Financial Controller

CFG Merchant Solutions•New York, NY

7d•$125,000 - $150,000

About The Position

We are seeking a motivated, detail-oriented Financial Controller to join our growing Finance team. This is an excellent opportunity for a public accounting professional looking to transition into a dynamic, industry-facing role within our revenue-based finance (RBF), SMB lending, and factoring businesses. In this role, you will take ownership of the full accounting and financial planning cycle, working closely with senior finance leadership on core accounting operations, financial reporting, and FP&A functions. This is a high-impact position for a growth-minded accountant seeking to build on a strong public accounting foundation in a fast-paced, tech-enabled financial services environment.

Requirements

4–5 years of progressive experience in public accounting (audit, assurance, or advisory); Big 4 or regional firm strongly preferred.
Bachelor’s degree in Accounting, Finance, or related field required.
CPA (or CPA eligible / in progress) is a plus, not required.
Strong understanding of GAAP.
Exposure to financial services, SMB lending, or fintech clients is a strong advantage.
Advanced Excel skills; experience with NetSuite, QuickBooks, and/or Tableau is a plus.
Strong analytical, organizational, and detail-oriented mindset.
Excellent communication skills, able to present financials to both finance and non-finance stakeholders.
Ability to manage multiple priorities in a fast-paced environment.

Nice To Haves

CPA (or CPA eligible / in progress)
Experience with NetSuite, QuickBooks, and/or Tableau

Responsibilities

Oversee, document, and optimize month-end and year-end close processes, including journal entries, account reconciliations, and supporting schedules.
Partner with the CFO and VP of Finance to develop internal audit processes and maintain general ledger accuracy.
Ensure revenue recognition compliance for RBF products and SMB loans in accordance with GAAP.
Lead preparation of monthly, quarterly, and annual financial statements and management reporting.
Coordinate external audits, collateral exams, and tax preparation by preparing documentation and responding to auditor requests.
Maintain and strengthen internal controls to ensure data integrity and compliance.
Prepare recurring and ad-hoc reporting for lenders, credit facilities, and financing partners.
Own the annual budgeting process, including departmental inputs and consolidated operating budget.
Perform monthly variance analysis (actual vs. budget and forecast), identifying key drivers and insights.
Maintain and update rolling financial forecasts in coordination with senior leadership.
Build financial models tracking portfolio performance, revenue, expenses, and headcount.
Prepare cost analysis reports to monitor spend trends and support cost control initiatives.
Support internal management reporting packages for leadership review.
Collaborate cross-functionally to gather inputs for financial planning and reporting.