Global Controller Job Amherst area,Massachusetts USA,Finance & Banking

Head of global financial operations including treasury and controls

Title: Global Controller

Classification
:
Exempt

Position Type
:
Full-Time

Reports to
:
Chief Operating Officer (COO);
Strong partnership with CEO;
Regular exposure to Audit & Risk Committee

Department
:
Finance

Location: Hybrid role within reasonable commute (~100 miles) to CAIA head office in Amherst, MA;
Periodic travel to key offices and markets may be required

Work Authorization: Candidates must be legally authorized to work in the United States

Role Summary

CAIA advances its Vision 2035 strategy, requiring a Global Controller who can operate a lean, disciplined, and internationally credible finance function that both protects the institution and enables risk‑aware growth.

The Global Controller will lead global accounting, financial control, intercompany compliance, cash and treasury operations, and finance process design. In the near term, the Controller will also partner closely with the COO on budgeting, forecasting, and planning until a dedicated FP&A capability is established.

This role requires strong technical judgment, global operating experience, and the ability to collaborate constructively with business leaders—helping them solve problems within CAIA’s legal, tax, and governance framework.

Key Outcomes (What Success Looks Like)

Finance viewed as a trusted partner that enables solutions within constraints
A scalable finance operating model that supports Vision 2035 without linear headcount growth
Clear, consistently enforced financial guardrails understood by senior leaders
Strong liquidity management and cash visibility supporting global operations
Predictable, high‑confidence close and reporting across all entities
Effective management of tax and reporting compliance requirements

Core Responsibilities

Global Accounting, Close & Reporting

Own the monthly/quarterly/year‑end close across all entities; establish close calendar, checklist discipline, and quality controls
Deliver consolidated financial and management reporting (entity and regional/product views)
Ensure consistent accounting policies, documentation, and reconciliations
Maintain a clean chart of accounts and reporting structure aligned to strategic needs

Cash and Treasury Operations

Own global cash management, liquidity planning, and visibility across entities

Monitor cash balances, timing of intercompany settlements, and funding needs
Ensure appropriate controls over banking relationships, signatories, and payments
Support and implement decisions on working capital, reserves, and approved investment strategy, in partnership with the COO, CEO, and Board.
Partner with COO and CEO on cash implications of strategic initiatives and regional expansion

Internal Controls, Governance & Compliance

Design and enforce financial controls appropriate for a lean global organization
Maintain Delegation of Authority (DoA) and approval workflows; ensure adherence across regions
Own revenue recognition discipline and seller-of-record controls in partnership with Legal/Operations
Lead audit planning, coordination, and remediation; maintain continuous audit readiness
Oversee all tax and payroll compliance coordination and support transfer pricing documentation and intercompany policies

Intercompany / Cost-Plus Model Discipline

Operate and document intercompany service arrangements (cost allocations, recharges, evidence trails)
Establish repeatable processes for cost allocations and regional expense treatment
Educate regional leaders on allowable vs restricted activities and escalation pathways
Ensure behavior matches agreements—recognizing that auditors/tax authorities test actions

Budgeting, Forecasting, and FP&A Partnership (Interim)

In the first 12–18 months, the Controller will co‑own planning and analysis with the COO; longer‑term, day‑to‑day FP&A execution will transition to a dedicated role reporting to the Controller with a dotted‑line to the COO
Establish foundational annual financial planning / budgeting processes and monthly performance reporting that can scale
Support the COO in preparation of senior leadership and board materials

Finance Operations & Systems (Lean, Scalable Design)

Partner with IT to…