Portfolio Controller - Private Equity Advisory
United StatesFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 2-5+ years
- Required Skills
- PythonSQLMicrosoft Power BITableauNetSuiteQuickBooks
Requirements
- Bachelor’s degree in accounting or finance.
- 2-5+ years of prior controllership experience advising Private Equity-backed portfolio companies.
- Experience within Manufacturing, Distribution, Software SaaS, Healthcare, or B2B industries.
- Prior experience overseeing and managing a billings function in a high-volume, PE-backed environment.
- Proficiency in accounting and finance systems such as NetSuite, MS Dynamics, or QuickBooks.
- Experience with data analytics tools such as Tableau, PowerBI, Alteryx, Snowflake, SQL, or Python.
- Demonstrated ability to responsibly adopt firm-approved AI tools.
- CPA or CA certification is preferred.
- Experience with roll-up strategies and acquisitions is a plus.
- Experience mentoring and developing junior team members.
Responsibilities
- Aid clients in developing a streamlined monthly close process.
- Manage the preparation of journal entries, invoices, and reconciliation of accounts.
- Improve financial planning and analysis including budgeting, forecasting, and data analysis.
- Guide the implementation of cloud-based finance and accounting systems.
- Assist with cash to accrual conversions and the creation of supporting schedules.
- Liaise with business units to incorporate relevant functions into integration plans.
- Support accounting compliance, financial statement preparation, and internal control development.
- Collaborate with firm leadership to identify and implement compliant, AI-enabled solutions.
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