Controller

Are you a strategic finance leader ready to make a big impact in a boutique firm with big ambitions? CG Financial Services is seeking a dynamic Controller to lead and elevate our finance and accounting functions. This is your opportunity to step into a pivotal leadership role, driving financial excellence and operational success across a growing organization with a $22 million budget.

In this highly visible role, you’ll work closely with the President and senior leadership team, overseeing the day-to-day financial operations while mentoring a small, dedicated finance team. You’ll also play a key role in preparing and delivering financial presentations to the CEO and providing the strategic insight needed to help move the business forward.

Our Core Values

We’re not just looking for a financial expert, we’re looking for someone who embodies our values and enhances our team’s energy and impact:

• Thirst for Knowledge: You have a curious and creative mindset, always seeking to learn and grow.
• Innovative Problem Solver: You lead with solutions, set the tone for collaboration, and deliver with accountability.
• Self-Motivated: You’re driven, proactive, and unafraid to take initiative or tackle challenges.
• Authentic: You operate with honesty, integrity, and a no-drama, no-politics approach.
• Positively Impact People: You care about helping others grow—your team, clients, and community—and believe in collective success.

Responsibilities

Finance and Accounting Leadership:

• Accounting Oversight: Lead all aspects of accounting operations, including payroll, accounts payable, and accounts receivable.
• Financial Reporting: Prepare and present clear, accurate financial reports and insights to senior management and key stakeholders.
• Budgeting and Forecasting: Support the budgeting process, monitor performance, and provide forecasts that inform strategic decisions.
• Internal Controls: Develop, implement, and maintain strong financial controls and policies.
• Staff Management: Supervise, support, and develop a team of 3, ensuring alignment, engagement, and high performance.
• Compliance: Ensure full compliance with GAAP, legal standards, and industry best practices.
• Financial Analysis: Deliver meaningful analysis to uncover trends, identify inefficiencies, and support business growth.
• Collaboration: Work cross-functionally with internal teams to align finance with broader company initiatives.
• Audit Coordination: Lead the annual audit process and manage relationships with external auditors.
• Technology: Leverage accounting tools and systems to ensure accuracy, efficiency, and innovation.
• Strategic Support: Partner with leadership to guide annual budgeting and planning; analyze variances and provide actionable recommendations.

Team Leadership:

• Empower and elevate your team by clarifying roles, coaching talent, and implementing training programs that unlock individual and organizational potential.
• Champion a culture of collaboration, transparency, and continuous improvement across the organization.

Qualifications

• Bachelor’s degree in accounting or finance required; CPA preferred.
• Proven experience as a Controller or senior-level finance leader.
• Hands-on expertise in budgeting, reporting, payroll, accounts payable/receivable, and general ledger.
• Strong leadership and team management skills; a mentor mentality with a collaborative mindset.
• Exceptional analytical thinking and problem-solving abilities—comfortable interpreting data and delivering strategic insights.
• Outstanding communication and interpersonal skills, with experience presenting to executives and non-financial stakeholders.
• Ability to translate complex financial topics into clear, accessible language across all levels of the organization.

Join Us

If you're ready to lead with confidence, make an impact, and help shape the future of a fast-growing financial services firm, we want to hear from you. Bring your expertise, your vision, and your values to CG Financial Services where your work will be valued, your voice will be heard, and your career will thrive.