Foundation Specialty Finance · 10 hours ago
Controller
Dallas, TX
Full-time
Onsite
Senior Level
7+ years expFoundation Specialty Finance is a tech-enabled specialty finance company transforming how real estate capital is deployed, managed, and resolved. The Controller is responsible for leading and managing all accounting and financial operations, overseeing financial reporting, treasury management, budgeting, and ensuring compliance with accounting standards.
LendingFinanceVenture CapitalCommercial Lending
Responsibilities
Prepare and oversee monthly, quarterly, and annual financial statements, including balance sheets, income statements, and cash flow reports
Ensure timely, accurate, and GAAP-compliant financial reporting
Manage month-end and year-end close processes
Develop management reporting packages and dashboards for executive leadership
Oversee daily cash management, bank reconciliations, and liquidity planning
Manage disbursements, wire activity, and funding processes related to loan transactions
Monitor debt obligations, credit facilities, and investor remittance schedules
Forecast cash needs to support lending operations and corporate expenses
Assist with the annual budgeting process and ongoing financial forecasting
Partner with leadership to analyze financial performance versus budget
Provide variance analysis and strategic recommendations to improve profitability and efficiency
Ensure compliance with financial regulations, tax requirements, and accounting standards
Coordinate with external auditors, tax advisors, and compliance partners
Oversee preparation of annual audits, tax returns, and regulatory filings
Maintain proper documentation and financial controls for investor and lender reporting
Oversee accounting related to loan originations, servicing advances, interest income, and capital transactions
Ensure proper accounting for real estate-specific activities, including acquisitions, dispositions, and capital improvements
Manage investor reporting and reconciliation processes
Develop, implement, and maintain strong internal controls to safeguard company assets
Identify opportunities to improve accounting workflows and financial systems
Establish policies and procedures to enhance accuracy, efficiency, and transparency
Manage accounting systems, ERP platforms, and financial software integrations
Lead and develop the accounting team, including training, performance management, and process standardization
Collaborate cross-functionally with operations, capital markets, and executive leadership
Qualification
Required
7+ years of progressive accounting experience, including at least 3 years in a Controller or senior accounting leadership role
Strong knowledge of GAAP accounting principles and financial reporting standards
Experience with treasury management, budgeting, and financial analysis
Demonstrated expertise in internal controls and audit processes
Proven ability to manage complex, high-volume financial operations
Strong analytical, problem-solving, and critical-thinking skills
Ability to thrive in a fast-paced, entrepreneurial environment
Bachelor's degree in Accounting, Finance, Business, or related field (required)
Certified Public Accountant (CPA) (required)
Advanced proficiency in Microsoft Excel (financial modeling, reporting, and analysis)
Experience with ERP/accounting platforms (e.g., Sage, NetSuite, SAP, Oracle, QuickBooks Enterprise)
Familiarity with loan servicing systems, general ledger platforms, and financial reporting tools
Ability to design reports, dashboards, and automated workflows
Preferred
Prior experience in mortgage lending, specialty finance, real estate investment, or loan servicing
Familiarity with private credit, warehouse lending, or securitization accounting
Experience working with institutional investors, private lenders, or asset management firms
Background in multi-entity accounting structures
MBA or CMA certification a plus
Benefits
Comprehensive health, dental, and vision benefits.
401(k) Retirement plan.
Professional development and career advancement opportunities.
Company
Foundation Specialty Finance
Foundation Specialty Finance, LLC (“Foundation”) is a tech-enabled specialty finance company that has developed the commercial real estate industry's first fully integrated Special Servicing, Loan Origination, and Digital Marketplace.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Chris Crovatto
Advisor | Founder
Company data provided by crunchbase