Job Description

Title: Controller - Operations Manager

Location: Dallas, Texas, United Stated

Salary: $130,000-140,000

Overview:

This is an exciting opportunity to join a dynamic and growing firm in the equipment leasing industry, focused on early-stage, high-growth companies in the Consumer-Packaged Goods (CPG) sector. The company is seeking a full-time Controller & Operations Manager to oversee both financial and operational aspects of its business. Reporting to the CEPO and working closely with the Vice President of Risk & Underwriting, this dual-role position will involve managing accounting functions, financial reporting, operational efficiency, and strategic planning.

The ideal candidate for this role will bring a strong background in finance, accounting, and operations, ideally within the leasing or equipment finance industry. This is an in-office position based at the company's headquarters in Dallas, TX. As the company continues to expand its portfolio and scale operations, the Controller & Operations Manager will play a crucial role in ensuring the continued success and growth of the business.

Responsibilities:

• Oversee all accounting functions, including accounts payable, accounts receivable, general ledger, and financial reporting.
• Coordinate audits, borrowing base compliance, covenant compliance, tax filings, and financial planning with external auditors and banking partners.
• Manage cash flow, budgeting, and forecasting to ensure financial stability.
• Ensure compliance with GAAP, tax regulations, and industry financial reporting standards.
• Maintain, update and enforce policies, procedures, and best practices for equipment leasing, maintenance, and returns.
• Collaborate with sales and service teams to optimize customer satisfaction and equipment utilization.
• Oversee contract management, ensuring accuracy in lease agreements and compliance with terms.
• Evaluate and enhance business processes to improve profitability and operational effectiveness.
• Ensure compliance with all local, state, and federal regulations related to equipment leasing.
• Manage and monitor, equipment inspections, insurance policies, UCC filings and risk mitigation strategies for leased equipment.
• Assess and mitigate financial and operational risks associated with leasing contracts.
• Oversee ERP/accounting software and other operational systems to enhance efficiency.
• Develop and maintain key performance indicators (KPIs) to track financial and operational success.
• Provide detailed reports and insights to executive leadership to support strategic decision-making.

Qualifications & Experience:

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field (CPA or MBA preferred).
• 7+ years of experience in financial management, accounting, or operations, preferably in equipment leasing, rental, or asset-based finance.
• Strong knowledge of GAAP, financial reporting, and budgeting principles.
• Experience with accounting/ERP software (QuickBooks, NetSuite, or similar).
• Familiarity with lease accounting standards (ASC 842) is a plus.
• Proven leadership and team management skills.
• Excellent problem-solving, analytical, and decision-making abilities.
• Strong communication and interpersonal skills.

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