CrossCountry Consulting · 2 days ago

Portfolio Controller - Private Equity Advisory

United States

Full-time

Remote

Mid Level

2+ years exp

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AccountingConsulting

Growth Opportunities

Hiring Manager

Oonagh Clarke

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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

Qualification

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Controllership experienceAccounting systemsData analytics toolsFinancial reportingCPACA certificationMentoring team membersB2B industry experience

Required

A minimum of 2-5+ years of prior controllership experience advising Private Equity-backed portfolio companies, preferably within Software SAAS, Healthcare industries and/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.

Bachelor’s degree in accounting or finance