Portfolio Controller - Private Equity Advisory

CrossCountry Consulting; United States; On-site; USD 80,000 - 120,000; Full time

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

Portfolio Controller - Private Equity Advisory

Senior Manager Talent Acquisition | Relationship Building

In today’s private equity market, the role supports portfolio companies by delivering tailored accounting and financial guidance to drive value creation. You will join a collaborative community that leverages cross-functional expertise to solve challenges and set the foundation for future success. Our Private Equity practice partners with CFOs to build scalable accounting and finance functions that support the investment thesis, with support from experienced leaders and a dedicated coach.

In today’s competitive deal market, Private Equity is increasingly turning to operational enhancements as a driver for value creation in their investment portfolio. 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 You’ll 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 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

• 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 You'll Bring

• 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
• 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

• Qualifications
• Bachelor’s degree in accounting or finance
• CPA or CA certification preferred
• Travel is innate in some projects; our approach is thoughtful and we do our best to avoid back-to-back extended travel projects, though travel may vary by project

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 well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: https://www.crosscountry-consulting.com/careers/benefits/.

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.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Accounting/Auditing and Finance

Industries

• Business Consulting and Services

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