Chief Financial Officer; Controller & Operations

Position: Chief Financial Officer (Controller & Operations)
Location: New York

Pinnacle Private Credit

We’re looking for a Chief Financial Officer (Controller & Operations) to join the Pinnacle Private Credit team and play a central role in our next stage of growth. This is an opportunity for a hands‑on financial leader who enjoys building infrastructure, optimizing capital, and shaping how a high‑growth private credit platform operates.

You’ll partner directly with the executive team to drive financial strategy, strengthen internal operations, and ensure we’re positioned for long‑term, scalable success. If you thrive in a fast‑moving, non‑bureaucratic environment where execution matters as much as strategy, you’ll love it here.

What You’ll Be Responsible For:

Financial Strategy & Capital Allocation

• Owning the firm’s financial strategy, forecasting, budgeting, and long‑term planning.

• Determining how and where to strategically deploy and invest firm capital to maximize returns and liquidity.

• Optimizing capital structure, funding strategies, and treasury positioning.

• Providing forward‑looking financial insights to support growth and risk management.

Controller & Back‑Office Leadership

• Overseeing all accounting operations, financial reporting, and internal controls.

• Establishing and managing banking relationships, including setting up new bank accounts and maintaining institutional banking infrastructure.

• Managing treasury functions including wire transfers, ACH activity, liquidity management, and cash flow oversight.

• Overseeing payroll, vendor payments, reconciliations, and day‑to‑day financial operations.

• Implementing scalable systems, compliance processes, and financial controls to support rapid growth.

Deal Execution & Portfolio Oversight

• Partnering with the investment team on underwriting, modeling, diligence, and credit decisions.

• Monitoring portfolio performance, capital deployment, and risk exposure.

• Supporting deal structuring and financial analysis across lending strategies.

Operational Strength & Team Leadership

• Building a strong financial foundation, systems, and reporting infrastructure.

• Leading accounting, treasury, compliance, and finance operations end‑to‑end.

• Developing and mentoring a high‑performing finance team.

• Acting as a strategic thought partner to leadership, influencing major business decisions.

Who We’re Looking For

• Executive‑level finance experience within private credit, direct lending, private equity, fintech, or a comparable financial environment.

• Strong controller‑level expertise with deep knowledge of accounting, treasury, cash management, and financial controls.

• Experience managing bank relationships, wire/ACH infrastructure, payroll, and operational finance functions.

• Strong exposure to credit, underwriting, and portfolio management.

• A builder’s mindset, resourceful, hands‑on, and comfortable operating in a lean environment.

• Clear communicator with a collaborative, solutions‑oriented approach.

Why You’ll Love Working With Us

• Direct influence over the financial and operational trajectory of a growing direct lender.

• Autonomy to build and shape the finance function from the ground up.

• A team that values speed, transparency, and decisive execution.

• Competitive compensation and performance‑based incentives.

Qualifications

• 5‑7 years of progressive finance experience.

• Strong analytical and capital allocation skills.

• CPA or MBA preferred but not required.

• Experience in private credit, structured finance, or cash‑flow lending environments strongly preferred.

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