Strategic CFO — Growth, Controls & Finance Leadership

TRAK Group; Olde West Chester (OH); On-site; USD 120,000 - 200,000; Full time

Job summary

TRAK Group in West Chester, Ohio seeks a Controller to oversee all financial operations including accounting, budgeting, and reporting. The CFO will lead a finance team, strengthen internal controls, and partner with executives on strategic planning.

This role requires GAAP expertise, CPA preferred, and proven ability to scale finance processes while ensuring regulatory compliance and timely audits.

Qualifications

• Proven leadership experience in accounting/finance, preferably within an annuities organization.
• Bachelor's degree in Accounting, Finance or related field; CPA/CMA preferred.
• Strong knowledge of GAAP and financial reporting.

Responsibilities

• Manage all accounting operations.
• Coordinate budget preparation and forecasts; report variances.
• Prepare and publish timely monthly financial statements.
• Coordinate regulatory reporting.
• Lead the annual audit process with external auditors.

Skills

Financial analysis

Budgeting

GAAP knowledge

Regulatory reporting

Leadership

Audit coordination

Problem-solving

Attention to detail

Education

Bachelor's degree in Accounting or Finance

CPA or CMA preferred

Tools

Accounting software

MS Office

Job description

TRAK Group in West Chester, Ohio seeks a Controller to oversee all financial operations including accounting, budgeting, and reporting. The CFO will lead a finance team, strengthen internal controls, and partner with executives on strategic planning.

This role requires GAAP expertise, CPA preferred, and proven ability to scale finance processes while ensuring regulatory compliance and timely audits.