Client is a growing fintech focused on SMB Segment, redefining the boundaries of digital financial services and aim to stay one step ahead in the ever-evolving fintech landscape.
This role requires in office presence at least 4 days a week in Orange County.  

About The Role

We are looking for an experienced Controller to lead our finance and accounting functions. As the Controller, you will play a pivotal role in ensuring the accuracy of financial reporting, establishing robust internal controls, and contributing to the strategic financial direction of the company. This position offers a unique opportunity to be a key player in a fast-paced and innovative fintech startup.

Responsibilities

• Oversee all day-to-day accounting control operations, including treasury management, policy & procedure, project evaluation, financial modeling, auditing, accounts payable, accounts receivable, and general ledger activities.
• Ensure timely and accurate preparation of financial statements in compliance with accounting standards and regulatory requirements.
• Establish and maintain internal controls to safeguard company assets and maintain data integrity.
• Manage the external audit process, collaborating with auditors to provide necessary documentation and ensuring a smooth audit.
• Lead the budgeting and forecasting accounting processes, providing valuable insights to support strategic decision-making.
• Conduct in-depth financial analysis to identify trends, variances, and areas for improvement.
• Manage cash flow and treasury functions, optimizing liquidity and overseeing relationships with financial institutions.
• Collaborate with cross-functional teams to provide financial guidance and support for various business initiatives.
• Stay informed about industry trends, regulations, and best practices to ensure the company's financial practices remain current and compliant.
  
  

Qualifications And Requirements

• Bachelor's degree in Accounting, Finance, or a related field; CPA designation preferred.
• Proven experience as a Controller or in a similar financial leadership role, with 8-10+ years of relevant experience.
• Must have strong treasury management experience
• Strong understanding of accounting principles, financial reporting, and regulatory compliance.
• Experience in a fintech or startup environment is highly desirable.
• Exceptional leadership and team management skills.
• Excellent communication and interpersonal abilities.
• Strategic thinker with the ability to contribute to the company's overall financial strategy.
• Solid experience with capitalization, IPO, and M&A strongly preferred.
• Prior auditing experience a plus.
  
  

Compensation

The salary range for this position is $150k-$210k (depending on experience).

• Competitive health, vision, and dental benefits (covering 100% premium for employee and all dependent(s))
• Unlimited PTO
• 401K (with employer matching)
• Parental leave
• Employee stock purchase plan (if applicable)
• Health and wellness reimbursement
• Catered lunches and weekly lunch stipend
• Hybrid or on-site, depending on the role
• Work sponsorship (if applicable)
• Other employee perks