Management Company Controller

Bostonfull timeOn Site

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Management Company Controller at Standishmanagement · LumiJobs

$90k–$125k

H1B: no

Standishmanagement Management Company Controller responsible for managing multiple client relationships and overseeing SBA compliance reporting. Leads client discussions and partners with clients and auditors to ensure timely and accurate execution of year-end audits.

Responsibilities

The manager will manage multiple client relationships, ensuring superior client service with their client service team members.
Essential Functions:
Manage and oversee the SBA compliance reporting process, including SBA Form 468 preparation
Review capital call & distribution calculations and letters
Review waterfalls and partner capital account statements
Coordinate with internal teams on client deliverables as needed
Coach, mentor, and develop Senior Associates and Associates through performance feedback, technical training, and career development planning
Daily client and team member interaction
Assist with special projects as needed
Perform internal administrative tasks, including document management and time tracking
Review processes and make recommendations on how they can become more efficient
Lead client discussions, provide technical guidance, and proactively identify opportunities to improve service delivery