OverviewWe're seeking an experienced and talented Controller to join our team. We are growing exponentially, and you would be a pivotal contributor to this growth, with the opportunity to lead and define your role. Primary Responsibilities:
- Own our accounting and financial records.
- Process and review financial statements
- Design, build, and implement sustainable monthly reporting processes and systems in collaboration with internal and external stakeholders
- Proactively work with departments to understand and account for transactions accurately and in line with GAAP and other regulatory requirements
- Streamline reporting structures to meet regulatory and counterparty reporting requirements in the US- and eventually- internationally
- Lead interactions with 3rd parties by preparing financial schedules, regulatory submissions, statements, and proactively managing requests
- Manage the daily, weekly, and monthly reporting process and ensure timely deliverables
- Develop the foundation for a flawless external reporting organization by identifying and implementing process and controls to satisfy requirements and enhance the overall control structure
- Manage and grow an accounting team
- Work cross functionally with other members of the wider organization to deliver scalable solutions to support the business
- Support the Chief Financial Officer on ad-hoc projects
- Oversee payroll and related payroll tax compliance
Preferred Qualifications:
- Is interested in alternative assets and/or capital markets
- Holds a CPA or equivalent certification
- Has 8+ years of accounting/controllership experience within financial services; broker-dealer, Fintech, or cryptocurrency
- Experience with SEC and other regulatory filings
- Experience hiring, managing, coaching and scaling up teams and processes
- Demonstrates intellectual curiosity, humility, and an ability to work independently to figure out solutions to time sensitive issues
- Experience complying with international reporting requirements
- Experience leading financial aspects of Soc2 compliance approval
- Has hands-on experience with ERP systems and system implementations
- Is proficient with Microsoft Excel and can find ways to speed up or automate manual processes
- Is a team player and is highly responsive to internal and external requests
- Currently holding or planning/willing to sit for the Series 27 (plus)