Controller

About the Opportunity

Our client, a growing financial services organization, is seeking a hands-on Controller to oversee day-to-day accounting operations, treasury activities, financial reporting, and regulatory compliance. This individual will play a key role in managing cash flow, maintaining accurate financial records, supporting operational teams, and ensuring compliance with applicable reporting requirements.

Key Responsibilities

• Manage daily cash activity, collections, bank transfers, and funding transactions.
• Oversee full-cycle accounting, including general ledger, reconciliations, bookkeeping, and financial reporting.
• Process vendor payments, commissions, refunds, and other financial transactions.
• Monitor cash flow and maintain accurate financial records across multiple accounts.
• Support investor accounting, funding activities, and payment reconciliations.
• Prepare annual tax reporting, including 1099 filings.
• Track company expenses, credit card activity, and liabilities.
• Ensure compliance with licensing, regulatory reporting, and filing deadlines.
• Partner closely with operations and leadership to support business initiatives.
• Assist with audits and maintain accurate financial documentation.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 2 years of accounting, bookkeeping, or controller experience.
• Strong understanding of full-cycle accounting and financial reporting.
• Experience managing high-volume financial transactions and cash movement.
• Advanced Microsoft Excel skills.
• Experience with Salesforce or similar CRM systems is preferred.
• Knowledge of regulatory reporting or financial services compliance is a strong plus.
• CPA or CPA-track is preferred but not required.
• Highly organized with exceptional attention to detail and ability to manage multiple deadlines.

Ascendo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.