Elevate · 1 day ago
V.P. of Finance
United States
Full-time
Remote
Director/Executive
10+ years expElevate is a rapidly scaling, multi-entity professional services platform seeking a Vice President of Finance / Controller. This hands-on leadership role is responsible for financial reporting, cash flow management, and driving synergies across operating companies to create long-term value for investors.
Management Consulting
Hiring Manager
Karen Bennett
Responsibilities
Own monthly, quarterly, and annual financial reporting across the holding company and operating subsidiaries
Drive a disciplined, predictable monthly close
Ensure consistent accrual accounting, revenue recognition, and intercompany eliminations
Standardize charts of accounts and reporting structures across all firms
Produce high-quality, investor-ready financial reporting packages
Own short-term and medium-term cash forecasting, including rolling cash flow models
Manage timing between accrual revenue, cash collections, partner compensation, management fees, and distributions
Provide leadership with clear visibility into liquidity, profitability, and trends
Proactively identify risks and opportunities related to cash flow and capital allocation
Support investor reporting, data requests, and ongoing communications
Prepare forecasts, variance analyses, and performance updates for investors
Support diligence and reporting related to growth initiatives
Partner with leadership to identify, quantify, and track platform synergies
Support integration of acquired firms from a financial and operational perspective
Develop frameworks to measure synergy realization, margin expansion, and operational leverage
Translate integration initiatives into measurable financial outcomes
Work closely with the Chief Digital Officer to implement and optimize financial systems
Help design and deploy a scalable financial systems architecture across the platform
Leverage technology to improve reporting speed, accuracy, and cash visibility
Partner with subsidiary leadership to drive adoption of standardized tools and processes
Support automation, data integrity, and system integration initiatives
Own annual budgets, rolling forecasts, and scenario analysis
Build and maintain models supporting acquisitions, integrations, and growth initiatives
Provide insights into unit economics, margins, and performance trends
Support strategic decision-making and long-term value creation initiatives
Qualification
Required
Experience in an investor-backed, roll-up environment with significant M&A activity is critical for this role
10+ years of progressive finance or accounting experience
Demonstrated experience using NetSuite, Realit, or Sage Intacct ERP/accounting systems
Strong grounding in accrual accounting and cash flow management
Prior experience as a Controller, VP of Finance, or similar role
High comfort level operating in fast-moving, evolving environments
Strong systems and technology orientation
Preferred
CPA preferred but not required
Company
Elevate
At Elevate, we envision a future where our alliance firms are not only high-performing but also human-centered and future-ready—where technology, talent, and capital converge to drive sustainable prosperity across the triple bottom line: People, Purpose, and Profit.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase