Global Controller
Chartered Alternative Investment Analyst As, Amherst, MA, United States
Head of global financial operations including treasury and controls
Title:
Global Controller
Classification : Exempt
Position Type : Full-Time
Reports to : Chief Operating Officer (COO); Strong partnership with CEO; Regular exposure to Audit & Risk Committee
Department : Finance
Location:
Hybrid role within reasonable commute (~100 miles) to CAIA head office in Amherst, MA; Periodic travel to key offices and markets may be required
Work Authorization:
Candidates must be legally authorized to work in the United States
Role Summary
CAIA advances its Vision 2035 strategy, requiring a Global Controller who can operate a lean, disciplined, and internationally credible finance function that both protects the institution and enables risk‑aware growth.
The Global Controller will lead global accounting, financial control, intercompany compliance, cash and treasury operations, and finance process design. In the near term, the Controller will also partner closely with the COO on budgeting, forecasting, and planning until a dedicated FP&A capability is established.
This role requires strong technical judgment, global operating experience, and the ability to collaborate constructively with business leaders—helping them solve problems within CAIA’s legal, tax, and governance framework.
Key Outcomes (What Success Looks Like)
Finance viewed as a
trusted partner
that enables solutions within constraints
A
scalable finance operating model
that supports Vision 2035 without linear headcount growth
Clear, consistently enforced
financial guardrails
understood by senior leaders
Strong
liquidity management
and cash visibility supporting global operations
Predictable, high‑confidence
close and reporting
across all entities
Effective management of
tax and reporting compliance
requirements
Core Responsibilities
Global Accounting, Close & Reporting
Own the monthly/quarterly/year‑end close across all entities; establish close calendar, checklist discipline, and quality controls
Deliver consolidated financial and management reporting (entity and regional/product views)
Ensure consistent accounting policies, documentation, and reconciliations
Maintain a clean chart of accounts and reporting structure aligned to strategic needs
Cash and Treasury Operations
Own global cash management, liquidity planning, and visibility across entitiesMonitor cash balances, timing of intercompany settlements, and funding needs
Ensure appropriate controls over banking relationships, signatories, and payments
Support and implement decisions on working capital, reserves, and approved investment strategy, in partnership with the COO, CEO, and Board.
Partner with COO and CEO on cash implications of strategic initiatives and regional expansion
Internal Controls, Governance & Compliance
Design and enforce financial controls appropriate for a lean global organization
Maintain Delegation of Authority (DoA) and approval workflows; ensure adherence across regions
Own revenue recognition discipline and seller-of-record controls in partnership with Legal/Operations
Lead audit planning, coordination, and remediation; maintain continuous audit readiness
Oversee all tax and payroll compliance coordination and support transfer pricing documentation and intercompany policies
Intercompany / Cost-Plus Model Discipline
Operate and document intercompany service arrangements (cost allocations, recharges, evidence trails)
Establish repeatable processes for cost allocations and regional expense treatment
Educate regional leaders on allowable vs restricted activities and escalation pathways
Ensure behavior matches agreements—recognizing that auditors/tax authorities test actions
Budgeting, Forecasting, and FP&A Partnership (Interim)
In the first 12–18 months, the Controller will co‑own planning and analysis with the COO; longer‑term, day‑to‑day FP&A execution will transition to a dedicated role reporting to the Controller with a dotted‑line to the COO
Establish foundational annual financial planning / budgeting processes and monthly performance reporting that can scale
Support the COO in preparation of senior leadership and board materials
Finance Operations & Systems (Lean, Scalable Design)
Partner with IT to optimize finance technology capabilities, integrations, and controls. (Currently Sage Intacct, Fonteva NetForum, and Emburse)
Select and implement a budgeting/forecasting tool appropriate for CAIA's size and complexity
Reduce manual work through workflow redesign, automation, and improved master data discipline
Leadership Partnership
Serve as finance authority who can work with regional staff and senior leadership to solve business challenges within operating constraints.
This role requires the judgment to say ‘no’ when necessary, and the creativity to find compliant, practical solutions when objectives and constraints are in tension.
Partner with the COO on strategic finance and operating‑model evolution by providing clean facts, scenarios, and constraints
Team & Management Scope
Leads and develops a lean finance team currently composed of three.
Responsible for role redesign and overall capability development
Required Experience & Qualifications
10+ years in controllership or global finance operations roles
CPA or equivalent strongly preferred, experience with IFRS a plus
Demonstrated multi‑entity, international finance experience (US + EMEA/APAC preferred)
Strong grounding in intercompany accounting, audit readiness, and control frameworks
Experience managing cash and liquidity in a global context
Track record of developing and operating lean teams and modernizing finance processes
Experience presenting to Senior Leadership, Audit, Risk, or Finance Committees preferred
Nonprofit / association experience helpful but not required
Critical Competencies (Non‑Negotiable)
Control backbone:
Within a risk‑aware service mindset, able to determine solutions while also maintaining compliance requirements
Operational design mindset:
eliminates or automates manual workflows whenever possible rather than staffing around it
Exceptional executive communication:
can translate accounting complexity into governance clarity and clear business requirements to support operations
Capable people leader:
Able to hire, develop, motivate, and support a lean accounting team with global responsibilities.
Global cultural fluency:
firm while demonstrating cultural sensitivity
Pragmatic technologist:
improves systems to enable discipline and drive efficiency
CAIA is an equal opportunity employer.
