Senior PE Controllership & Finance Transformation Lead

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

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.