Controller - Fintech Job at Beacon Talent, Menlo Park, CA

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  • Beacon Talent
  • Menlo Park, CA

Job Description

Job Description

Job Description

About the Client

Our client is a pioneering fintech infrastructure company reimagining how the mortgage industry operates. By replacing legacy systems with cutting-edge, software-driven processes, they aim to bring transparency, automation, and scalability to a historically manual and fragmented space. Backed by notable investors and industry leaders, this team is developing a transformative solution to modernize financial workflows at the core of the economy.

About the Role

Our client is looking for a Controller to lead financial operations and bring strategic insight and accountability to the organization. As the company expands its technology platform and capital footprint, this role will be crucial in evolving and maintaining financial systems, controls, and reporting processes that align with regulatory requirements and business goals.

This is a high-impact leadership role suited for someone who blends technical accounting proficiency with a strong understanding of the mortgage or financial services landscape. The ideal candidate is capable of building financial infrastructure from the ground up while serving as a strategic partner to company leadership.

Responsibilities

  • Oversee all aspects of accounting operations including GL, AR/AP, month-end close, and GAAP-compliant financial statements

  • Design and implement internal controls and accounting policies aligned with mortgage regulation

  • Manage accounting for mortgage loan pipelines, warehouse lines, and loan sales

  • Partner cross-functionally with Capital Markets, Legal, Operations, and other teams to support product launches and reporting

  • Lead budgeting, forecasting, and financial analysis across departments

  • Manage audits, tax compliance, and relationships with external auditors

  • Build scalable, automated financial systems and evaluate ERP and analytics tools

  • Prepare board-level financial presentations and investor materials

Requirements

  • 7–12 years of progressive accounting/finance experience in fintech, mortgage, or financial services

  • In-depth knowledge of GAAP and mortgage accounting (loan origination, servicing, securitization)

  • Experience with accounting platforms and financial tools (ERP, dashboards, analytics)

  • Strong Excel and data analysis proficiency (e.g., PowerBI, Looker)

  • Proven track record in leading month-end close, audits, compliance, and reporting

  • Demonstrated ability to scale operations in high-growth settings

  • Experience mentoring finance/accounting team members

  • Clear communicator with cross-functional collaboration skills

  • Highly detail-oriented, organized, and adaptable in fast-paced environments

  • CPA preferred but not required

Benefits & Why Join

  • Join a mission-driven team tackling foundational challenges in financial infrastructure

  • Influence the strategic financial direction of a high-growth tech company

  • Build systems and processes that will scale with the business

  • Collaborate with experienced professionals from top fintech firms

  • Competitive compensation, equity, and opportunities for career advancement

If you're a finance leader ready to build from the ground up in a fast-paced, technical environment, this role offers the opportunity to shape the financial backbone of a transformative fintech startup.

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