Financial Controller

CFG Merchant Solutions; New York (NY); On-site; USD 125,000 - 150,000; Full time

Job summary

CFG Merchant Solutions is seeking a motivated Financial Controller to join our Finance team in New York. This role is ideal for someone from public accounting looking for a dynamic role in revenue-based finance and SMB lending.

You will oversee month-end close processes, lead financial statement preparation, and ensure compliance with GAAP. Ideal candidates will have 4-5 years of experience and strong analytical skills, with a salary range of $125,000 to $150,000 USD.

Qualifications

• 4–5 years of progressive experience in public accounting, with a preference for Big 4 or regional firm.
• Strong understanding of GAAP.
• Experience with financial services, SMB lending, or fintech clients is a strong advantage.

Responsibilities

• Oversee month-end and year-end close processes including journal entries.
• Lead preparation of financial statements and management reporting.
• Maintain internal controls to ensure data integrity and compliance.

Skills

Strong analytical skills

Excellent communication skills

Advanced Excel skills

Education

Bachelor’s degree in Accounting, Finance, or related field

Tools

NetSuite

QuickBooks

Tableau

Job description

We are seeking a motivated, detail-oriented Financial Controller to join our growing Finance team. This is an excellent opportunity for a public accounting professional looking to transition into a dynamic, industry-facing role within our revenue-based finance (RBF), SMB lending, and factoring businesses.

Responsibilities

Oversee, document, and optimize month-end and year-end close processes, including journal entries, account reconciliations, and supporting schedules.

Partner with the CFO and VP of Finance to develop internal audit processes and maintain general ledger accuracy.

Ensure revenue recognition compliance for RBF products and SMB loans in accordance with GAAP.

Lead preparation of monthly, quarterly, and annual financial statements and management reporting.

Coordinate external audits, collateral exams, and tax preparation by preparing documentation and responding to auditor requests.

Maintain and strengthen internal controls to ensure data integrity and compliance.

Prepare recurring and ad-hoc reporting for lenders, credit facilities, and financing partners.

Financial Planning & Analysis (FP&A)

Own the annual budgeting process, including departmental inputs and consolidated operating budget.

Perform monthly variance analysis (actual vs. budget and forecast), identifying key drivers and insights.

Maintain and update rolling financial forecasts in coordination with senior leadership.

Build financial models tracking portfolio performance, revenue, expenses, and headcount.

Prepare cost analysis reports to monitor spend trends and support cost control initiatives.

Support internal management reporting packages for leadership review.

Collaborate cross-functionally to gather inputs for financial planning and reporting.

Requirements

4–5 years of progressive experience in public accounting (audit, assurance, or advisory); Big 4 or regional firm strongly preferred.

Bachelor’s degree in Accounting, Finance, or related field required.

CPA (or CPA eligible / in progress) is a plus, not required.

Strong understanding of GAAP.

Exposure to financial services, SMB lending, or fintech clients is a strong advantage.

Advanced Excel skills; experience with NetSuite, QuickBooks, and/or Tableau is a plus.

Strong analytical, organizational, and detail-oriented mindset.

Excellent communication skills, able to present financials to both finance and non-finance stakeholders.

Ability to manage multiple priorities in a fast-paced environment.

Salary range: $125,000 - $150,000 USD