-on Corporate Controller/Finance Operations Manager to help build out our finance department, support the next stage of our growth, and develop into the company’s CFO role.

We are a stable, established specialty finance company with 18 years in business. As the highest-rated property tax lender in Texas, we have helped more than 12,000 property owners finance residential and commercial property taxes. This is a tactical finance and accounting role today with the opportunity to grow into a broader senior financial leadership position as our loan portfolio expands.

What You'll Do:

• Manage day-to-day accounting and financial operations using QuickBooks
• Support month-end, quarter-end, and year-end close processes
• Prepare financial reports for ownership and senior leadership
• Manage vendor relationships, invoice review, payment controls, and expense tracking
• Reconcile legal services activity and related account-level charges
• Assist with cash management, bank reconciliations, lender reporting, and borrowing base support
• Work with banks and financing partners supporting our loan portfolio
• Lead operational improvement initiatives across accounting, finance, servicing, and administrative functions
• Develop, document, and standardize SOPs to improve consistency, accountability, and scalability
• Identify inefficiencies and implement business process optimization initiatives
• Improve accounting, reporting, vendor management, and internal control processes
• Support budgeting, forecasting, audits, compliance, and special finance projects
• Help prepare the company for a public securitization of its debt

What We're Looking For:

We are looking for more than a traditional accountant. The ideal candidate is a hands-on financial and operational leader who enjoys solving problems, improving processes, and building systems that support growth.

You should be:

• Highly organized, analytical, and detail-oriented
• Strong in QuickBooks and Excel
• Comfortable reviewing reconciliations, invoices, reports, and supporting documentation
• Experienced in documenting workflows and developing practical SOPs
• Skilled at identifying bottlenecks, reducing manual work, and improving business processes
• Proactive and willing to roll up your sleeves
• Comfortable working directly with ownership and senior leadership
• Interested in lending, banking, specialty finance, loan servicing, or structured finance
• Able to manage tactical responsibilities today while growing into a more strategic role

Qualifications:

• Bachelor’s degree in accounting, finance, business, or a related field preferred
• 5+ years of relevant accounting, finance, controllership, banking, lending, or servicing experience
• QuickBooks and strong Excel experience required
• Experience with process improvement, SOP development, internal controls, or operational optimization strongly preferred
• Experience in specialty finance, lending, banking, private credit, or loan servicing strongly preferred
• Experience with lender reporting, borrowing base certificates, audits, portfolio reporting, or securitization is a plus

Why Join Property Tax Funding:

• Stable company with 18 years in business
• Growing loan portfolio and meaningful long-term opportunity
• Direct access to ownership and senior leadership
• Opportunity to improve and standardize core business operations
• Ability to help build the company’s financial and operational infrastructure
• Clear potential to grow into a senior finance leadership or CFO-level role
• Medical insurance
• 401(k)
• Paid vacation and holidays

This is a full-time, in-office position in Dallas, Texas.