What are the responsibilities and job description for the Controller / Director of Accounting & Finance – Private Equity Firm position at Monica M. Posada, LLC.?
Who We’re Looking For
A rapidly growing private equity firm in Boca Raton is seeking a Controller / Director of Accounting & Finance to lead all accounting and financial operations. This high-impact role is ideal for an experienced financial services or Third-Party Administrator (TPA) Controller looking to step into a more strategic, hands-on investment environment with significant CFO-level responsibilities. You’ll play a central role in financial reporting, internal controls, compliance, budgeting, forecasting, cash flow management, and serve as a trusted partner to senior leadership.
How You’ll Make an Impact
- Lead all accounting operations, including monthly close, consolidations, investor reporting, and capital account activity.
- Deliver timely, accurate GAAP-compliant financial reporting that aligns with regulatory and investor expectations.
- Build and maintain strong internal controls, accounting policies, and scalable processes that support the firm’s accelerated growth.
- Drive budgeting, forecasting, and financial planning, partnering with leadership to model fund performance, operating budgets, and long-term projections.
- Manage cash flow, liquidity planning, treasury functions, capital calls, and distributions.
- Provide analytical insights, dashboards, and strategic financial guidance that influence investment decisions and firm-wide performance.
- Oversee external audits, tax filings, and compliance in collaboration with auditors, fund administrators, and tax advisors.
- Implement financial systems enhancements, automation, and process improvements to elevate accuracy, efficiency, and scalability.
- Partner with deal teams on financial due diligence, transaction support, and integration planning as needed.
What You Bring to the Table
- Bachelor’s degree in Accounting, Finance, or related field; CPA strongly preferred.
- 8–15 years of progressive accounting experience within financial services or TPA environments.
- Deep knowledge of compliance, fund accounting, investor reporting, and private equity structures.
- Proven leadership experience managing accounting teams and complex financial operations.
- Strong understanding of GAAP, internal controls, and sophisticated reporting requirements.
- High-level analytical ability with a strategic mindset and talent for turning financial data into actionable insight.
What You’ll Gain by Joining Us
- The chance to transition from a high-volume TPA environment into a strategic role with direct ownership of a private equity firm’s financial infrastructure.
- High visibility and influence, working closely with the executive team and investment professionals.
- The opportunity to shape financial strategy and build a scalable, future-ready finance function.
- A dynamic, entrepreneurial culture where your expertise directly strengthens performance and deepens investor confidence.
📩 If this opportunity speaks to your experience and the impact you’re ready to make, Apply today or share your resume with us at monica@monicaposada.com.