What are the responsibilities and job description for the Financial Controller position at Confidential?
About the Opportunity
A confidential, growth-oriented financial institution in the New York City area is seeking a seasoned Controller to lead financial reporting, system modernization, and regulatory oversight as the organization enters its next phase of expansion.
This is a rare opportunity for a strategic, hands-on accounting leader who enjoys building, improving, and automating financial processes in a regulated yet entrepreneurial environment. The successful candidate will play a central role in implementing NetSuite ERP, strengthening internal controls, and collaborating directly with senior leadership on financial planning and execution.
If you thrive at the intersection of precision and progress—and want to leave your mark on a growing, global-minded enterprise—this role will place you at the heart of transformation.
What You’ll Do
- Lead Financial Excellence: Direct all aspects of accounting and reporting, ensuring every figure is accurate, timely, and aligned with GAAP and internal policies.
- Own the Close Cycle: Drive monthly and quarterly closes end-to-end, maintaining momentum, consistency, and reliability across the organization.
- Modernize the Systems Stack: Spearhead the migration to NetSuite ERP, integrating reporting, automation, and analytics to bring new visibility to the finance function.
- Ensure Regulatory Precision: Oversee regulatory filings and financial submissions, ensuring compliance with evolving banking and financial standards.
- Strengthen the Foundation: Build and maintain policies, procedures, and internal controls that enable sustainable growth and operational resilience.
- Shape Strategy Through Insight: Partner with leadership to translate financial results into forecasts, budgets, and strategies that inform major decisions.
- Champion Accountability: Lead audits, examinations, and tax processes with accuracy, transparency, and confidence.
What You Bring
- Education: Bachelor’s degree in Accounting or Finance required; CPA or CMA strongly preferred.
- Experience: At least 5 years in a Controller or senior accounting role, ideally within banking, fintech, or financial services.
- Systems Mastery: Proven experience implementing or managing NetSuite ERP or similar enterprise financial systems.
- Technical Depth: Solid command of U.S. GAAP, regulatory reporting standards, and internal control frameworks.
- Analytical Strength: Advanced Excel and data analysis skills; ability to translate numbers into insight.
- Leadership Style: Collaborative, proactive, detail-driven, and comfortable operating in a fast-paced, high-expectation culture.
Why This Role Stands Out
This isn’t a maintenance role—it’s a build and elevate opportunity. You’ll lead a key system transformation, influence financial architecture, and work closely with executives who value innovation and accountability. Every process you touch will become sharper, faster, and more effective.
Compensation & Benefits
Competitive base salary, performance-based incentives, and long-term career potential. Comprehensive health and dental coverage available.
About the Employer
Posted by a confidential employer, this role supports a well-capitalized, regulated financial institution headquartered in the New York metropolitan area. The organization blends startup-level agility with institutional discipline and offers the opportunity to make a meaningful impact within a collaborative, growth-minded culture.