What are the responsibilities and job description for the Financial Controller position at Sherpa | Recruiting, Staffing & Consulting?
Compensation: To $140K.
Job Overview – Financial Controller – JO# 33989
Our client, a privately held financial services firm, is seeking a Controller to join its leadership team. This role reports directly to the CFO and plays a critical role in overseeing GAAP accounting, financial reporting, audit coordination, and reconciliation activities across multiple entities. The Controller will lead and scale the accounting function while supporting a fast-paced, transaction-driven business operating in the wholesale financial markets
Job Responsibilities
Workplace Policy:
Seniority Level: Mid-Senior Level
Linked In Poster:
About Our Process
Job Overview – Financial Controller – JO# 33989
Our client, a privately held financial services firm, is seeking a Controller to join its leadership team. This role reports directly to the CFO and plays a critical role in overseeing GAAP accounting, financial reporting, audit coordination, and reconciliation activities across multiple entities. The Controller will lead and scale the accounting function while supporting a fast-paced, transaction-driven business operating in the wholesale financial markets
Job Responsibilities
- Oversee day-to-day accounting operations, including general ledger management, journal entries, and account reconciliations
- Support an international footprint with local teams handling regulatory filings; this role focuses on financial reporting and oversight
- Lead monthly and annual close processes and prepare GAAP financial statements across the U.S. parent and international entities
- Manage consolidation and intercompany accounting for multiple subsidiaries, including offshore entities
- Supervise and develop the accounting and reconciliation teams, with responsibility for future team expansion
- Partner with external auditors to manage interim and annual audits and support required documentation
- Oversee trade and accounting reconciliation activities in a brokerage-style environment
- Establish, maintain, and enhance accounting policies, procedures, and internal controls
- Support financial reporting provided to compliance and regulatory stakeholders within KYC and AML environments
- Drive process improvements, systems optimization, and accounting function scalability
- Play a key role in ERP utilization and enhancements (NetSuite)
- Bachelor’s degree in Accounting
- CPA strongly preferred
- Background in public accounting and/or industry accounting leadership
- Experience with GAAP accounting, financial reporting, and audit management
- Prior exposure to financial services, trading, or brokerage-style environments preferred but not required
- Experience leading and growing accounting teams
- Advanced Excel skills and ERP experience (NetSuite preferred)
- Ability to thrive in a fast-paced, deadline-driven environment
- Strong leadership presence with a long-term mindset and commitment to the organization
Workplace Policy:
Seniority Level: Mid-Senior Level
Linked In Poster:
About Our Process
- We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Sherpa roles you're qualified for/interested in.
- Non-Local Candidates: Please note that you are competing with local candidates who don’t require relocation expenses and can start quickly, so let us know if you have plans to move to the area soon.
- Candidates for all Sherpa opportunities must be authorized to work in the United States.
- Sherpa is an Equal Opportunity Employer.
Salary : $140,000