Controller
Job Title: Controller
Location: Can be remote or hybrid (Great Neck, NY)
Reports To: Chief Executive Officer
Company: Lieberman, Inc.
Type: Full-time
Position Overview:
Founded in 1981, Lieberman is an industry-leading primary market research and analytics firm serving pharmaceutical and consumer brands. In 2025, Lieberman partnered with Lead Capital Partners to accelerate its next phase of growth. Lieberman is seeking its first-ever Controller, a finance leader with both FP&A capabilities and strong accounting expertise. This individual will serve as the company’s finance leader, reporting directly to the CEO and working closely with Lead Capital Partners. The Controller will own the monthly close process, ensure production of timely and accurate financial statements, maintain proper internal controls, oversee the annual audit. Additionally, the role will lead budgeting, forecasting, and financial analysis, providing insights that drive strategic decisions and business growth. This is a high-impact role well-suited for someone who enjoys balancing detail-oriented accounting with bigger picture strategic thinking.
Key Responsibilities:
Financial Reporting & Accounting
Own monthly and annual close processes, delivering timely and accurate GAAP financial statements
Oversee accounting operations (AP/AR, payroll, reconciliations, accruals, fixed assets) in partnership with the company’s bookkeeper
Maintain audit-ready financial records
Build foundational financial processes and implement best practices to position the business for scalable growth
FP&A & Strategic Partnership
Partner directly with CEO to provide financial analysis, insights and recommendations that guide business strategy
Build and manage the annual operating budget and forecast models
Develop KPI tracking to drive performance management
Conduct ad hoc and deep-dive financial analyses to isolate key performance drivers, evaluate business trends and assess the impact of operational or market changes
Develop dashboards and management reports to improve visibility into operations and profitability
Investor & Board Engagement
Synthesize analyses into clear insights and actionable recommendations, presenting directly to the CEO and Lead Capital Partners to inform strategic and investment decisions
Lead monthly financial review discussions with the CEO and Lead Capital Partners
Support board meeting preparation and deliver clear, actionable financial presentations to Board of Directors
Audit, Tax & Compliance
Serve as primary point of contact with auditors as part of annual audit process
Coordinate with external tax advisors to ensure compliance with all tax and regulatory requirements
Lead financial covenant reporting and compliance with lenders and other stakeholders
Qualifications:
Bachelor’s degree in Accounting, Finance or related field; CPA preferred
8+ years of finance experience, including at least 3 years in a leadership or Controller role
Prior experience in a PE-backed, high-growth or entrepreneurial environment preferred
Proven ability to manage the monthly close and deliver accurate GAAP financials
Hands-on experience with audits, budgeting, forecasting and financial modeling
Strong understanding of US GAAP and internal controls
Excellent communication and presentation skills; ability to engage directly with executives and investors
A balance of detail orientation and strategic thinking, with the ability to “roll up sleeves” in a lean team environment
*Join a team that values growth, innovation, and excellence!
Apply now and start your journey: https://lieberman.bamboohr.com/careers
Apply To This Job
Location: Can be remote or hybrid (Great Neck, NY)
Reports To: Chief Executive Officer
Company: Lieberman, Inc.
Type: Full-time
Position Overview:
Founded in 1981, Lieberman is an industry-leading primary market research and analytics firm serving pharmaceutical and consumer brands. In 2025, Lieberman partnered with Lead Capital Partners to accelerate its next phase of growth. Lieberman is seeking its first-ever Controller, a finance leader with both FP&A capabilities and strong accounting expertise. This individual will serve as the company’s finance leader, reporting directly to the CEO and working closely with Lead Capital Partners. The Controller will own the monthly close process, ensure production of timely and accurate financial statements, maintain proper internal controls, oversee the annual audit. Additionally, the role will lead budgeting, forecasting, and financial analysis, providing insights that drive strategic decisions and business growth. This is a high-impact role well-suited for someone who enjoys balancing detail-oriented accounting with bigger picture strategic thinking.
Key Responsibilities:
Financial Reporting & Accounting
Own monthly and annual close processes, delivering timely and accurate GAAP financial statements
Oversee accounting operations (AP/AR, payroll, reconciliations, accruals, fixed assets) in partnership with the company’s bookkeeper
Maintain audit-ready financial records
Build foundational financial processes and implement best practices to position the business for scalable growth
FP&A & Strategic Partnership
Partner directly with CEO to provide financial analysis, insights and recommendations that guide business strategy
Build and manage the annual operating budget and forecast models
Develop KPI tracking to drive performance management
Conduct ad hoc and deep-dive financial analyses to isolate key performance drivers, evaluate business trends and assess the impact of operational or market changes
Develop dashboards and management reports to improve visibility into operations and profitability
Investor & Board Engagement
Synthesize analyses into clear insights and actionable recommendations, presenting directly to the CEO and Lead Capital Partners to inform strategic and investment decisions
Lead monthly financial review discussions with the CEO and Lead Capital Partners
Support board meeting preparation and deliver clear, actionable financial presentations to Board of Directors
Audit, Tax & Compliance
Serve as primary point of contact with auditors as part of annual audit process
Coordinate with external tax advisors to ensure compliance with all tax and regulatory requirements
Lead financial covenant reporting and compliance with lenders and other stakeholders
Qualifications:
Bachelor’s degree in Accounting, Finance or related field; CPA preferred
8+ years of finance experience, including at least 3 years in a leadership or Controller role
Prior experience in a PE-backed, high-growth or entrepreneurial environment preferred
Proven ability to manage the monthly close and deliver accurate GAAP financials
Hands-on experience with audits, budgeting, forecasting and financial modeling
Strong understanding of US GAAP and internal controls
Excellent communication and presentation skills; ability to engage directly with executives and investors
A balance of detail orientation and strategic thinking, with the ability to “roll up sleeves” in a lean team environment
*Join a team that values growth, innovation, and excellence!
Apply now and start your journey: https://lieberman.bamboohr.com/careers
Apply To This Job