Financial Controller

Title

: Controller reporting directly to the Managing Partner

Location

: Remote

Background

This Financial Controller role offers the opportunity to work with a fast-growing financial services platform providing strategic and operational advisory services to venture-backed technology companies. Formation Financial partners with high-growth businesses across SaaS, fintech, healthcare, and related technology sectors, supporting them as they scale their finance and accounting functions.

Role Description

We are seeking a Controller who is comfortable owning accounting operations for multiple sophisticated clients and serving as the primary accounting lead on client engagements. This role requires a hands-on operator who can run core accounting processes while also helping clients implement scalable systems, controls, and reporting as they grow. We offer exposure to a diverse set of technology companies, competitive compensation, and flexibility around work arrangements.

This role is a good fit if you enjoy owning the accounting function end to end, are comfortable balancing hands-on execution with continuous process improvement, and thrive in a fast-paced, client-facing environment where managing multiple priorities is the norm.

Responsibilities

• Own day-to-day accounting operations for a portfolio of client companies
• Prepare and review GAAP-compliant financial statements and supporting schedules
• Lead account reconciliations, accruals, and close-related analysis
• Design, implement, and maintain scalable accounting processes and internal controls
• Oversee payroll operations and coordinate benefits and equity-related accounting with providers
• Evaluate, implement, and optimize accounting systems and workflows in collaboration with clients
• Support audit readiness and serve as the primary accounting point of contact for external auditors, investor reviews, and other external diligence as applicable
• Act as a trusted accounting...