Mid-Level Controller

Pinnacle Group, Inc.; New York (NY); On-site; USD 95,000 - 140,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with company match

FSA/HSA options

Life insurance

Commuter benefits

PTO and holidays

Job summary

Pinnacle Group, Inc. seeks a hands-on Controller to manage daily accounting and financial operations in New York. You’ll oversee collections, AP, bank transfers, deal funding, bookkeeping, investor payments, and regulatory filings.

This upgraded role suits an experienced bookkeeper or AP professional ready to take broader ownership, with high-volume workload and on-site work five days a week.

Qualifications

• 2+ years of accounting, bookkeeping, accounts payable, or financial operations experience.
• Strong full-cycle bookkeeping and cash-management skills.
• Experience managing invoices, repayments, bank transfers, reconciliations, and financial records.
• Proficiency with Excel or Google Sheets, including formulas and report creation.
• Strong communication, organization, accuracy, and initiative.
• Onsite five days per week.

Responsibilities

• Manage daily accounting and financial operations for the client, including collections, AP, bank transfers, deal funding, bookkeeping, investor payments, and regulatory filings.
• Provide hands-on oversight and ownership of the accounting cycle.
• Maintain accurate financial records and timely reporting for stakeholders.
• Collaborate cross-functionally to ensure control and compliance.

Skills

Accounting

Bookkeeping

Accounts Payable

Financial Operations

Cash Management

Excel/Google Sheets

Education

Bachelor's degree in Accounting/Finance

Tools

Salesforce

Business Banking Platforms

Job description

Position Summary

:Seeking a hands-on Controller to manage Client’s daily accounting and financial operations, including collections, accounts payable, bank transfers, deal funding, bookkeeping, investor payments, and regulatory filings

This is an upgraded role suited for an experienced bookkeeper or AP professional ready to take on broader ownership

Key Requirements

2 plus years of accounting, bookkeeping, accounts payable, or financial operations experience

Strong full-cycle bookkeeping and cash-management skills

Experience managing invoices, repayments, bank transfers, reconciliations, and financial record

sProficiency with Excel or Google Sheets, including formulas and report creation

Strong communication, organization, accuracy, and initiative

Comfortable managing a high-volume workload and working onsite five days per week

Preferred Experience

Salesforce and business banking platforms

Specialty finance, private lending, or fund administration

NMLS, DFPI, state licensing, or regulatory filings

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

Interview Process: Final two-hour onsite panel and assessment Two professional references required at offer stage Benefits: Medical, dental, and vision insurance 401(k) with company match FSA and HSA options Life insurance and commuter benefits 15 PTO days, 5 personal days, and 5 paid sick days Federal holidays and 2 floating holidays