#J-18808-Ljbffr
Title:
Global Controller
Classification : Exempt
Position Type : Full-Time
Reports to : Chief Operating Officer (COO); Strong partnership with CEO; Regular exposure to Audit & Risk Committee
Department : Finance
Location:
Hybrid role within reasonable commute (~100 miles) to CAIA head office in Amherst, MA; Periodic travel to key offices and markets may be required
Work Authorization:
Candidates must be legally authorized to work in the United States
Role Summary
CAIA advances its Vision 2035 strategy, requiring a Global Controller who can operate a lean, disciplined, and internationally credible finance function that both protects the institution and enables risk‑aware growth.
The Global Controller will lead global accounting, financial control, intercompany compliance, cash and treasury operations, and finance process design. In the near term, the Controller will also partner closely with the COO on budgeting, forecasting, and planning until a dedicated FP&A capability is established.
This role requires strong technical judgment, global operating experience, and the ability to collaborate constructively with business leaders—helping them solve problems within CAIA’s legal, tax, and governance framework.
Key Outcomes (What Success Looks Like)
Finance viewed as a
trusted partner
that enables solutions within constraints
A
scalable finance operating model
that supports Vision 2035 without linear headcount growth
Clear, consistently enforced
financial guardrails
understood by senior leaders
Strong
liquidity management
and cash visibility supporting global operations
Predictable, high‑confidence
close and reporting
across all entities
Effective management of
tax and reporting compliance
requirements
Core Responsibilities
Global Accounting, Close & Reporting
Own the monthly/quarterly/year‑end close across all entities; establish close calendar, checklist discipline, and quality controls
Deliver consolidated financial and management reporting (entity and regional/product views)
Ensure consistent accounting policies, documentation, and reconciliations
Maintain a clean chart of accounts and reporting structure aligned to strategic needs
Cash and Treasury Operations
Own global cash management, liquidity planning, and visibility across entitiesMonitor cash balances, timing of intercompany settlements, and funding needs
Ensure appropriate controls over banking relationships, signatories, and payments
Support and implement decisions on working capital, reserves, and approved investment strategy, in partnership with the COO, CEO, and Board.
Partner with COO and CEO on cash implications of strategic initiatives and regional expansion
Internal Controls, Governance & Compliance
Design and enforce financial controls appropriate for a lean global organization
Maintain Delegation of Authority (DoA) and approval workflows; ensure adherence across regions
Own revenue recognition discipline and seller-of-record controls in partnership with Legal/Operations
Lead audit planning, coordination, and remediation; maintain continuous audit readiness
Oversee all tax and payroll compliance coordination and support transfer pricing documentation and intercompany policies
Intercompany / Cost-Plus Model Discipline
Operate and document intercompany service arrangements (cost allocations, recharges, evidence trails)
Establish repeatable processes for cost allocations and regional expense treatment
Educate regional leaders on allowable vs restricted activities and escalation pathways
Ensure behavior matches agreements—recognizing that auditors/tax authorities test actions
Budgeting, Forecasting, and FP&A Partnership (Interim)
In the first 12–18 months, the Controller will co‑own planning and analysis with the COO; longer‑term, day‑to‑day FP&A execution will transition to a dedicated role reporting to the Controller with a dotted‑line to the COO
Establish foundational annual financial planning / budgeting processes and monthly performance reporting that can scale
Support the COO in preparation of senior leadership and board materials
Finance Operations & Systems (Lean, Scalable Design)
Partner with IT to optimize finance technology capabilities, integrations, and controls. (Currently Sage Intacct, Fonteva NetForum, and Emburse)
Select and implement a budgeting/forecasting tool appropriate for CAIA's size and complexity
Reduce manual work through workflow redesign, automation, and improved master data discipline
Leadership Partnership
Serve as finance authority who can work with regional staff and senior leadership to solve business challenges within operating constraints.
This role requires the judgment to say ‘no’ when necessary, and the creativity to find compliant, practical solutions when objectives and constraints are in tension.
Partner with the COO on strategic finance and operating‑model evolution by providing clean facts, scenarios, and constraints
Team & Management Scope
Leads and develops a lean finance team currently composed of three.
Responsible for role redesign and overall capability development
Required Experience & Qualifications
10+ years in controllership or global finance operations roles
CPA or equivalent strongly preferred, experience with IFRS a plus
Demonstrated multi‑entity, international finance experience (US + EMEA/APAC preferred)
Strong grounding in intercompany accounting, audit readiness, and control frameworks
Experience managing cash and liquidity in a global context
Track record of developing and operating lean teams and modernizing finance processes
Experience presenting to Senior Leadership, Audit, Risk, or Finance Committees preferred
Nonprofit / association experience helpful but not required
Critical Competencies (Non‑Negotiable)
Control backbone:
Within a risk‑aware service mindset, able to determine solutions while also maintaining compliance requirements
Operational design mindset:
eliminates or automates manual workflows whenever possible rather than staffing around it
Exceptional executive communication:
can translate accounting complexity into governance clarity and clear business requirements to support operations
Capable people leader:
Able to hire, develop, motivate, and support a lean accounting team with global responsibilities.
Global cultural fluency:
firm while demonstrating cultural sensitivity
Pragmatic technologist:
improves systems to enable discipline and drive efficiency
CAIA is an equal opportunity employer.
#J-18808-Ljbffr