Hands-On Controller & Finance Ops Leader — Path to 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 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.