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
Improve financial planning and analysis (budgeting, forecasting, data analysis)
Review of monthly internal financial reporting packs
Review of monthly regulatory reporting
Liaise with business units outside of accounting to incorporate relevant functions into an integration plan
Help IT teams integrate acquiree and acquirer financial systems
Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.
Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.
Requirements
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.
Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards
Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues
Tech Stack
Cloud
ERP
Python
SQL
Tableau
Benefits
comprehensive healthcare options, including medical, dental, and vision coverage