Lakewood Holdings, LLC ยท 2 weeks ago
Assistant Financial Controller
Crystal Lake, IL
Full-time
Onsite
Mid LevelLakewood Holdings, LLC is a holdings company that acquires established small businesses, seeking an entrepreneurially spirited individual to oversee and manage the financial operations. The role involves leading financial statement preparation, managing accounting functions, and ensuring adherence to regulatory standards while improving financial processes.
Venture Capital & Private Equity
Responsibilities
Lead the preparation and analysis of financial statements, including balance sheets, income statements, and cash flow reports
Oversee general ledger accounting, account reconciliation, and month-end/year-end closing processes using various accounting software such as QuickBooks, Sage, or Great Plains
Evaluate and implement new operating/accounting systems to improve efficiencies and outdated technology
Manage accounts payable and accounts receivable functions to ensure timely processing and accuracy
Oversee payroll systems and processing
Assistance in diligence and evaluation of possible M&A targets
Conduct balance sheet reconciliation and ensure all financial data aligns with regulatory standards such as GAAP
Ability to teach and train additional team members in the systems and processes that have been built within a portfolio company
Supervise cash management activities including forecasting, liquidity management, and banking relationships
Develop comprehensive financial reports for leadership to inform strategic decision-making
Lead budgeting processes, variance analysis, and financial forecasting to support organizational planning
Ensure adherence to technical accounting standards including GAAP
Qualification
Required
Proven expertise in financial report writing, account reconciliation, balance sheet management, and regulatory reporting
Proficiency with accounting software including QuickBooks, Sage, Great Plains, or similar platforms; advanced Excel skills required
Familiarity with technical accounting concepts such as double entry bookkeeping, debits & credits, general ledger reconciliation
Experience with cash management strategies, budgeting processes, and financial analysis techniques
Ability to interpret complex financial data accurately and communicate findings clearly to non-financial stakeholders
Strong organizational skills with attention to detail; ability to manage multiple priorities effectively
Experience in financial management or as an accountant within corporate sector
Strong knowledge of accounting standards such as GAAP
Preferred
Bachelor's degree in Accounting, Finance, or a related field preferred
CPA or equivalent certification a plus
Company
Lakewood Holdings, LLC
Growing Returns, Growing Together
Founded in 2010Algonquin, IL, US
51-200 employeesFunding
Current Stage
Growth StageCompany data provided by crunchbase