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CrossCountry Consulting · 1 day ago

Portfolio Controller - Private Equity Advisory

United States

Full-time

Remote

Mid, Senior Level

2+ years exp

CrossCountry Consulting is an advisory firm dedicated to creating a positive experience for both clients and employees. The Portfolio Controller will serve as a trusted partner to Private Equity clients, providing tailored integrated solutions and supporting the development of scalable accounting and finance functions.

AccountingConsultingFinanceRisk Management

Growth Opportunities

Responsibilities

Aid clients in developing a streamlined monthly close process

Assist with cash to accrual conversions and the creation of supporting schedules

Validate the existence of assets and prepare associated roll forwards

Prepare balance sheet reconciliations (intercompany, inventory, cash, prepaids, etc.)

Support various aspects of accounting compliance, including tax forms, sales tax exemptions, 1099s, etc., while also contributing to the preparation of financial statements and the development of internal controls and policies

Help prepare budgets or forecasts and develop reports for management or regulatory bodies

Guide the implementation of cloud-based finance and accounting systems

Manage the preparation of journal entries, invoices, and reconciliation of accounts during monthly or annual closings

Guide companies through efficient external audit processes

Improve financial planning and analysis (budgeting, forecasting, data analysis)

Review of monthly internal financial reporting packs

Review of monthly regulatory reporting

Liaise with business units outside of accounting to incorporate relevant functions into an integration plan

Help IT teams integrate acquiree and acquirer financial systems

Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards

Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes

Qualification

Controllership experienceAccounting systems proficiencyData analytics toolsCPACA certificationAI tools adoptionMentoring junior team membersContinuous learning mindset

Required

A minimum of 2-5+ years of prior controllership experience advising Private Equity-backed portfolio companies, preferably within Manufacturing/Distribution, Software SAAS and/or Healthcare industries or with a broad industry experience within the B2B space

Prior experience overseeing and managing a billings function in a high volume, PE-backed environment

Prior experience with accounting and/or finance systems preferably NetSuite, MS Dynamics, QuickBooks or other ERP systems

In the PE space, the buy and build investment strategy and roll-up strategy are prevalent, experience working through roll-up strategies and acquisitions are a plus

Experience with -OR- significant exposure to various data analytics tools such as: Tableau, PowerBI, Alteryx, Snowflake, SQL, Python, etc

Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation

Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards

Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues

Bachelor's degree in accounting or finance