Portfolio Controller

Summary

Join CrossCountry's rapidly growing Private Equity practice as a trusted partner to Private Equity clients and their portfolio companies. Leverage your experience to deliver integrated solutions, supported by experienced leaders and a collaborative community. You will aid clients in streamlining monthly close processes, assist with cash to accrual conversions, prepare balance sheet reconciliations, and support accounting compliance. Responsibilities also include improving financial planning and analysis, reviewing monthly internal and regulatory reporting, and liaising with business units to integrate relevant functions. The ideal candidate possesses 2-5+ years of controllership experience advising Private Equity-backed portfolio companies, preferably in Manufacturing/Distribution, Software SAAS, or Healthcare. A Bachelor’s degree in accounting or finance is required, and CPA or CA certification is preferred.

Requirements

• 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
• Bachelor’s degree in accounting or finance

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

Preferred Qualifications

• 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
• Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues
• CPA or CA certification preferred

Benefits

• Comprehensive healthcare options, including medical, dental, and vision coverage
• Flexible spending accounts
• A 401(k) with company matching
• Generous parental and maternity leave policies
• Technology stipends
• Wellness reimbursement programs