Controller
Battle Horse Financial, Birmingham, AL, United States
Position Summary
The Controller is responsible for overseeing all accounting, portfolio accounting, treasury management, and financial reporting activities for the equipment finance company. This role ensures the integrity of financial records across QuickBooks, Aspire, Bill.com, and bank platforms, maintains strong internal controls, and provides leadership over servicing-related accounting operations.
Key Responsibilities
Own monthly close process, reconciliation process, financial statements, and variance explanations.
Maintain accurate general ledger and portfolio accounting across QuickBooks and Aspire; ensuring all differences are researched and resolved timely.
Perform and oversee daily (preferred) or weekly reconciliations of operating, lease, and paying agent accounts.
Prepare and approve journal entries, accruals, deferrals, and syndication-related entries.
Oversee treasury management activities including cash monitoring, allocation, and controls.
Ensure accurate accounting for loans, leases, payoffs, restructures, write-offs, and syndicated participations.
Manage Bill.com AP, spend controls, budgets, approvals, and expense workflows.
Supervise and mentor the Finance/Accounting Specialist supporting mid to junior level finance, accounting, servicing and treasury management responsibilities.
Maintain strong internal controls over cash, servicing, journal entries, and approvals.
Serve as accounting liaison with banks, paying agents, capital partners, and external advisors as needed.
Identify process improvements and document procedures to support scalability and audit readiness.
Leadership Responsibilities
Provide daily guidance and oversight to Finance/Accounting Support Staff.
Establish clear priorities, performance expectations, and accountability.
Foster strong cross-functional collaboration with operations, sales, and portfolio management.
Systems & Tools
QuickBooks
— General ledger and financial reporting
Aspire
— Loan and lease portfolio accounting and servicing; Accounts payable, spend management, and budgeting
Microsoft Office Suite
— Paying agent servicing accounts
Monday.com
— Workflow and task management
SharePoint
— Document management and internal controls
Qualifications
Bachelor's degree in Accounting or Finance required; CPA preferred
Strong understanding of loan and lease accounting, cash management, and reconciliations
7+ years of progressive accounting experience, preferably in equipment finance, lending, or asset-based finance
High attention to detail, strong organizational skills, and ability to manage multiple priorities
Success Metrics
Timely and accurate month-end close
Reliable treasury reporting and cash controls
Effective leadership of servicing support
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The Controller is responsible for overseeing all accounting, portfolio accounting, treasury management, and financial reporting activities for the equipment finance company. This role ensures the integrity of financial records across QuickBooks, Aspire, Bill.com, and bank platforms, maintains strong internal controls, and provides leadership over servicing-related accounting operations.
Key Responsibilities
Own monthly close process, reconciliation process, financial statements, and variance explanations.
Maintain accurate general ledger and portfolio accounting across QuickBooks and Aspire; ensuring all differences are researched and resolved timely.
Perform and oversee daily (preferred) or weekly reconciliations of operating, lease, and paying agent accounts.
Prepare and approve journal entries, accruals, deferrals, and syndication-related entries.
Oversee treasury management activities including cash monitoring, allocation, and controls.
Ensure accurate accounting for loans, leases, payoffs, restructures, write-offs, and syndicated participations.
Manage Bill.com AP, spend controls, budgets, approvals, and expense workflows.
Supervise and mentor the Finance/Accounting Specialist supporting mid to junior level finance, accounting, servicing and treasury management responsibilities.
Maintain strong internal controls over cash, servicing, journal entries, and approvals.
Serve as accounting liaison with banks, paying agents, capital partners, and external advisors as needed.
Identify process improvements and document procedures to support scalability and audit readiness.
Leadership Responsibilities
Provide daily guidance and oversight to Finance/Accounting Support Staff.
Establish clear priorities, performance expectations, and accountability.
Foster strong cross-functional collaboration with operations, sales, and portfolio management.
Systems & Tools
QuickBooks
— General ledger and financial reporting
Aspire
— Loan and lease portfolio accounting and servicing; Accounts payable, spend management, and budgeting
Microsoft Office Suite
— Paying agent servicing accounts
Monday.com
— Workflow and task management
SharePoint
— Document management and internal controls
Qualifications
Bachelor's degree in Accounting or Finance required; CPA preferred
Strong understanding of loan and lease accounting, cash management, and reconciliations
7+ years of progressive accounting experience, preferably in equipment finance, lending, or asset-based finance
High attention to detail, strong organizational skills, and ability to manage multiple priorities
Success Metrics
Timely and accurate month-end close
Reliable treasury reporting and cash controls
Effective leadership of servicing support
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