What are the responsibilities and job description for the Financial Controller position at The Kostelic Agency?
Role: Controller
Location: Phoenix, AZ (on-site)
Salary: $170,000 - $200,000 base, DOE bonus equity.
- Total compensation $250K-$300K all-in, DOE.
Senior Controller Opportunity
Join a publicly-traded titan in Phoenix that’s powering the future of growth-stage companies with tailored financial solutions. With a portfolio surpassing $1.7 billion and record-breaking investments fueling high-growth sectors like tech, life sciences, and climate innovation, this firm is on a steep upward trajectory. Renowned for attracting top talent and delivering consistent returns—evidenced by 20 straight quarters of stable or growing dividends—they’re seeking a finance trailblazer to shape their next era of success. Ready to lead at the forefront of alternative asset management?
What You’ll Do:
- Drive process improvements, from streamlining workflows to implementing new financial systems, with a focus on efficiency and data integration (e.g., reducing manual processes for loan systems and capital allocation).
- Oversee treasury, liquidity, and investment allocation, ensuring alignment with the firm’s strategic policies.
- Strengthen SOX compliance and internal controls for a public company, collaborating with the CFO on board and audit committee materials.
- Partner with cross-functional teams—finance, legal, portfolio managers, and business originators—to support deal funding and business growth.
- Mentor a growing finance team (with ~2 direct reports initially) while staying hands-on to build scalable processes.
Who You Are:
- ~10 years of experience, ideally within private credit & a public accounting audit foundation.
- CPA not required but a plus.
- Strategic thinker who’s polished yet willing to dive into the weeds, with a knack for building processes and driving efficiencies.
- Comfortable in a collaborative, results-driven culture that values integrity, humility, and transparency.
- Financial services background preferred, with an understanding of treasury, capital allocation, and SOX compliance.
Why Join?
- High-visibility role reporting to the CFO, with exposure to the executive team and board—perfect for a proactive leader looking to make a strategic impact.
- Competitive benefits: 100% HSA coverage, 4% 401k match, flexible PTO, and a culture that supports work-life balance (flexible for personal needs, not banking hours).
- Hybrid flexibility: In-office, with remote work in June/July (finance team returns late July for reporting).
- Join a fast-growing firm (~100 employees) expanding its middle/back office, offering significant professional growth in an entrepreneurial environment.
Interested applicants can apply directly to this posting, or email us to arrange a confidential conversation: Info@TheKostelicAgency.com
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Salary : $170,000 - $200,000
