Controller

About Us:

Company Information:

Equify Financial is a privately-owned, independent specialty finance company based in Fort Worth, Texas. We tailor and personalize our services for each client to build a strong relationship and a strong future for their business. We are an independent, collateral-based lender that can service customers at every financial stage of their business. With over 180 years of combined experience in the equipment finance industry, we can provide an extensive amount of knowledge and an in-depth understanding of our customers’ financial circumstances. We help our clients identify areas of growth and find creative solutions that bring more capital to their businesses. 

LinkedIn: https://www.linkedin.com/company/equifyfinancialllc/ 

Website: www.equifyfinancial.com 

Position Summary: 

We are seeking a proactive and experienced Corporate Controller to join our team at our headquarters in Fort Worth, Texas. Reporting directly to the CFO, the Corporate Controller will play a pivotal role in managing the accounting function and ensuring financial accuracy and compliance. This role involves close collaboration with the executive team, auditors, and various departments to uphold the highest standards of financial reporting and integrity. This is a growth-oriented position with opportunities for advancement as the company continues to expand through both organic growth and acquisitions. 
 
Key Roles / Responsibilities: 

• Lead the month-end closing process, including the preparation of financial statements and detailed financial analysis in compliance with GAAP.
• Supervise and mentor the accounting team, ensuring accurate and timely completion of all departmental tasks and reports.
• Develop, implement, and maintain a comprehensive system of accounting policies, procedures, and internal controls to mitigate financial risk and ensure the accounting department operates under a model of continuous audit readiness.
• Proactively manage the planning and execution of the annual financial audit, addressing any issues or recommendations from auditors.  
• Collaborate with the CFO to create and manage the annual budget and financial forecasts.
• Manage and monitor debt covenant compliance and reporting requirements.
• Maintain and update the weekly cash flow forecast model to ensure liquidity and financial stability.
• Produce ad hoc financial reports and analyses to support strategic business decisions.
• Standardize and review balance sheet reconciliations to ensure accuracy and completeness.
• Ensure adherence to local, state, and federal regulatory requirements and reporting standards.
• Perform additional duties and responsibilities as required or assigned to support company objectives. 

Required Education, Experience, and Qualifications: 

• 5+ years of accounting experience at the Controllership level in the commercial equipment finance industry.
• Bachelor’s degree in Accounting or Finance; CPA certification preferred.
• Master’s degree in Accounting or related field is a plus.
• Proven experience in leading annual financial audits and managing complex accounting functions.
• Experience with commercial equipment lending software is highly desirable.
• Strong communication skills with the ability to present complex financial information clearly and respond effectively to senior management, auditors, and other stakeholders.
• Demonstrated ability to manage multiple projects and priorities simultaneously in a fast-paced environment.
• Problem-solving skills with the capacity to address issues and manage variables in non-standard situations.
• Proficiency in Microsoft Excel and working knowledge of other Microsoft Office applications. 

Working Conditions:  

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.
• Positions self to install equipment, including under desks.
• Moves throughout the building to access files.
• Must be able to comprehend and follow written and oral instructions.  
• Must be able to complete tasks even with frequent interruptions.  
• Must be able to use discretion and independent judgment as needed.  
• Must be able to speak clearly on the phone and to fellow workers. 

Benefits:  

• Competitive Compensation Package
• Medical + Dental + Vision Coverage
• 401K + Company Match
• Life Insurance + Long Term Disability Coverage – 100% Company Paid
• Health Savings Account (HSA)
• Gym Reimbursement Program
• Tuition Reimbursement Program
• Wellness Check Program – Insurance Premium Discounts
• EAP Resources 
• Paid Holidays
• Paid Time Off (PTO) 

This job description should not be interpreted as an exhaustive list of responsibilities or as an employment agreement between the employer and employee. The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification and is subject to change as the needs of the employer and requirements of the job change.  Any essential functions of this position will be evaluated as necessary should an employee/applicant be unable to perform the functions or requirements due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the employee/applicant when possible.