Corporate Finance Manager

TBG | The Bachrach Group; Florida; Hybrid; USD 140,000 - 190,000; Full time

Job summary

The Bachrach Group is seeking a Corporate Finance Manager / Controller to lead day-to-day financial operations, including corporate accounting, financial reporting, treasury, and loan portfolio accounting. This hands-on role involves partnering with Sales, Loan Servicing, Treasury and Compliance to ensure accurate reporting and timely closes.

You will drive process automation, establish controls from scratch, and collaborate with leadership on budgeting and strategic reporting.

Qualifications

• Must be proficient in Spanish.
• Bachelor’s degree in Accounting, Finance, Business or a related field.
• 5+ years of progressive accounting or finance experience, including managing a monthly close.
• Strong command of GAAP and financial reporting, and the ability to do reconciliations yourself as well as review them.
• Advanced Excel and experience with financial systems.
• Strong communication skills, high integrity and discretion with confidential financial information.
• CPA or CPA-track is preferred.
• Background in equipment finance, lending, banking, financial services or another asset-based financing environment.
• Experience with loan accounting or loan-servicing systems, treasury and cash management, and building controls and processes from scratch.
• ERP or loan-servicing system implementation experience.
• Remote hybrid, with at least 25% of time onsite in San Juan, Puerto Rico.

Responsibilities

• Own the monthly, quarterly and annual close, including reviewing JEs, accruals, reconciliations and supporting schedules.
• Maintain the general ledger and chart of accounts, and prepare and review monthly financial statements with variance analysis.
• Coordinate year-end statement preparation and external audit activities.
• Oversee accounting for the customer loan portfolio, including funding, purchases, sales and modifications, and loan receivable reporting.
• Set up accounting procedures for new loan products and financing programs.
• Run the treasury function: cash balances, liquidity, bank reconciliations, cash forecasting, funding needs and banking relationships.
• Implement controls around cash movement and payment authorization.
• Support the CEO on annual budgeting, and deliver reporting on sales, financing activity, portfolio growth, cash flow and profitability.
• Build and document accounting policies, procedures and internal controls, working with Compliance and Operations.
• Oversee AP and AR, review aging reports and resolve open items.
• Automate manual processes, standardize reconciliation and reporting, and help implement new financial and loan-servicing systems.
• Manage and develop two direct reports.

Skills

Spanish proficiency

GAAP knowledge

Advanced Excel

Education

Bachelor’s degree in Accounting, Finance, or Business

Tools

Excel

ERP or loan-servicing system

Job description

This is the top finance seat at a well-capitalized sales and financing company. It reports straight to the CEO, and you’d be building out the finance function, not just stepping into one that’s already built. The sales platform is already working fluidly. What the company needs now is someone to set up the controls, reporting and processes that will carry a fast-growing loan portfolio. The business sells products and then finances them for customers over the long term, so standard corporate accounting sits right next to loan accounting and treasury. If you’ve wanted a Controller role where your work shapes how the company runs, and where the job covers more than the close calendar, this is that role. You’d manage two direct reports, work closely with the owner, and mostly work remotely, with regular time in San Juan, Puerto Rico as well.

Position Overview

The Corporate Finance Manager / Controller leads day-to-day financial operations: corporate accounting, financial reporting, treasury and cash management, loan portfolio accounting, budgeting and internal controls. It’s a hands‑on job. On any given day you might review a GL reconciliation, track down a $50K cash discrepancy, or analyze a loan portfolio report. You’ll work alongside Sales, Loan Servicing, Treasury and Compliance to make sure the numbers are accurate, on time and useful to leadership. You’ll also lead process automation and systems work as the portfolio grows.

Core Responsibilities

• Own the monthly, quarterly and annual close, including reviewing JEs, accruals, reconciliations and supporting schedules
• Maintain the general ledger and chart of accounts, and prepare and review monthly financial statements with variance analysis
• Coordinate year-end statement preparation and external audit activities
• Oversee accounting for the customer loan portfolio, including funding, purchases, sales and modifications, and loan receivable reporting
• Set up accounting procedures for new loan products and financing programs
• Run the treasury function: cash balances, liquidity, bank recs, cash forecasting, funding needs and banking relationships
• Put controls in place around cash movement and payment authorization
• Support the CEO on annual budgeting, and deliver reporting on sales, financing activity, portfolio growth, cash flow and profitability
• Build and document accounting policies, procedures and internal controls, working with Compliance and Operations
• Oversee AP and AR, review aging reports and resolve open items
• Automate manual processes, standardize reconciliation and reporting, and help implement new financial and loan‑servicing systems
• Manage and develop two direct reports

What We're Looking For

• Must be proficient in Spanish
• Bachelor’s degree in Accounting, Finance, Business or a related field
• 5+ years of progressive accounting or finance experience, including managing a monthly close
• Strong command of GAAP and financial reporting, and the ability to do reconciliations yourself as well as review them
• Advanced Excel and experience with financial systems
• Strong communication skills, high integrity and discretion with confidential financial information
• CPA or CPA-track is perferred
• Background in equipment finance, lending, banking, financial services or another asset‑based financing environment
• Experience with loan accounting or loan‑servicing systems, treasury and cash management, and building controls and processes from scratch
• ERP or loan‑servicing system implementation experience
• Remote hybrid, with at least 25% of time onsite in San Juan, Puerto Rico
• Reports directly to the CEO
• Pay depends on experience, and an annual performance‑based bonus is also possible