Controller

Position Summary

The Controller is responsible for overseeing all accounting, portfolio accounting, treasury management, and financial reporting activities for the equipment finance company. This role ensures the integrity of financial records across QuickBooks, Aspire, Bill.com, and bank platforms, maintains strong internal controls, and provides leadership over servicing-related accounting operations.

The Controller manages the month-end close process, reconciliations, portfolio accounting for loans and leases (including syndications), and supervises the Finance/Accounting Specialist supporting mid to junior level finance, accounting, servicing and treasury management responsibilities

Key Responsibilities

• Own monthly close process, reconciliation process, financial statements, and variance explanations.
• Maintain accurate general ledger and portfolio accounting across QuickBooks and Aspire; ensuring all differences are researched and resolved timely.
• Perform and oversee daily (preferred) or weekly reconciliations of operating, lease, and paying agent accounts.
• Prepare and approve journal entries, accruals, deferrals, and syndication-related entries.
• Oversee treasury management activities including cash monitoring, allocation, and controls.
• Ensure accurate accounting for loans, leases, payoffs, restructures, write-offs, and syndicated participations.
• Manage Bill.com AP, spend controls, budgets, approvals, and expense workflows.
• Supervise and mentor the Finance/Accounting Specialist supporting mid to junior level finance, accounting, servicing and treasury management responsibilities
• Maintain strong internal controls over cash, servicing, journal entries, and approvals.
• Serve as accounting liaison with banks, paying agents, capital partners, and external advisors as needed.
• Identify process improvements and document procedures to support scalability and audit readiness.

Leadership Responsibilities

• Provide daily guidance and oversight to Finance/Accounting Support Staff.
• Establish clear priorities, performance expectations, and accountability.
• Foster strong cross-functional collaboration with operations, sales, and portfolio management.

Systems & Tools

QuickBooks

General ledger and financial reporting

Aspire

Loan and lease portfolio accounting and servicing

Bill.com

Accounts payable, spend management, and budgeting

Microsoft Office Suite

Excel expertise required

Bank Financial

Paying agent servicing accounts

Monday.com

Workflow and task management

SharePoint

Document management and internal controls

Qualifications

✓ Bachelor's degree in Accounting or Finance required; CPA preferred

✓ Strong understanding of loan and lease accounting, cash management, and reconciliations

✓ 7+ years of progressive accounting experience, preferably in equipment finance, lending, or asset-based finance

✓ High attention to detail, strong organizational skills, and ability to manage multiple priorities

Success Metrics

Timely and accurate month-end close

Zero unresolved reconciliation differences

Reliable treasury reporting and cash controls

Accurate portfolio accounting across systems

Effective leadership of servicing support

Pay: $95,000.00 - $145,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Opportunities for advancement
• Paid time off
• Parental leave
• Professional development assistance

People with a criminal record are encouraged to apply

Work Location: In person