Portfolio Controller Private Equity Advisory

extra holidays
Work set-up: 
Full Remote
Contract: 
Full time
Experience: 
Mid-level (2-5 years)
Work from: 
United States

Offer summary

Qualifications:

Bachelor’s degree in accounting or finance., 2-5+ years of controllership experience advising private equity-backed companies., Experience with accounting and finance systems like NetSuite, MS Dynamics, or QuickBooks., CPA or CA certification preferred..

Key responsibilities:

  • Support monthly close processes and financial reporting.
  • Assist with budgeting, forecasting, and internal controls.
  • Guide clients through external audits and compliance activities.
  • Collaborate with business units and IT teams on financial system integration.

CrossCountry Consulting logo
CrossCountry Consulting SME https://www.crosscountry-consulting.com/
501 - 1000 Employees
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Job description

From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technologyenabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.

Our commitment to our people has earned us numerous awards including Inc5000s Fastest Growing Companies and Glassdoors Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.

By joining our rapidly growing Private Equity practice you will serve as a trusted partner to our Private Equity clients and their portfolio companies. You’ll bring your firsthand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve todays challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery.

In today’s competitive deal market, Private Equity is increasingly turning to operational enhancements as a driver for value creation in their investment portfolio. It is essential for Private Equity funds to have a portfolio support team, either internally or externally, to guide CFOs as they build a scalable accounting and finance function that supports the investment thesis. We are experienced operators, who serve as an extension of leading Private Equity sponsors to drive meaningful and sustainable operational changes across their portfolios.

What youll Do:

General Accounting Close Support
· 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 cloudbased 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

Financial Reporting Support
· Improve financial planning and analysis (budgeting, forecasting, data analysis)
· Review of monthly internal financial reporting packs
· Review of monthly regulatory reporting

Operations Support
· Liaise with business units outside of accounting to incorporate relevant functions into an integration plan
· Help IT teams integrate acquiree and acquirer financial systems

What Youll Bring
  • A minimum of 25+ years of prior controllership experience advising Private Equitybacked portfolio companies, preferably within ManufacturingDistribution, Software SAAS andor Healthcare industries or with a broad industry experience within the B2B space
  • Prior experience overseeing and managing a billings function in a high volume, PEbacked environment
  • Prior experience with accounting andor finance systems preferably NetSuite, MS Dynamics, QuickBooks or other ERP systems
  • In the PE space, the buy and build investment strategy and rollup strategy are prevalent, experience working through rollup 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 multifaceted issues

  • Qualifications:
  • Bachelor’s degree in accounting or finance
  • CPA or CA certification preferred
  • As one might expect, travel is innate in some of our projects. With that said, our approach to travel is a thoughtful, meaningful one and we do our best to avoid scheduling backtoback extended travel projects. Even so, travel will vary projecttoproject based on client preferences and may sometimes come in “bursts”
  • #LIOC1
    #LIRemote

    Benefits Summary
    The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal wellbeing. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: https:www.crosscountryconsulting.comcareersbenefits.

    Equal Employment Opportunity (EEO)
    CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace.

    As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.
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    Required profile

    Experience

    Level of experience: Mid-level (2-5 years)
    Spoken language(s):
    English
    Check out the description to know which languages are mandatory.

    Hard Skills

    Data MiningCorporate Financial ReportingAccountingMicrosoft DynamicsPython (Programming Language)ERP Systems KnowledgeAccounting SoftwareSQL (Programming Language)Power BIPrivate EquitySnowflake (Data Warehouse)Tableau (Business Intelligence Software)NetsuiteAlteryxFinancial AnalysisProject Integration

    Other Skills

    • Forecasting
    • Budgeting
    • Mentorship
    • Team Building
    • Collaboration
    • Communication
    • Problem Solving
    Are you interested?

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