Demo

Financial Controller

Forvis Mazars US Executive Search Practice
Charlotte, NC Full Time
POSTED ON 1/21/2025
AVAILABLE BEFORE 2/19/2025

Careers with our Clients through Forvis Executive Search

FinTech Controller - Charlotte NC


This position is primarily remote but there is occasional time needed time in office and you must be local to Charlotte or surrounding areas, within a 1.5 - 2 hour drive from Charlotte NC. Current or prior fintech or banking related financial services experience is required.


This is an excellent opportunity to join a dynamic and well-respected midsize Fintech organization that's based in Charlotte NC, with national and international reach. This firm has an excellent reputation and is a best in class employer.


We are seeking a strong, hands-on Controller who has excellent stability across 10 years of career experience, solid professional references and preferably a CPA license, though the CPA license is not required. The Controller must be able to interface and communicate across the organization, working hand in hand with C-Suite executives and successfully managing and mentoring a small team of junior staff members.


RESPONSIBILITIES

  • Provide hands-on management for a small team responsible for corporate accounting, accounts payable, accounts receivable as well as disbursement functions, petty cash, expense reporting, cash management and corporate payroll, payroll tax and compliance reporting
  • Execute month-end close and all related financial reporting
  • Work with CFO to improve the corporate accounting and financial reporting process, including designing and executing more in-depth weekly reporting as well as better month-end, quarterly and annual close processes and procedures
  • Design, implement and maintain a system of internal controls, ensuring the integrity of accounting processes and procedures
  • Support and manage the annual budgeting process for the organization
  • Work closely with CEO to design and implement industry best practices for capturing, analyzing and reporting key financial data
  • Research, review and explore accounting and finance software and ERP systems to modernize, implement or enhance what the company is currently utilizing
  • Work closely with internal and external professionals to ensure accurate, compliant and on-time income tax reporting and support the annual audit process
  • Participate in a wide variety of special projects, compiling various ad hoc reports and acting as the financial right hand to the CEO in running this corporation day to day


REQUIREMENTS

  • Bachelor or higher in Accounting or Finance
  • 10 years of managerial experience, preferably with experience in fintech
  • CPA designation preferred
  • Solid accounting systems experience, including proficiency in MS Excel and Sage

Salary : $130,000 - $180,000

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