South Florida Recruiters
Overview
A growing and dynamic private equity firm based in Boca Raton, FL is seeking an accomplished Controller to lead its accounting and financial operations. This high-impact role is ideal for an experienced financial services or Third-Party Administrator (TPA) Controller who is ready to step into a more strategic, fast-paced investment environment. You will oversee all financial reporting, internal controls, compliance, budgeting, forecasting, and cash flow management while serving as a key financial partner to senior leadership.
Key Responsibilities
Lead all accounting operations, including monthly close, financial consolidations, investor reporting, and capital account activity.
Ensure timely and accurate financial reporting in accordance with GAAP and all applicable regulatory and investor requirements.
Develop and maintain strong internal controls, accounting policies, and procedures to support a rapidly growing investment platform.
Manage budgeting, forecasting, and financial planning, partnering with leadership to model fund performance, operating budgets, and long-term financial projections.
Oversee cash flow management, capital calls, distributions, liquidity planning, and treasury functions.
Provide strategic financial guidance by delivering analysis, dashboards, and insights that support investment decisions, operational improvements, and firm-wide growth initiatives.
Coordinate external audits, tax filings, and compliance with auditors, fund administrators, and tax advisors.
Implement process enhancements and financial systems improvements to strengthen accuracy, scalability, and efficiency across the finance function.
Collaborate with deal teams on transaction support, financial due diligence, and integration planning as needed.
Qualifications
Bachelor’s degree in Accounting, Finance, or a related field; CPA strongly preferred.
8-15 years of progressive accounting experience, with a strong background in financial services or Third-Party Administrator (TPA) environments.
Experience with fund accounting, investor reporting, or private equity structures.
Demonstrated leadership experience overseeing accounting teams and complex financial operations.
Deep understanding of GAAP, internal controls, and financial reporting requirements.
Strong analytical skills and the ability to translate financial data into actionable insights for executive leadership.
Exceptional communication skills and a collaborative mindset.
Experience with financial systems, reporting tools, and automation technologies.
Why This Opportunity Is Great
Move from a high-volume TPA environment into a strategic role with direct ownership of a private equity firm’s financial infrastructure.
High visibility and influence with the executive team and investment professionals.
Opportunity to shape financial strategy and build scalable processes for a growing firm.
A dynamic, entrepreneurial environment where your expertise directly impacts firm performance and investor confidence.
Interested candidates may submit their resume to
resume@southfloridarecruiters.com or contact us at
(954) 582-4791
for more information.
#J-18808-Ljbffr
Key Responsibilities
Lead all accounting operations, including monthly close, financial consolidations, investor reporting, and capital account activity.
Ensure timely and accurate financial reporting in accordance with GAAP and all applicable regulatory and investor requirements.
Develop and maintain strong internal controls, accounting policies, and procedures to support a rapidly growing investment platform.
Manage budgeting, forecasting, and financial planning, partnering with leadership to model fund performance, operating budgets, and long-term financial projections.
Oversee cash flow management, capital calls, distributions, liquidity planning, and treasury functions.
Provide strategic financial guidance by delivering analysis, dashboards, and insights that support investment decisions, operational improvements, and firm-wide growth initiatives.
Coordinate external audits, tax filings, and compliance with auditors, fund administrators, and tax advisors.
Implement process enhancements and financial systems improvements to strengthen accuracy, scalability, and efficiency across the finance function.
Collaborate with deal teams on transaction support, financial due diligence, and integration planning as needed.
Qualifications
Bachelor’s degree in Accounting, Finance, or a related field; CPA strongly preferred.
8-15 years of progressive accounting experience, with a strong background in financial services or Third-Party Administrator (TPA) environments.
Experience with fund accounting, investor reporting, or private equity structures.
Demonstrated leadership experience overseeing accounting teams and complex financial operations.
Deep understanding of GAAP, internal controls, and financial reporting requirements.
Strong analytical skills and the ability to translate financial data into actionable insights for executive leadership.
Exceptional communication skills and a collaborative mindset.
Experience with financial systems, reporting tools, and automation technologies.
Why This Opportunity Is Great
Move from a high-volume TPA environment into a strategic role with direct ownership of a private equity firm’s financial infrastructure.
High visibility and influence with the executive team and investment professionals.
Opportunity to shape financial strategy and build scalable processes for a growing firm.
A dynamic, entrepreneurial environment where your expertise directly impacts firm performance and investor confidence.
Interested candidates may submit their resume to
resume@southfloridarecruiters.com or contact us at
(954) 582-4791
for more information.
#J-18808-Ljbffr