Controller

Company Overview

Our client is a leading firm in the financial advisory and investment sector, specializing in the management of various investment funds. Their primary strategy is based on activist investing in financial institutions, acquiring equity positions with the goal of driving operational improvements, leadership changes, mergers, or strategic restructurings. The firm operates in regulated markets in both Puerto Rico and the United States, with a specific focus on sectors such as banking, insurance companies, and other financial entities. Currently, the firm is seeking a Controller to strengthen its finance team and support its expanding operations.

Job Summary

The Controller is responsible for directing and supervising all responsibilities of the company's general accounting team. We are looking for an experienced and highly motivated controller to join us. The Controller will play a key role in overseeing all financial activities, ensuring compliance with regulations and providing strategic financial guidance to support the growth and success of the organization.

​Responsibilities and Duties

• Lead and oversee global accounting close activities, including the preparation of journal entries, reconciliations, review of transactions for proper accounting treatment, as well as the preparation of financial reports, revenue recognition, and maintenance of the general ledger.
• Ensure strict adherence to deadlines in accordance with the company’s internal policies and procedures.
• Verify that accounting evaluations, allocations, and eliminations are applied accurately and in a timely manner.
• Identify opportunities for continuous improvement and drive operational efficiency through automation and the standardization of accounting processes.
• Design, implement, and maintain robust accounting policies, procedures, and controls to ensure financial integrity and regulatory compliance.
• Manage monthly flux variance analysis, conduct detailed balance sheet reviews, and maintain a deep understanding of accounting accounts.
• Serve as the main liaison with external auditors during financial statement audits, providing strategic responses and practical solutions to complex audit requests.
• Actively participate in strategic initiatives and collaborate on special or cross-functional projects as required by the business. Provide support and guidance to senior management on key financial matters.
• Hold a Certified Public Accountant (CPA) license, with a minimum of 8 years of experience in controllership roles, including full knowledge of the accounting cycle, preparation of complete financial statements (including notes), and experience leading accounting teams.
• Supervise and develop a team of more than five accounting professionals, fostering a culture of high performance and continuous improvement.

• Bachelor's degree in Accounting, Finance, or a related field (Master's degree or CPA certification preferred).
• Minimum of 8 years of experience in a financial leadership role.
• Strong knowledge of accounting principles and financial regulations.
• Excellent analytical and problem-solving skills.
• Proficiency in financial software and Microsoft Excel.
• Strong leadership and team management abilities.
• Exceptional communication and interpersonal skills.
• Detail-oriented and highly organized.
• Monthly travel management to the United States.