Olive Asset Management · 10 hours ago
Finance Controller（Senior Director）
Palo Alto, CA
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expOlive Asset Management is a regulated FinTech organization seeking a Senior Director, Finance Controller to oversee all accounting operations and financial reporting. This role is responsible for ensuring financial accuracy, regulatory compliance, and audit readiness while supporting complex financial products.
AdviceAsset ManagementFinancial ServicesManagement Consulting
Hiring Manager
Seven Bian
Responsibilities
Own the monthly, quarterly, and annual close processes, ensuring accurate and timely financial statement reporting
Prepare and review financial statements in accordance with US GAAP and applicable FinTech standards
Oversee accounting for customer funds, safeguarded balances, FBO / custodial accounts, and partner bank structures
Prepare financial reporting packages for Board, investors, regulators, and banking partners
Lead accounting for all company business, ensure proper revenue recognition, oversee accounting for all transactions
Lead end-to-end accounting operations including GL, AP, AR, reconciliations, revenue, and close automation
Own accounting architecture and integration with core banking systems, payment processors, ledger platforms, and data warehouses
Drive implementation and optimization of ERP and sub-ledger systems (e.g., NetSuite, custom ledgers, payments middleware)
Design and maintain robust internal controls aligned with SOX, SOC 1 / SOC 2, and regulatory expectations
Serve as primary point of contact for external auditors, regulatory exams, and partner bank reviews
Ensure compliance with financial reporting requirements tied to partner banks, card networks, and payment schemes
Support compliance with BSA/AML, consumer protection, safeguarding, and regulatory reporting requirements in coordination with Compliance and Legal
Build and lead a high-performing accounting and financial control organization
Partner closely with Treasury, Risk, Compliance, Legal, Product, and Engineering
Provide accounting guidance on new product launches, pricing models, program structures, and market expansion
Support strategic initiatives including partner bank onboarding, regulatory approvals, M&A, and international expansion
Qualification
Required
Bachelor's degree in Accounting or Finance (Master's preferred)
CPA strongly preferred
8+ years of progressive accounting experience, with significant FinTech, banking, payment or financial services exposure
Deep expertise in US GAAP and FinTech accounting principles
Proven experience leading audits and regulatory-facing accounting functions
Proven ability to operate in a highly regulated environment
Executive-level communication with regulators, auditors, and banking partners
Hands-on leader with strong systems and process orientation
Company
Olive Asset Management
Olive Asset Management is a forward-thinking investment firm committed to deliver customized investment solutions .
201-500 employees
Funding
Current Stage
Growth StageRecent News
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