Portfolio Finance & Systems Lead

KLH Capital; Tampa (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

KLH Capital is seeking a high-performing accounting and systems professional to join our Operating Team. This role is hands-on, working across the KLH portfolio on day-to-day accounting and systems operations, reporting directly to the Senior Finance Operating Partner.

The ideal candidate thrives in a fast-moving, multi-entity private equity environment and will manage post-close accounting, monthly close, treasury optimization, tax compliance, and process improvements, collaborating with CFOs,

Qualifications

• CPA preferred; CPA-level technical accounting knowledge required.
• 5–10 years of relevant experience in public accounting, corporate finance, or a private equity operating role.
• Experience supporting multiple entities — portfolio company, multi-site, or multi-entity experience a strong plus.
• Deep technical knowledge of GAAP, including purchase accounting (ASC 805), lease accounting (ASC 842), and fixed asset management.
• Experience with ERP systems (NetSuite, Sage, QuickBooks, or similar); implementation experience a plus.
• Familiarity with corporate treasury and payment tools (Ramp, CorPay, Rho, or comparable platforms) preferred.
• Strong command of financial close processes, balance sheet reconciliations, and management reporting.
• Excellent written and verbal communication skills; able to translate technical accounting issues for operational audiences.
• Proficiency in Excel; comfort with data tools and process automation a plus.
• Working knowledge with AI tools including Claude and ChatGPT; comfort with other applicable tools, connectors, and process automation a plus.

Responsibilities

• Provide technical accounting expertise to portfolio companies and their CFOs and Controllers, ensuring consistent application of GAAP accounting principles across the portfolio.
• Coordinate with external auditors and portfolio companies to ensure timely and accurate audit delivery.
• Support the monthly close process for all portfolio companies, delivering KPI reporting to deal teams.
• Review monthly portfolio company reporting packages and provide follow-up questions to CFOs and Controllers; share trends with deal teams.
• Maintain the KLH annual tax checklist across all portfolio entities and support tax compliance efforts.
• Assist with post-close accounting workstreams, including purchase-price journal entries, working-capital true-ups, and balance sheet prep and reconciliation.
• Assist with IRS Form 8594 and 8832 filings and coordinate with deal teams on tax obligations.
• Support acquisition due diligence with accounting/financial analysis for new opportunities.
• Maintain and apply the Integration Checklist for add-on acquisitions for onboarding onto KLH systems.
• Coordinate fixed asset appraisals and depreciation analyses post-close; perform useful life analysis.
• Complete ASC 842 lease accounting entries, adjustments, and fair market value analyses.
• Contribute to Value Creation Plans and 100-day post-acquisition initiatives.
• Evaluate portco accounting teams post-close; identify gaps and coordinate upgrades.
• Identify RPA/AI opportunities across the portfolio.
• Support ERP implementations and optimization; liaise with portco teams, vendors, and leadership.
• Maintain familiarity with NetSuite, Sage, QuickBooks; flag upgrades and assist portco CFOs.
• Support treasury platform implementations (Ramp, CorPay, Rho) and training.
• Travel to portfolio companies is expected; in-person Tampa collaboration required.

Skills

GAAP knowledge

Financial close

Excel

AI tools (Claude/ChatGPT)

Communication skills

Process automation

Multi-entity experience

Financial reporting

Treasury understanding

Education

CPA certification preferred

Tools

NetSuite

Sage

QuickBooks

Ramp

CorPay

Rho

Job description

KLH Capital is seeking a high-performing accounting and systems professional to join our Operating Team. This role is hands-on, working across the KLH portfolio on day-to-day accounting and systems operations, reporting directly to the Senior Finance Operating Partner.

The ideal candidate thrives in a fast-moving, multi-entity private equity environment and will manage post-close accounting, monthly close, treasury optimization, tax compliance, and process improvements, collaborating with CFOs,