Portfolio Controller & Treasury Manager

Volaris Group; Pennsylvania; On-site; USD 85,000 - 120,000; Full time

Job summary

Volaris Group is looking for a Portfolio Controller & Treasury Manager to oversee the treasury function and technical accounting processes. This role involves managing cash reporting, intercompany reconciliation, and compliance with IFRS standards. The ideal candidate will possess a CPA or equivalent, advanced Excel skills, and familiarity with AI tools. Excellent analytical and interpersonal skills are essential. This position may require international travel to support acquisitions. Join us to contribute to our growth!

Qualifications

• CPA, CA, or equivalent professional accounting qualification is required.
• Advanced Excel skills with AI tools experience.
• Deep IFRS technical knowledge required.

Responsibilities

• Own the preparation of all portfolio month-end, quarter-end, and year-end close deliverables.
• Manage the treasury function including cash requirements reporting.
• Identify and implement AI-assisted automation opportunities.

Skills

CPA, CA, or equivalent professional accounting qualification

Advanced Excel skills

Experience with AI tools (Claude, Copilot)

Deep IFRS technical knowledge

Consolidation accounting experience

Excellent communication skills

Analytical and problem-solving skills

Tools

OneStream

Great Plains

Python or Power Query

Job description

Job Summary

Volaris Group acquires, strengthens, and grows vertical market software companies, enabling them to be clear leaders within their focused industries. With over 100+ companies across more than 30 countries, Volaris Group continues to seek long‑term investment opportunities in companies, technologies, or ideas that add value to existing core markets or allow entry into new ones. As a subset of Volaris Group, our portfolio presently includes over twenty growth‑oriented companies across Hospitality, Healthcare, and MarTech. In addition to supporting the organic growth goals of these businesses, we are actively looking to acquire new business that expands our functional, sectoral, and geographic coverage. Our team members are curious, humble, and hugely ambitious. Their dedication continues to help us grow and thrive.

Job Description

The Portfolio Controller & Treasury Manager will report directly to the Portfolio Finance Manager and work as part of the broader Finance team. This is a technical role combining controllership, treasury, and compliance ownership. The successful candidate will be the portfolio’s technical accounting specialist — owning the cash management process, ensuring robust internal controls, and clean audit outcomes — while actively partnering with entity finance teams to raise reporting quality without becoming a bottleneck in day‑to‑day operations.

You will own the controllership and treasury function end‑to‑end: from intercompany reconciliation to IFRS 15 and 16, tax compliance, and cash management across all entities. You will be the primary interface with KPMG, the owner of our internal controls framework, and the person who ensures every submission is accurate, on time, and audit ready.

Key Responsibilities

• Own the preparation and review of all portfolio month‑end, quarter‑end, and year‑end close deliverables, including statement of cash flows, dividend declarations, earnout/holdback calculations and payments
• Own the treasury function — including monthly cash requirements reporting, banking administration, debt, and contingent consideration reconciliation — maintaining accurate portfolio‑level cash visibility at all times
• Actively identify and implement AI‑assisted automation opportunities within the controllership and treasury function, reducing manual processing time and increasing capacity for higher‑value analytical work
• Lead the intercompany reconciliation and recharges process across all entities, ensuring balances are accurately allocated and resolved
• Maintain and enforce the portfolio’s internal controls framework and Risk Control Matrix; coordinate the internal and external audit processes
• Maintain Employee Authorisations and Approval Matrices across the portfolio; ensure banking administration is current and all signatories are correctly maintained
• Coordinate tax compliance obligations where required, specifically transfer pricing arrangements; consult with external advisors as required
• Support acquisition integration from a technical accounting perspective — including step plan adherence, revenue recognition checklists, PPA model review
• Build and maintain effective working relationships with entity finance leads; provide technical accounting guidance and policy clarification without creating dependency or interfering with entity autonomy

Required Competencies / Experience

• CPA, CA, or equivalent professional accounting qualification is required
• Advanced Excel skills; demonstrated experience using AI tools (Claude, Copilot, or equivalent) to automate finance workflows; Python or Power Query experience is a strong advantage
• Deep IFRS technical knowledge — specifically IFRS 15 (revenue recognition), IFRS 16 (leases), and IFRS 3 (business combinations / PPA); consolidation accounting experience is essential
• Hands‑on experience with OneStream and Great Plains is preferred
• Ability to perform under pressure and meet deadlines
• High integrity and personal ethics due to sensitive issues and information this role entails
• Desire to improve processes and systems rather than just keep the status quo
• Excellent communication and interpersonal skills; capable of working with cross‑functional and international teams
• Well organized, detail oriented and able to work variable hours when required
• Excellent analytical and problem‑solving skills
• A ‘can‑do’ attitude taking ownership; prepared to be held accountable for actions, behaviors and targets
• International travel may be required for this role for business process review and acquisition integration