Hybrid Controller

at Lieberman, Inc.

• Job title: Controller
• Job type: Full Time
• Experience level: Senior, Lead
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Great Neck, United States

About the role

• Controller at Lieberman, Inc. managing financial reporting and analysis for market research and analytics. Overseeing all accounting operations and supporting strategic decision-making with financial insights.

Responsibilities

• Own monthly and annual close processes, delivering timely and accurate GAAP financial statements
• Oversee accounting operations (AP/AR, payroll, reconciliations, accruals, fixed assets) in partnership with the company’s bookkeeper
• Maintain audit-ready financial records
• Build foundational financial processes and implement best practices to position the business for scalable growth
• Partner directly with CEO to provide financial analysis, insights and recommendations that guide business strategy
• Build and manage the annual operating budget and forecast models
• Develop KPI tracking to drive performance management
• Conduct ad hoc and deep-dive financial analyses to isolate key performance drivers, evaluate business trends and assess the impact of operational or market changes
• Develop dashboards and management reports to improve visibility into operations and profitability
• Synthesize analyses into clear insights and actionable recommendations, presenting directly to the CEO and Lead Capital Partners to inform strategic and investment decisions
• Lead monthly financial review discussions with the CEO and Lead Capital Partners
• Support board meeting preparation and deliver clear, actionable financial presentations to Board of Directors
• Serve as primary point of contact with auditors as part of annual audit process
• Coordinate with external tax advisors to ensure compliance with all tax and regulatory requirements
• Lead financial covenant reporting and compliance with lenders and other stakeholders

Requirements

• Bachelor’s degree in Accounting, Finance or related field; CPA preferred
• 8+ years of finance experience, including at least 3 years in a leadership or Controller role
• Prior experience in a PE-backed, high-growth or entrepreneurial environment preferred
• Proven ability to manage the monthly close and deliver accurate GAAP financials
• Hands-on experience with audits, budgeting, forecasting and financial modeling
• Strong understanding of US GAAP and internal controls
• Excellent communication and presentation skills; ability to engage directly with executives and investors
• A balance of detail orientation and strategic thinking, with the ability to “roll up sleeves” in a lean team environment.