Controller | Series B Fintech | Business Banking & Payments | NY

Controller | Series B Fintech | Business Banking & Payments | NY

About the Company

A growing fintech providing an integrated financial management platform for startups, SMEs, investment funds and international businesses. Its platform combines business banking, corporate cards, global payments, treasury, invoicing and accounting integrations, with banking services provided through regulated third-party partners.

About the Role

The business is seeking a Controller to take ownership of its accounting function and wider financial operations. Responsibilities include financial reporting, month-end close, audit, internal controls, payroll, tax and compliance.

The finance function currently relies on outsourced accounting and tax providers. The successful candidate will manage these relationships, determine which activities should move in-house and build scalable processes, systems and controls to support growth.

This is a hands-on opportunity to lead a broad finance remit within a fast-growing fintech.

Key Responsibilities

Financial Reporting & Accounting

• Manage outsourced accounting providers and oversee the monthly close, reviewing reconciliations and signing off financial statements.
• Ensure balance sheet accounts are fully reconciled and review revenue recognition and other technical accounting matters for US GAAP compliance.
• Produce monthly management accounts and financial reporting for board meetings and investors.
• Assess opportunities to bring accounting activities in-house.

Audit & Internal Controls

• Lead annual external audits, coordinating auditors, supporting schedules and documentation.
• Own SOC 1 readiness and annual examinations, including control documentation, testing and remediation.
• Develop and maintain internal controls, approval workflows, segregation of duties and finance policies.

Planning & Business Support

• Own budgeting, forecasting and reporting across profitability, margins and cash flow.
• Support fundraising and strategic partnerships through financial analysis and diligence.
• Provide financial insight to senior leadership to support commercial and operational decisions.

Finance Operations

• Oversee AP, vendor payments, corporate cards and expense management.
• Manage payroll and benefits administration, including approvals, employee records, tax withholdings, filings, insurance renewals and broker relationships.
• Ensure payroll, benefits and stock-based compensation are accurately recorded.
• Coordinate 409A valuations and reconcile equity records and the cap table with the general ledger.
• Manage D&O, E&O and cyber insurance renewals.
• Own the finance systems and technology stack, driving automation and process improvements.

Tax & Corporate Compliance

• Manage external tax advisers across federal and state tax filings, R&D credits and other tax requirements.
• Oversee 1099 filings, state registrations, annual reports and ongoing entity compliance.

What We're Looking For

• 6+ years of accounting experience, including public accounting and Controller, Assistant Controller or equivalent experience at a startup or growth-stage business.
• Strong US GAAP knowledge, particularly ASC 606 revenue recognition and ASC 718 stock-based compensation.
• Experience leading financial statement audits and working with SOC 1 or SOX controls.
• Hands-on payroll and benefits administration experience, ideally with Gusto, Rippling or Justworks.
• Experience managing outsourced bookkeepers and accounting firms.
• Advanced QuickBooks Online proficiency.
• Ability to operate autonomously and take ownership of a broad finance remit within a lean team.

Desirable Experience

• CPA qualification.
• Fintech, banking, payments or financial services experience.
• Treasury, liquidity or cash management exposure.
• Experience building finance processes and infrastructure from scratch.
• Interest in AI and using automation to improve finance operations.

Compensation

$180,000–$220,000 base salary, depending on experience, plus equity and benefits.