Controller, Finance & Banking, Financial Manager

Overview

3 weeks ago Be among the first 25 applicants. This range is provided by Coastline Equity. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$95,000.00/yr - $/yr

At Coastline Equity, we don't just manage numbers we build trust, accountability, and growth into every dollar we track. We're looking for a Controller who sees beyond spreadsheets and balances and understands that strong financial systems are the foundation of a thriving, people-centered business.

In this role, you'll lead the charge in bringing clarity to complexity owning our financial operations from top to bottom. You'll guide a growing team, oversee the accounting and compliance for 150+ corporate entities, and help shape the future of our finance department. This is a role for someone who doesn't just do the work but builds the structure that makes the work sustainable, scalable, and smart.

You'll be a key voice at the table, trusted by leadership and relied on by every department. If you're someone who can lead with confidence, communicate with clarity, and build systems that serve both people and performance this is your next move.

The salary range of this position is $95k - $125k yearly.

• Leadership & Team Management
• Lead, manage, and hold accountable a team of three: one Account Manager and two Accounting Assistants
• Drive performance, continuous improvement, and professional development within the finance department
• Develop and implement SOPs and internal controls across all finance and accounting operations
• Accounting & Financial Operations
• Oversee accounts receivable, accounts payable, payroll, and HR-related compliance processes
• Ensure timely and accurate monthly financial statements for all properties and corporate entities
• Manage full-cycle accounting including journal entries, reconciliations, and reporting deliverables
• Strategic Planning & Financial Oversight
• Collaborate with the COO to drive budgeting, forecasting, and strategic financial planning
• Build scalable financial systems and reporting tools that support company growth and accountability
• Deliver actionable insight through modeling, performance analysis, and financial dashboards
• Compliance & Risk Management
• Ensure compliance with tax, audit, and regulatory obligations across all corporate and client accounts
• Oversee insurance coordination and risk management practices in collaboration with Operations
• Maintain strong relationships with CPAs, auditors, and legal advisors
• Client & Internal Stakeholder Communication
• Provide timely financial updates and deliverables to investment clients and internal partners
• Present financial information clearly and effectively to executive leadership and department heads
• Technology & Systems
• Leverage App Folio, Excel, and other digital tools to drive automation and efficiency
• Implement and support AI-powered systems and tech-forward workflows for smarter financial operations
• Identify opportunities to innovate, streamline, and standardize accounting processes

• Leadership & Accountability:
  Proven ability to lead a team, manage competing priorities, and drive high standards through effective communication and clear expectations
• Full-Cycle Accounting Expertise:
  Deep knowledge of accounting principles, financial reporting, reconciliations, and internal controls, ideally within property management
• Strategic Financial Acumen:
  Skilled in budgeting, forecasting, financial modeling, and performance reporting that supports executive decision-making
• Process-Oriented & Detail-Driven:
  Able to build SOPs, document workflows, and maintain compliance across a high volume of entities
• Tech-Savvy:
  Proficient in systems like App Folio and Quick Books with a desire to explore and implement AI-driven efficiencies and modern finance tools
• Client-Focused Mindset (Customer First):
  Prioritizes transparency, communication, and reliability in both client-facing and internal operations
• Continuous Improvement (Growth Mindset):
  Embraces learning, feedback, and change with a commitment to improving systems and empowering teams
• Integrity & Inclusion (Equity for All):
  Leads with…