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.

OVERVIEW OF THE ROLE:

• 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 formas, 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

PREFERRED QUALIFICATIONS:

• 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.

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