Financial Controller

Compensation: To $140K.

Our client, a privately held financial services firm, is seeking a Controller to join its leadership team. This role reports directly to the CFO and plays a critical role in overseeing GAAP accounting, financial reporting, audit coordination, and reconciliation activities across multiple entities. The Controller will lead and scale the accounting function while supporting a fast‑paced, transaction‑driven business operating in the wholesale financial markets.

• Oversee day‑to‑day accounting operations, including general ledger management, journal entries, and account reconciliations.
• Support an international footprint with local teams handling regulatory filings; focus on financial reporting and oversight.
• Lead monthly and annual close processes and prepare GAAP financial statements across the U.S. parent and international entities.
• Manage consolidation and intercompany accounting for multiple subsidiaries, including offshore entities.
• Supervise and develop the accounting and reconciliation teams, with responsibility for future team expansion.
• Partner with external auditors to manage interim and annual audits and support required documentation.
• Oversee trade and accounting reconciliation activities in a brokerage‑style environment.
• Establish, maintain, and enhance accounting policies, procedures, and internal controls.
• Support financial reporting provided to compliance and regulatory stakeholders within KYC and AML environments.
• Drive process improvements, systems optimization, and accounting function scalability.
• Play a key role in ERP utilization and enhancements (Net Suite).

• Bachelor’s degree in Accounting.
• CPA strongly preferred.
• Background in public accounting and/or industry accounting leadership.
• Experience with GAAP accounting, financial reporting, and audit management.
• Prior exposure to financial services, trading, or brokerage‑style environments preferred but not required.
• Experience leading and growing accounting teams.
• Advanced Excel skills and ERP experience (Net Suite preferred).
• Ability to thrive in a fast‑paced, deadline‑driven environment.
• Strong leadership presence with a long‑term mindset and commitment to the organization.

Workplace Policy:
Remote or on‑site options available.

Seniority Level: Mid‑Senior Level.

Employment Type:

Full‑time.

Job Function:
Accounting / Auditing and Finance.

Industries:
Accounting, IT Services and IT Consulting, and Advertising Services.

Sherpa is an Equal Opportunity Employer.

Location:

Charlotte, NC.