Portfolio Controller - Private Equity Advisory
New
Based in United StatesFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 2–5+ years
- Required Skills
- PythonSQLMicrosoft DynamicsMicrosoft Power BITableauNetSuiteQuickBooks
Requirements
- 2–5+ years of controllership or accounting advisory experience, ideally within private equity–backed portfolio companies.
- Strong background in accounting operations, including financial close, reconciliations, reporting, and compliance processes.
- Experience working with ERP systems such as NetSuite, Microsoft Dynamics, QuickBooks, or similar platforms.
- Familiarity with financial planning and analysis processes, including budgeting and forecasting.
- Strong analytical and problem-solving skills with attention to detail and process improvement orientation.
- Ability to work across multiple stakeholders and communicate effectively in fast-paced, client-facing environments.
- CPA or equivalent certification is preferred, along with a degree in accounting or finance.
- A continuous learning mindset with openness to emerging technologies, including AI and automation.
- Exposure to private equity environments, including buy-and-build or acquisition-driven (roll-up) strategies is a plus.
- Experience with data analytics tools such as Tableau, Power BI, SQL, Python, Alteryx, or Snowflake is an advantage.
Responsibilities
- Support portfolio companies in building and optimizing efficient monthly close processes, including journal entries, reconciliations, and financial statement preparation.
- Perform cash-to-accrual conversions, balance sheet reconciliations, and supporting schedules across key accounts such as intercompany, inventory, cash, and prepaids.
- Assist in preparing budgets, forecasts, management reporting packs, and regulatory financial reports.
- Guide clients in strengthening accounting compliance processes, including tax filings, 1099s, sales tax exemptions, and internal controls development.
- Support external audit readiness and coordinate audit processes to ensure timely and accurate completion.
- Advise on and support implementation of cloud-based ERP and finance systems such as NetSuite, Microsoft Dynamics, or QuickBooks.
- Partner with cross-functional teams to integrate financial operations during acquisitions and portfolio company transformations.
- Contribute to operational improvement initiatives, including adoption of AI-enabled and data-driven finance solutions.
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