THE OPPORTUNITY

• Do you enjoy serving as a trusted financial partner within a sophisticated investment organization?
• Are you motivated by improving processes, strengthening controls, and preparing business operations for scaling growth?
• Do you thrive in environments that value discretion, collaboration, and intentional, at-pace continuous improvement?

ABOUT THE COMPANY

Our client is a privately held organization managing a diverse portfolio of investments, operating businesses, and related financial assets. The organization provides comprehensive financial oversight, governance, and administrative support across a complex investment platform while maintaining a long-term focus on stewardship, operational excellence, and disciplined decision-making.

Guided by a culture of integrity, collaboration, intellectual curiosity, and continuous improvement, the organization is committed to building scalable processes, investing in exceptional people, and creating an environment where thoughtful professionals can make a meaningful impact.

This role offers the opportunity to work closely with executive leadership in a collaborative, highly confidential environment where trust, sound judgment, and initiative are highly valued.

WHAT YOU’LL BE DOING

The Controller serves as a key financial leader responsible for accounting, financial reporting, treasury management, and cash flow planning across a diverse portfolio of investment entities. Reporting to the organization’s senior finance executive, this individual will provide financial leadership while partnering closely with internal teams, key internal stakeholders, and external advisors to ensure operational excellence and long-term stewardship of organizational assets.

This is more than a traditional Controller position. The successful candidate will serve as a trusted advisor to senior leadership, helping strengthen financial operations, improve organizational processes with a focus on leveraging technology for efficiency, and support strategic decision-making across a diverse portfolio of entities. The Controller’s responsibilities include:

Accounting & Financial

• Oversee timely financial reporting and accounting activities across all entities utilizing the organization’s ERP platform
• Own the annual budgeting process and monthly close, including analysis and communication of budget variances
• Oversee outsourced accounting relationships and evaluate opportunities to further develop internal accounting capabilities
• Review quarterly and annual financial reporting across multiple legal entities and investment structures.
• Assist with the close process for select entities to support workload balancing across the team
• Partner with leadership to assess future accounting resource needs as the organization continues to evolve and scale
• Build and maintain strong relationships with outside CPA firms and strategic service providers
• Develop and maintain accounting and finance policies and procedures that support best-in-class operations

Tax Coordination

• Partner closely with internal tax leadership to ensure timely tax reporting, estimates, and compliance activities
• Own and review tax return for holding company entity

Treasury Management & Cash Flow Planning

• Review all treasury and cashiering activities, including intercompany transactions, investment transactions, and vendor payments
• Lead the weekly liquidity analysis process and provide insights to support cash management and lending decisions
• Oversee tracking and reconciliation of intercompany receivables, payables, and related notes
• Own the annual cash flow budgeting process across multiple entities and prepare quarterly actual-to-budget reporting for executive leadership
• Maintain strong banking relationships and ensure effective account management and governance practices

Risk Management & Internal Controls

• Partner with leadership to identify organizational risks and implement processes and controls to mitigate those risks
• Strengthen internal controls over financial reporting and treasury activities
• Promote transparency, accountability, and sound financial stewardship across the organization

Strategy & Operations

• Coach, develop, and mentor direct reports while supporting performance management and professional growth
• Partner with leadership to map workflows across the organization and identify opportunities for process improvements
• Evaluate automation and AI solutions to improve efficiency and scalability while aligning with organizational policies and standards
• Serve as a trusted thought partner to leadership on operational initiatives and long-term strategic priorities

IDEAL CANDIDATE QUALIFICATIONS AND EXPERIENCE

• Bachelor’s degree in accounting and CPA preferred
• 7+ years of progressive accounting and finance experience, including ownership of financial reporting, close processes, and treasury activities. Public accounting experience is preferred
• Experience supporting tax return preparation and review is a plus
• Proven track record leading, mentoring, and developing accounting professionals
• Experience with modern ERP systems, financial reporting platforms, and workflow automation tools

KEY PERSONAL ATTRIBUTES

• High integrity and discretion with commitment to confidentiality and stewardship
• Strategic thinker who can balance long-term planning with day-to-day execution
• Collaborative and relationship-oriented with exceptional communication skills
• Naturally curious and continuously seeking opportunities to improve processes and outcomes
• Highly organized and detail-oriented, with the ability to manage multiple priorities in a fast-paced environment
• Self-motivated and accountable, with a strong sense of ownership and initiative
• Analytical problem solver who can identify root causes and implement practical solutions
• Team-oriented leader who enjoys mentoring and developing others

THE PAYOFF

• Serve as a trusted financial partner within a sophisticated and highly collaborative organization
• Gain broad exposure across accounting, treasury, financial reporting, operational improvement, and strategic initiatives
• Play a meaningful role in strengthening processes, improving financial visibility, and supporting long-term organizational growth
• Join a values-driven organization where integrity, collaboration, and continuous improvement are foundational to success
• Enjoy a competitive compensation package, outstanding benefits, and a culture that values both professional excellence and personal well-being

OUR COMMITMENT TO CANDIDATES

Gilman Partners is committed to strengthening leadership teams and elevating talent in our communities—and that means all qualified applicants will receive consideration. You do not have to meet every qualification in this job description to apply. If you are drawn to the position and believe your experience makes you a good fit, we encourage you to apply.