PE Portfolio Controller: Strategic Finance & Growth

CrossCountry Consulting

United States

On-site

USD 80,000 - 120,000

Full time

14 days+
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Benefits offered by this job

Comprehensive healthcare options
401(k) with company matching
Generous parental and maternity leave policies
Wellness reimbursement programs

Job summary

A prominent consulting firm in the United States seeks a Portfolio Controller to provide tailored accounting and financial guidance in the Private Equity sector. Ideal candidates will have 2-5+ years of controllership experience, preferably in B2B environments, and proficiency in finance systems such as NetSuite or QuickBooks. The role involves collaboration with CFOs and implementing financial systems to enhance portfolio value. Comprehensive benefits include healthcare, maternity leave, and support for personal well-being.

Qualifications

  • 2-5+ years of prior controllership experience advising Private Equity-backed portfolio companies.
  • Prior experience with high volume, PE-backed environments.
  • Experience mentoring and developing junior team members.

Responsibilities

  • Support clients in developing a streamlined monthly close process.
  • Prepare balance sheet reconciliations and support compliance.
  • Guide the implementation of finance and accounting systems.

Skills

Controllership experience
Financial reporting
Data analytics tools
Mentoring junior team members

Education

Bachelor’s degree in accounting or finance
CPA or CA certification

Tools

NetSuite
MS Dynamics
QuickBooks
Tableau
PowerBI
SQL
Python

Job description

A prominent consulting firm in the United States seeks a Portfolio Controller to provide tailored accounting and financial guidance in the Private Equity sector. Ideal candidates will have 2-5+ years of controllership experience, preferably in B2B environments, and proficiency in finance systems such as NetSuite or QuickBooks. The role involves collaboration with CFOs and implementing financial systems to enhance portfolio value. Comprehensive benefits include healthcare, maternity leave, and support for personal well-being.
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