Controller

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Company: The Kostelic Agency

Location: Phoenix, AZ 85032

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: Info@TheKostelicAgency.com

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