Job Description Summary

This Finance Controllership role plays a key part in maintaining financial integrity, strengthening reporting governance, and supporting efficient business operations across a complex investment environment. The role requires a leader with a strong controllership foundation, strategic mindset and ability to translate financial rigor into scalable business enabling processes.

Success in this position requires more than delivering accurate financial reporting—it calls for a forward-looking leader who can simplify complexity, lead process and operating model improvements, and elevate controllership capabilities across the organization. The individual will serve as a trusted partner to finance and business leadership, balancing operational excellence, compliance, and continuous improvement while helping shape a more agile, disciplined, and insight-driven finance function.

Job Description

Roles and Responsibilities

Strategic Controllership and Portfolio Oversight

• Provide leadership and oversight for accounting and controllership activities across an investment portfolio that includes loans, leases, venture capital, and equity method investments, ensuring accurate recognition, measurement, reporting, and compliance with applicable accounting standards.
• Drive consistency, transparency, and governance across the portfolio, strengthening financial stewardship and enabling informed decision-making.
• Lead reporting and management insight related to assets under management and assets managed on behalf of other businesses within the segment, ensuring clear visibility into performance, risks, and financial implications.

Close Leadership and Financial Reporting Excellence

• Lead monthly and quarterly close processes for key business areas, ensuring timely, accurate, and complete financial reporting across journal entries, accruals, reconciliations, and reporting deliverables.
• Continuously improve close processes by identifying opportunities to simplify, standardize, and enhance efficiency while maintaining strong financial controls.
• Partner with stakeholders across finance and operations to resolve issues, remove bottlenecks, and improve the quality and speed of financial information.

Cash Flow Leadership and Performance Insight

• Lead the preparation, review, and analysis of cash flow reporting, ensuring accurate classification, reconciliation, and reporting of operating, investing, and financing activities.
• Present cash flow results and key insights to management, translating technical reporting into actionable business understanding.
• Identify opportunities to strengthen cash flow visibility, forecasting support, and reporting discipline through improved processes and governance.

Balance Sheet Integrity and Control Environment

• Oversee quarterly account reconciliations and related governance to ensure balance sheet integrity, timely issue resolution, and a strong controls environment.
• Strengthen controllership discipline by driving accountability, standardization, and transparency across reconciliation and review processes.
• Partner with internal and external audit teams, as needed, to support audit readiness and reinforce confidence in financial reporting and control execution.

Transformation, Process Improvement, and Capability Building

• Lead and influence special projects aimed at redesigning, improving, or implementing financial and operational processes to enhance scalability, efficiency, control, and reporting quality.
• Act as a transformation-minded leader who identifies opportunities to modernize workflows, reduce complexity, and improve the effectiveness of the controllership operating model.
• Champion a culture of continuous improvement, operational excellence, and disciplined execution across the team and stakeholder network.
• Help build organizational capability by sharing best practices, strengthening financial process ownership, and elevating controllership standards.

Statutory Reporting and Governance Leadership

• Lead governance related to local statutory reporting obligations, ensuring compliance with legal, regulatory, and corporate requirements across relevant legal entities and jurisdictions.
• Proactively assess reporting risks, emerging requirements, and process gaps, implementing solutions that improve compliance and governance outcomes.
• Serve as a key point of coordination across finance, legal entity, and regional stakeholders to ensure statutory reporting obligations are met with rigor and consistency.