Overview:
A growing and dynamic private equity firm based in Boca Raton, FL is seeking an accomplished Controller to lead its accounting and financial operations. This high-impact role is ideal for an experienced financial services or Third-Party Administrator (TPA) Controller who is ready to step into a more strategic, fast-paced investment environment. You will oversee all financial reporting, internal controls, compliance, budgeting, forecasting, and cash flow management while serving as a key financial partner to senior leadership.

Key Responsibilities:

• Lead all accounting operations, including monthly close, financial consolidations, investor reporting, and capital account activity.
• Ensure timely and accurate financial reporting in accordance with GAAP and all applicable regulatory and investor requirements.
• Develop and maintain strong internal controls, accounting policies, and procedures to support a rapidly growing investment platform.
• Manage budgeting, forecasting, and financial planning, partnering with leadership to model fund performance, operating budgets, and long-term financial projections.
• Oversee cash flow management, capital calls, distributions, liquidity planning, and treasury functions.
• Provide strategic financial guidance by delivering analysis, dashboards, and insights that support investment decisions, operational improvements, and firm-wide growth initiatives.
• Coordinate external audits, tax filings, and compliance with auditors, fund administrators, and tax advisors.
• Implement process enhancements and financial systems improvements to strengthen accuracy, scalability, and efficiency across the finance function.
• Collaborate with deal teams on transaction support, financial due diligence, and integration planning as needed.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field; CPA strongly preferred.
• 8-15 years of progressive accounting experience, with a strong background in financial services or Third-Party Administrator (TPA) environments.
• Experience with fund accounting, investor reporting, or private equity structures.
• Demonstrated leadership experience overseeing accounting teams and complex financial operations.
• Deep understanding of GAAP, internal controls, and financial reporting requirements.
• Strong analytical skills and the ability to translate financial data into actionable insights for executive leadership.
• Exceptional communication skills and a collaborative mindset.
• Experience with financial systems, reporting tools, and automation technologies.

Why This Opportunity Is Great:

• Move from a high-volume TPA environment into a strategic role with direct ownership of a private equity firm’s financial infrastructure.
• High visibility and influence with the executive team and investment professionals.
• Opportunity to shape financial strategy and build scalable processes for a growing firm.
• A dynamic, entrepreneurial environment where your expertise directly impacts firm performance and investor confidence.

Interested candidates may submit their resume to resume@southfloridarecruiters.com or contact us at (954) 582-4791 for more information.