Controller

Overview

A well-established primary market research and analytics firm serving pharmaceutical and consumer brands is seeking a Controller to join their team. This full-time role reports directly to the Chief Executive Officer and offers the flexibility of remote or hybrid work based in Great Neck, NY. The Controller will lead the finance function, combining financial planning and analysis (FP&A) with strong accounting expertise to support the company’s growth and operational excellence.

Responsibilities

Financial Reporting & Accounting

• Manage the monthly and annual close processes, ensuring timely and accurate GAAP financial statements
• Oversee accounting operations including accounts payable/receivable, payroll, reconciliations, accruals, and fixed assets in collaboration with the company’s bookkeeper
• Maintain audit-ready financial records
• Develop foundational financial processes and implement best practices to support scalable business growth

FP&A & Strategic Partnership

• Collaborate closely with the CEO to provide financial analysis, insights, and recommendations that inform business strategy
• Build and manage the annual operating budget and forecasting models
• Develop key performance indicator (KPI) tracking to drive performance management
• Conduct ad hoc and in-depth financial analyses to identify performance drivers, evaluate trends, and assess operational or market impacts
• Create dashboards and management reports to enhance visibility into operations and profitability

Investor & Board Engagement

• Present clear financial insights and actionable recommendations to the CEO and private equity partners to support strategic and investment decisions
• Lead monthly financial review meetings with the CEO and private equity partners
• Prepare materials and deliver financial presentations for Board of Directors meetings

Audit, Tax & Compliance

• Act as the primary liaison with auditors during the annual audit process
• Coordinate with external tax advisors to ensure compliance with tax and regulatory requirements
• Manage financial covenant reporting and compliance with lenders and other stakeholders

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field; CPA preferred
• Minimum of 8 years of finance experience, including at least 3 years in a leadership or Controller role
• Experience in private equity-backed, high-growth, or entrepreneurial environments preferred
• Proven track record managing monthly close and delivering accurate GAAP financial statements
• Hands-on experience with audits, budgeting, forecasting, and financial modeling
• Strong knowledge of US GAAP and internal controls
• Excellent communication and presentation skills with the ability to engage directly with executives and investors
• Ability to balance detailed accounting work with strategic thinking and to work effectively in a lean team environment

Compensation & Benefits

Details regarding compensation and benefits will be provided during the interview process.

Location

Remote or hybrid work option available, with the hybrid location based in Great Neck, NY.