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Controller

Company:
The Kostelic Agency
Location:
Phoenix, AZ
Pay:
$170,000 - $200,000
Posted:
April 30, 2025
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Description:

Role: Controller

Location: Phoenix, AZ (on-site)

Salary: $170,000 - $200,000 base, DOE + bonus + equity.

Total compensation $250K-$300K all-in, DOE.

Senior Controller Opportunity

Join a publicly-traded titan in Phoenix that’s powering the future of growth-stage companies with tailored financial solutions. With a portfolio surpassing $1.7 billion and record-breaking investments fueling high-growth sectors like tech, life sciences, and climate innovation, this firm is on a steep upward trajectory. Renowned for attracting top talent and delivering consistent returns—evidenced by 20 straight quarters of stable or growing dividends—they’re seeking a finance trailblazer to shape their next era of success. Ready to lead at the forefront of alternative asset management?

What You’ll Do:

Drive process improvements, from streamlining workflows to implementing new financial systems, with a focus on efficiency and data integration (e.g., reducing manual processes for loan systems and capital allocation).

Oversee treasury, liquidity, and investment allocation, ensuring alignment with the firm’s strategic policies.

Strengthen SOX compliance and internal controls for a public company, collaborating with the CFO on board and audit committee materials.

Partner with cross-functional teams—finance, legal, portfolio managers, and business originators—to support deal funding and business growth.

Mentor a growing finance team (with ~2 direct reports initially) while staying hands-on to build scalable processes.

Who You Are:

~10 years of experience, ideally within private credit & a public accounting audit foundation.

CPA not required but a plus.

Strategic thinker who’s polished yet willing to dive into the weeds, with a knack for building processes and driving efficiencies.

Comfortable in a collaborative, results-driven culture that values integrity, humility, and transparency.

Financial services background preferred, with an understanding of treasury, capital allocation, and SOX compliance.

Why Join?

High-visibility role reporting to the CFO, with exposure to the executive team and board—perfect for a proactive leader looking to make a strategic impact.

Competitive benefits: 100% HSA coverage, 4% 401k match, flexible PTO, and a culture that supports work-life balance (flexible for personal needs, not banking hours).

Hybrid flexibility: In-office, with remote work in June/July (finance team returns late July for reporting).

Join a fast-growing firm (~100 employees) expanding its middle/back office, offering significant professional growth in an entrepreneurial environment.

Interested applicants can apply directly to this posting, or email us to arrange a confidential conversation:

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