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Controller

$90k - $120k

Pinnacle Group

Position: Controller
Location: Midtown Manhattan, New York
Duration: Permanent/ FTE
Pay range: $90,000-$120,000 + bonus eligibility

Must have: Full-cycle bookkeeping, Cash Management, AP/Invoices, Funding, Collections / repayments/Payments

Job Overview:
We are seeking a hands-on Controller to oversee daily accounting and financial operations, including collections, accounts payable, bank transfers, deal funding, bookkeeping, investor payments, and regulatory filings. This upgraded role is ideal for an experienced bookkeeper or accounts payable professional ready to take on broader responsibilities.

Responsibilities:
  • Manage daily accounting and financial operations, including collections and accounts payable.
  • Oversee bank transfers, deal funding, and investor payments.
  • Maintain accurate bookkeeping and financial records.
  • Handle regulatory filings and ensure compliance with relevant standards.
  • Collaborate with internal teams to manage high-volume workloads effectively.
Qualifications:
  • 2+ years of experience in accounting, bookkeeping, accounts payable, or financial operations.
  • Strong full-cycle bookkeeping and cash-management skills.
  • Proficiency in managing invoices, repayments, bank transfers, reconciliations, and financial records.
  • Advanced skills in Excel or Google Sheets, including formulas and report creation.
  • Excellent communication, organizational, and problem-solving skills.
  • Ability to work onsite five days per week and manage a high-volume workload.

Preferred Experience:
  • Familiarity with Salesforce and business banking platforms.
  • Experience in specialty finance, private lending, or fund administration.
  • Knowledge of NMLS, DFPI, state licensing, or regulatory filings.
  • Bachelor's degree in Accounting, Finance, or a related field.

Interview Process:
  • Two virtual interviews with key team members, including the Chief Risk Officer.
  • Final two-hour onsite panel and assessment.
  • Two professional references required at the offer stage.

Benefits:
  • Medical, dental, and vision insurance.
  • 401(k) with company match.
  • FSA and HSA options.
  • Life insurance and commuter benefits.
  • 15 PTO days, 5 personal days, and 5 paid sick days.
  • Federal holidays and 2 floating holidays.
  • Professional development support.

About PTR Global: PTR Global is a leading provider of information technology and workforce solutions. PTR Global has become one of the largest providers in its industry, with over 5000 professionals providing services across the U.S. and Canada. For more information visit

At PTR Global, we understand the importance of your privacy and security. We NEVER ASK job applicants to:
  • Pay any fee to be considered for, submitted to, or selected for any opportunity.
  • Purchase any product, service, or gift cards from us or for us as part of an application, interview, or selection process.
  • Provide sensitive financial information such as credit card numbers or banking information. Successfully placed or hired candidates would only be asked for banking details after accepting an offer from us during our official onboarding processes as part of payroll setup.

Pay Range: $90,000-$120,000 + bonus eligibility

The specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits, including medical, dental, vision, and 401K contributions, as well as PTO, sick leave, and other benefits mandated by applicable state or localities where you reside or work.

If you receive a suspicious message, email, or phone call claiming to be from PTR Global do not respond or click on any links. Instead, contact us directly at View phone number on click.appcast.io. To report any concerns, please email us at View email address on click.appcast.io

During the hiring process, we may use artificial intelligence (AI) tools to assist in evaluating information related to your application. These tools may help analyze job-related qualifications or assist recruiters in reviewing applications and interview responses. AI-generated information is one factor considered in our hiring process. Final employment decisions are made by qualified hiring personnel and are not based solely on AI-generated recommendations.

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