Open Positions

About Us
We are a fast-growing commercial finance brokerage that helps businesses secure the funding they need to grow. Working with a nationwide network of lenders and referral partners, we facilitate financing solutions across multiple lending products while managing a high volume of commission-based transactions.

We’re looking for an experienced, detail-oriented Controller to oversee our accounting operations, improve financial processes, and help support the continued growth of our organization.

Position Summary
The Controller will oversee all day-to-day accounting and financial operations, ensuring accurate financial reporting, timely payments, and strong internal controls. This individual will play a critical role in managing complex commission structures, lender participation accounting, cash management, and maintaining the financial health of the organization.

Key Responsibilities
– Oversee all Accounts Payable and Accounts Receivable functions
– Manage commission calculations and payouts for:
– Internal sales representatives
– External referral partners and Independent Agents
– Collect ACH fees on successfully funded transactions
– Reconcile all company bank accounts and investigate discrepancies
– Monitor cash flow and maintain accurate daily cash reporting
– Reconcile deposits received from lending partners and funding platforms
– Manage lender participation accounting, including tracking purchased participations, distributions, repayments, and reconciliations
– Ensure accurate revenue recognition across multiple funding products
– Prepare monthly, quarterly, and annual financial statements
Maintain the general ledger and oversee month-end and year-end close
– Develop and improve accounting policies, procedures, and internal controls
– Coordinate with outside CPA firms for tax preparation and annual financial reporting
– Assist leadership with budgeting, forecasting, financial modeling, and strategic planning
Ensure compliance with applicable accounting standards and regulatory requirements

Qualifications
– Bachelor’s degree in Accounting or Finance (CPA preferred but not required)
– 5+ years of accounting experience, preferably in financial services, lending, banking, or a commission-based business
– Strong understanding of GAAP accounting principles
– Experience managing high-volume commission accounting
– Advanced Excel skills
– Experience with QuickBooks and/or other accounting software
– Excellent analytical, organizational, and problem-solving skills
– Ability to manage multiple priorities in a fast-paced environment
– High level of integrity and attention to detail

Preferred Experience
Experience with one or more of the following is a plus:

– Commercial lending or business finance
– Merchant cash advance (MCA)
– Equipment financing
– SBA lending
– Factoring or asset-based lending
– Revenue-based financing
– Financial services or brokerage accounting

What We Offer
– Competitive salary
– Performance-based bonus opportunity
– Health benefits
– Paid Time Off
– Retirement plan

Opportunity to help build and improve the financial infrastructure of a rapidly growing company

Collaborative, entrepreneurial work environment
If you’re someone who enjoys creating structure, improving processes, and taking ownership of an organization’s financial operations, we’d love to hear from you.

Apply Here

ROK Financial, a top ten commercial loan brokerage in Great River, New York, is hiring for an Accounting Associate.

We’re seeking a reliable, detail-oriented candidate who can work independently and collaboratively. This role involves hands-on participation in the monthly and annual close process for multiple entities, along with maintaining financial records as requested by the Controller. We are looking for a motivated self-starter eager to advance their career. This position offers growth potential into a supervisory role, assisting the Controller in overseeing the accounting department while providing administrative, technical support, and supervision to the accounting staff.

Duties & Responsibilities
– Maintains the general ledger through the regular processing of bank feeds in QuickBooks Online.
– Verifies deposits and updates accounting and CRM software for multiple entities.
– Assists Controller with payroll preparation and processing.
– Reconciles cash disbursement and customer accounts, including monitoring and updating of customer balances within our CRM.
– Processes and monitors accounts receivable, including processing credit card payments through a payment platform and updating all related reporting.
– Processes ACH and wire transactions through online banking portal.
– Performs other related duties as assigned.
Required Skills & Abilities
– Proactive and self-motivated with the ability to work independently.
– Strong multitasking skills, capable of managing multiple priorities effectively.
– Highly organized with exceptional attention to detail.
– Solid understanding of general financial accounting principles.
– Experience in QuickBooks (Online or Desktop) or similar accounting software.
– Advanced Excel skills; experience with Google Sheets is a plus.
– Bachelor’s degree in Accounting or equivalent experience in accounting or business administration.

