Private Equity Controllership Advisory – NYC – No Travel

Advice Personnel; New York (NY); On-site; USD 175,000 - 225,000; Full time

Job summary

Advice Personnel is seeking an experienced accounting and finance professional to lead its private equity advisory practice in NYC. The role combines technical accounting, controllership, and strategic advisory work, with direct exposure to CFOs and investors across a diverse portfolio.

The ideal candidate has a strong public accounting background and has transitioned into controllership advisory or finance transformation, with leadership experience across engagements and teams.

Qualifications

• Public accounting foundation, ideally Big 4/Top 10
• Experience in controllership advisory, outsourced accounting, or finance transformation
• Strong technical accounting knowledge including U.S. GAAP
• Experience leading client engagements and mentoring staff

Responsibilities

• Lead controllership and finance transformation engagements for private equity-backed portfolio companies.
• Oversee accounting operations, month-end close, financial reporting, consolidations, and management reporting.
• Design scalable accounting processes, internal controls, and reporting infrastructure.
• Partner with portfolio company leadership to improve financial visibility and best practices after acquisitions.
• Provide guidance on complex U.S. GAAP matters (revenue, business combinations, leases).
• Lead ERP implementations, automation, and integration of new acquisitions.
• Develop financial reporting packages, KPIs, and board materials for investors.

Skills

Public accounting

Team leadership

Client advisory

Financial transformation

Education

CPA

Tools

NetSuite

Sage Intacct

Microsoft Dynamics

Job description

Private Equity Controllership Advisory – NYC – No Travel

A rapidly growing financial consulting firm is seeking an experienced accounting and finance professional to take a leadership role within its expanding private equity advisory practice. The firm partners with private equity sponsors and their portfolio companies to strengthen financial operations, professionalize accounting functions, and build scalable financial infrastructure. This opportunity combines technical accounting, hands-on controllership, financial transformation, and strategic advisory work, offering direct exposure to investors, CFOs, and executive leadership teams across a diverse portfolio of businesses.

This is an ideal opportunity for someone with a strong public accounting foundation who has transitioned into controllership advisory, outsourced accounting, or finance transformation consulting and is looking to take greater ownership of client engagements, lead teams, and help shape a growing advisory practice.

Responsibilities

• Lead controllership and finance transformation engagements for private equity-backed portfolio companies, serving as a trusted advisor to CFOs, Controllers, and financial sponsors.
• Oversee accounting operations, month-end close, financial reporting, consolidations, and management reporting across complex, multi-entity organizations.
• Assess existing finance functions and design scalable accounting processes, policies, internal controls, and reporting infrastructure.
• Partner with portfolio company leadership to address accounting challenges, improve financial visibility, and establish best practices following acquisitions or periods of rapid growth.
• Provide technical accounting guidance across complex U.S. GAAP matters, including revenue recognition, business combinations, leases, and other applicable accounting standards.
• Lead finance transformation initiatives involving ERP implementations, reporting automation, process optimization, and integration of newly acquired businesses.
• Support purchase accounting, opening balance sheet preparation, post-acquisition integration, and other transaction-related accounting initiatives.
• Develop financial reporting packages, KPI dashboards, and board-level materials that provide investors and management teams with greater visibility into business performance.
• Partner with CFOs on budgeting, forecasting, cash flow management, and broader financial planning initiatives as needed.
• Manage multiple client engagements, including project scoping, workstream execution, deliverables, timelines, and client communications.
• Lead and mentor junior advisory professionals, reviewing work product, providing technical guidance, and supporting professional development.
• Build strong relationships with private equity sponsors, portfolio company executives, and internal stakeholders while identifying opportunities to expand client relationships.
• Contribute to the continued development of the firm's private equity advisory capabilities, service offerings, and engagement methodologies.

Experience

• Strong foundation in public accounting, ideally within a Big 4, Top 10, or similarly respected accounting firm.
• Subsequent experience in controllership advisory, outsourced accounting, CFO advisory, accounting transformation, or a comparable consulting environment strongly preferred.
• Demonstrated experience supporting private equity-backed businesses, complex middle-market organizations, or companies undergoing significant operational change.
• Strong technical accounting knowledge, including U.S. GAAP, financial reporting, consolidations, and internal controls.
• Experience leading client engagements, managing project deliverables, and overseeing accounting or advisory professionals.
• Familiarity with ERP systems such as NetSuite, Sage Intacct, Microsoft Dynamics, or comparable platforms.
• CPA strongly preferred.
• Strong executive presence with the ability to advise CFOs, Controllers, and private equity stakeholders on complex accounting and operational matters.
• Entrepreneurial, commercially minded professional who enjoys balancing technical execution with client relationship management and team leadership.

The Opportunity

• Take a true leadership role within a rapidly expanding financial consulting practice serving the private equity ecosystem.
• Work directly with financial sponsors and portfolio company leadership on complex controllership and finance transformation initiatives.
• Lead engagements from initial assessment through execution, with meaningful responsibility for client relationships and team development.
• Help shape a growing advisory offering while building toward broader practice leadership responsibilities.
• Gain exposure to diverse industries, business models, and transaction environments while remaining closely involved in the financial operations of portfolio companies.

Compensation

Base Salary: $175,000–$225,000 + Performance Bonus

The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives.