Controller, Finance & Banking, Financial Manager

CONTROLLER

Pittsburgh, PA (Hybrid)

$120,000- $140,000

The Senior Controller is a key leadership role responsible for overseeing financial operations, reporting, and strategic planning across multiple entities and affiliated organizations. This position ensures the financial integrity and long-term health of the organization by developing strong accounting frameworks, delivering advanced financial analysis, and driving operational efficiency.

The Senior Controller plays a critical role in consolidated financial reporting, budgeting, forecasting, tax strategy, and financial modeling, serving as a trusted advisor to senior leadership by providing timely, accurate, and actionable insights.

The ideal candidate brings deep expertise in financial reporting, multi‑entity accounting, Quick Books Online, and advanced Excel‑based modeling to support strategic business decisions.

• Oversee day‑to‑day accounting operations, including AP, AR, cash management, bill pay, and expense reporting across multiple entities.
• Maintain GAAP‑compliant financial records and consolidated financial statements (monthly, quarterly, annual).
• Manage cash flow, revenue tracking, and relationship‑based payout and compensation schedules.
• Coordinate tax planning and compliance with external advisors; maintain supporting schedules and documentation.
• Lead consolidated multi‑entity reporting, including revenue allocations, shared expenses, and division‑level performance.
• Prepare executive dashboards, financial reports, and summaries highlighting trends, risks, and opportunities.
• Develop and manage budgets, forecasts, pro forma, and long‑term financial projections.
• Perform variance and profitability analyses to support strategic decision‑making and operational efficiency.
• Build and maintain advanced Excel‑based financial models, including cash flow, valuation, and scenario analysis.
• Support strategic initiatives such as acquisitions, growth planning, staffing models, and investment analysis.
• Continuously refine forecasting and modeling tools to ensure accuracy and scalability.
• Support payroll, benefits, and compensation tracking in coordination with third‑party providers.
• Assist with onboarding, offboarding, and annual performance and compensation review processes.

• Bachelor’s degree in Accounting, Finance, or a related field (CPA and/or MBA preferred).
• 5+ years of progressive experience in accounting or finance; experience in wealth management, family office, RIA, asset management, or alternative investment environments preferred.
• Strong understanding of GAAP, fund structures, and multi‑entity accounting.
• Advanced proficiency in Microsoft Excel with hands‑on financial modeling and FP&A experience.
• Strong organizational, communication, and interpersonal skills with the ability to manage multiple priorities.
• Detail‑oriented, strategic thinker with a collaborative mindset and strong work ethic.
• Ability to work independently in a fast‑paced, deadline‑driven environment.
• Proficiency with current financial technologies and the ability to train and support other team members.