Controller (Financial Services)
StevenDouglas · Miami, Florida, United States
FULL TIME
Job Description
Controller (Financial Services)
Not sure what skills you will need for this opportunity Simply read the full description below to get a complete picture of candidate requirements.
Location: Miami, FL (Once established and able to independently run the accounting function and close process, there will be hybrid flexibility)
Compensation: $200,000–$215,000 base + bonus
StevenDouglas has been exclusively selected by a fast-growing, profitable financial services company in Miami to identify its next Controller.
This is a hands-on leadership position reporting directly to senior finance leadership with responsibility for the accounting and financial reporting function.
IMPORTANT: Lending Industry Experience Is Required
Candidates must have experience working for, or auditing, a:BankCredit unionSpecialty lenderPrivate credit platformCommercial finance companyOther balance-sheet lending organization
Candidates should understand the accounting associated with loans and other interest-bearing financial assets held on a company's balance sheet.
We will consider candidates coming directly from public accounting with relevant financial services clients, candidates currently working within the lending industry, or a combination of both.
CPA is preferred, but not required.
The OpportunityThis is broader than a traditional close-and-report Controller position.
The Controller will have exposure to sophisticated lending and financing structures, multiple legal entities and continued expansion of the company's accounting infrastructure.
The environment is entrepreneurial and fast-moving, making this an attractive opportunity for someone who wants meaningful responsibility and the ability to influence processes rather than operate within a highly layered organization.
Key ResponsibilitiesLead the accounting and financial reporting functionOwn the monthly, quarterly and annual closeOversee general ledger, revenue recognition, loan accounting and expense managementPrepare and review financial statementsManage financial reporting to external financing partnersOversee consolidation and intercompany accounting across multiple entitiesAccount for loan originations, repayments, interest accruals and servicing-related activityReconcile loan activity with external counterparties and internal systemsSupport accounting for financing entities and other legal structuresOversee treasury, liquidity and cash managementMonitor compliance with applicable financial covenantsManage relationships with external auditors and tax providersEnsure compliance with U.S. GAAPSupport regulatory and other required financial reportingImprove accounting systems, processes and internal controlsHelp build scalable accounting infrastructure as the company continues to growSupport accounting requirements associated with new financing structures and strategic initiativesLead and develop the accounting team
Required ExperienceFinancial services and lending experienceExperience with a bank, credit union, specialty lender, private credit platform or similar balance-sheet lenderStrong understanding of loan accounting and interest-bearing financial assets7+ years of progressive accounting experienceStrong financial reporting and month-end close experienceExperience working in a multi-entity environmentBachelor's degree in Accounting, Finance or related fieldAbility to work hands-on in a fast-paced, entrepreneurial organization
We Will ConsiderCandidates coming directly from public accounting who have significant audit experience with banks, credit unions, lenders, private credit companies or similar financial institutions. xzbcwsv
We will also consider candidates coming directly from industry or individuals with a combination of public accounting and financial services experience.
Preferred, But Not RequiredCPAExperience with modern ERP/accounting systemsPrivate credit exposureStructured finance exposureExperience with institutional financing arrangementsExperience with securitization or similar financing structuresExperience working in a smaller, entrepreneurial or high-growth organization
Not sure what skills you will need for this opportunity Simply read the full description below to get a complete picture of candidate requirements.
Location: Miami, FL (Once established and able to independently run the accounting function and close process, there will be hybrid flexibility)
Compensation: $200,000–$215,000 base + bonus
StevenDouglas has been exclusively selected by a fast-growing, profitable financial services company in Miami to identify its next Controller.
This is a hands-on leadership position reporting directly to senior finance leadership with responsibility for the accounting and financial reporting function.
IMPORTANT: Lending Industry Experience Is Required
Candidates must have experience working for, or auditing, a:BankCredit unionSpecialty lenderPrivate credit platformCommercial finance companyOther balance-sheet lending organization
Candidates should understand the accounting associated with loans and other interest-bearing financial assets held on a company's balance sheet.
We will consider candidates coming directly from public accounting with relevant financial services clients, candidates currently working within the lending industry, or a combination of both.
CPA is preferred, but not required.
The OpportunityThis is broader than a traditional close-and-report Controller position.
The Controller will have exposure to sophisticated lending and financing structures, multiple legal entities and continued expansion of the company's accounting infrastructure.
The environment is entrepreneurial and fast-moving, making this an attractive opportunity for someone who wants meaningful responsibility and the ability to influence processes rather than operate within a highly layered organization.
Key ResponsibilitiesLead the accounting and financial reporting functionOwn the monthly, quarterly and annual closeOversee general ledger, revenue recognition, loan accounting and expense managementPrepare and review financial statementsManage financial reporting to external financing partnersOversee consolidation and intercompany accounting across multiple entitiesAccount for loan originations, repayments, interest accruals and servicing-related activityReconcile loan activity with external counterparties and internal systemsSupport accounting for financing entities and other legal structuresOversee treasury, liquidity and cash managementMonitor compliance with applicable financial covenantsManage relationships with external auditors and tax providersEnsure compliance with U.S. GAAPSupport regulatory and other required financial reportingImprove accounting systems, processes and internal controlsHelp build scalable accounting infrastructure as the company continues to growSupport accounting requirements associated with new financing structures and strategic initiativesLead and develop the accounting team
Required ExperienceFinancial services and lending experienceExperience with a bank, credit union, specialty lender, private credit platform or similar balance-sheet lenderStrong understanding of loan accounting and interest-bearing financial assets7+ years of progressive accounting experienceStrong financial reporting and month-end close experienceExperience working in a multi-entity environmentBachelor's degree in Accounting, Finance or related fieldAbility to work hands-on in a fast-paced, entrepreneurial organization
We Will ConsiderCandidates coming directly from public accounting who have significant audit experience with banks, credit unions, lenders, private credit companies or similar financial institutions. xzbcwsv
We will also consider candidates coming directly from industry or individuals with a combination of public accounting and financial services experience.
Preferred, But Not RequiredCPAExperience with modern ERP/accounting systemsPrivate credit exposureStructured finance exposureExperience with institutional financing arrangementsExperience with securitization or similar financing structuresExperience working in a smaller, entrepreneurial or high-growth organization
Details
| Company | StevenDouglas |
| Location | Miami, Florida, United States |
| Type | FULL TIME |
| Niche | finance |

