Part-Time Controller & FP&A Strategist

Next Capital Management LLC; New York (NY); On-site; USD 70,000 - 100,000; Part time

Job summary

A financial advisory firm based in New York, NY, is seeking a highly skilled Controller to oversee and manage financial operations. This part-time position (approximately 20 hours per week) involves ensuring the accuracy and compliance of financial processes, managing reporting requirements, and supporting strategic decision-making through budgeting and forecasting. The ideal candidate has a strong accounting background with over 10 years of experience, preferably including controller-level responsibilities.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field (CPA or CMA preferred).
• 10+ years of progressive accounting/finance experience, including Controller-level responsibilities.
• Strong knowledge of GAAP and corporate tax compliance.
• Proficiency with accounting software and FP&A tools (experience with Datarails a plus).
• Excellent analytical, organizational, and communication skills.
• Ability to work independently and manage multiple priorities in a part-time capacity.
• Flexible schedule (approximately 20 hours per week).

Responsibilities

• Oversee preparation of financial statements in coordination with third-party bookkeepers.
• Manage annual tax filings in collaboration with external CPAs.
• Handle occasional city/state filings and tax payments.
• Prepare budgets, forecasts, and pro forma P&L statements.
• Develop and maintain revenue reporting and advisor payout calculations.
• Coordinate billing processes and ensure timely collections.
• Manage corporate entity filings and servicer payments; ensure compliance with regulations.
• Oversee payroll processing and 401(k) administration.
• Leverage FP&A tools to create new reporting and analytics.
• Provide insights to support strategic and operational decision-making.

Job description

A financial advisory firm based in New York, NY, is seeking a highly skilled Controller to oversee and manage financial operations. This part-time position (approximately 20 hours per week) involves ensuring the accuracy and compliance of financial processes, managing reporting requirements, and supporting strategic decision-making through budgeting and forecasting. The ideal candidate has a strong accounting background with over 10 years of experience, preferably including controller-level responsibilities.