Preferred Qualifications
– Proven experience in corporate accounting or a similar role is preferred; experience in a fast-paced or multi-entity environment is a plus.
– Ability to analyze financial data, identify trends, and generate actionable insights.
– Excellent verbal and written communication abilities, with the ability to present financial data clearly and concisely.
– Strong understanding of internal control processes to safeguard assets, ensure financial accuracy, and support audit compliance. Experience with process improvement is a plus.

Benefits
– 401(k)
– Dental insurance
– Flexible schedule
– Health insurance
– Paid time off
– Referral program
– Vision insurance
– Work from home

Apply Here

ROK Financial is a leader in commercial lending. Our goal is to help business owners generate perpetual opportunities through simple business financing.  ROK Financial is committed to establishing ROK Solid relationships with our clients, lenders, partners and employees. Through our streamlined process, revolutionary technology and educated team of experts, we support business owners ability to create new opportunities. ROK Financial is proud to empower the heartbeat of our country, our small business owners.

This is an exciting time to join the ROK Financial family!

We are seeking a motivated Business Development Officer to join our Business Development Team. Our Business Development team seeks out strategic partnerships, wherein professionals refer their clients to us for financing. The ideal candidate will be expected to identify and source prospective partners to further expand the company’s referral partnership network. This is an excellent growth opportunity where one can secure a prosperous, professional career.  Previous experience is not required, as we provide extensive training, education, and ongoing support.  This is an entry level sales position with opportunity to grow beyond this role, with an earning potential of over $200k a year.

We are looking for a top performer who will respond positively to mentorship from a successful, driven, and proven management team. If you are “comfortable” at your current level in life, this job is NOT for you. The candidate must present well, be likeable, and be comfortable communicating over the phone. 

What we can offer you:

• The opportunity to earn a six figure salary
• A sophisticated CRM platform to manage your partner list
• A structured department and proven process
• An open minded, collaborative culture
• A family like atmosphere and a team of like minded individuals focused on being successful
• An environment where “Work Hard Play Hard” is a real thing!
• A company that cares about your growth not only as an employee but as an individual
• State of the art office with an industrial, creative aesthetic
• Salary + Commission
• Insurance Coverage – medical, dental, vision
• 401k

What we are looking for:

• Excellent communication & presentation skills (written, verbal & listening)
• Strong passion to befriend clients and place many phone sales calls
• Demonstrated ability to convert prospects and sign relationships
• Strong problem identification and objection resolution skills
• Self-motivated and engaging level of enthusiasm
• A long term Vision for personal and company growth.
• Very effective organizational skills and the ability to manage multiple priorities

Here are a few things our current employees have said about working at ROK Financial in an anonymous survey last month:

• “My co-workers are an extension of my family. This is my home away from home! We would bend over backwards for one another and look after one another. The work that we do is challenging and we come together to get goals accomplished and move the needle. We work hard and have fun doing it, the days fly by! Senior leadership cares about everyone and has the experience, know how, and ability to move the company forward each and every day! Most people dream about finding an organization like ours. I genuinely look forward to coming to work every day. Everyone has the ability to build a CAREER for themselves here, this is not just “another job”. “
• “Thank you ROK Financial, for providing me the opportunity to learn and grow as a human. Being part of this team has helped me not only grow professionally but personally. I’ve learned to believe in myself more, be able to come to work loving the work I do every single day, and know I’m making a difference. Thank you for creating a safe space for us all during these uncertain times, for allowing us to provide for our families during these uncertain times, and for being there 24/7 during these crazy times. I don’t know what I would have done without the support of the team”
• “ROK Financial is not only a great place to work, but also a great place to make lasting friendships and memories. Our leadership team goes above and beyond to ensure the happiness of their staff, while maintaining a motivated, successful team and great work ethic.”

Bilingual candidates encouraged

Click Here To Apply For This Position

Click Here to view more information on the Business Loan Broker details.