Controller

Controller

About the Role

Why This Role Matters

• The Controller keeps cash moving. Daily collections, invoice payments, deal funding, commissions, and bank transfers all run through this seat.
• The Controller protects accuracy. Full-cycle bookkeeping across accounts, expense tracking, and liability monitoring keep the books clean and audit-ready.
• The Controller keeps us compliant. State licensing, NMLS filings, and DFPI reporting depend on this role staying ahead of every deadline.
• The Controller supports the investor relationship. Syndication setup, repayment adjustments, and renewal funding directly shape the experience of our capital partners.

A Day in the Life

• Review collections and cash position each morning, then execute bank transfers and fund new deals as needed.
• Review and pay company invoices, watching for accuracy and opportunities to reduce operational spend.
• Manage the repayment lifecycle - setting up repayments and processing refunds
• Set up and administer syndications, keeping investment partners' positions accurate and up to date.
• Process commission payments.
• Maintain the books through regular full-cycle bookkeeping across the company's operating accounts.
• Own state licensing renewals and regulatory filings, including NMLS and DFPI reporting.
• Prepare annual filings such as 1099s.
• Track company credit card expenses and other liabilities.
• Partner with the processing and operations team, jumping in on deal support and collections coverage as needed.

What You Bring to the Table

• Strong accounting fundamentals — you're comfortable owning full-cycle bookkeeping across multiple accounts and entities.
• High transaction-volume comfort — you can manage daily cash movement, funding, and repayments without losing accuracy.
• Regulatory fluency — experience with state licensing, NMLS, or similar compliance filings is a major plus.
• CRM proficiency — hands-on experience with Salesforce for deal and repayment tracking.
• Discretion and integrity — you handle sensitive financial and investor data with professionalism.
• Organizational rigor — you can juggle daily, weekly, monthly, quarterly, and annual deadlines without dropping a ball.
• Proficiency with Salesforce, Excel, and business banking platforms.

Preferred Education and Experience

• Bachelor's degree in Accounting, Finance, or a related field.
• 2+ years of accounting or bookkeeping experience, ideally within specialty finance, private lending, or fund administration.
• Experience with NMLS filings, state lending licensure, or similar regulatory reporting is strongly preferred.
• CPA or progress toward CPA is a plus, but not required.

Compensation and Benefits

• Compensation: $90,000 – $120,000, depending on experience.
• Benefits include:
  • Medical, Dental, and Vision Insurance
  • Ancillary Benefits Plans (Life Insurance, Commuter Benefits)
  • 401(k) Retirement match Plan
  • Flexible Spending Accounts (FSA) and HSA
  • Paid Time Off and Professional Development Support
  • Bonus eligibility based on company's performance.

Why You'll Love Working Here

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