Portfolio Controller - Private Equity Advisory

2 months ago
Full-time
Senior
Data Science and Analytics
CrossCountry

CrossCountry

CrossCountry Consulting provides customized finance, accounting, HR, risk, operations, and technology consulting services to leading organizations, helping them navigate complex challenges and achieve growth.

Professional Services
251-1K
Founded 2011

Description

  • Support clients in developing a streamlined monthly close process.
  • Assist with cash-to-accrual conversions and prepare supporting schedules.
  • Validate asset existence and prepare roll-forwards.
  • Prepare balance sheet reconciliations for intercompany, inventory, cash, prepaids, and similar accounts.
  • Support accounting compliance activities, including tax forms, sales tax exemptions, 1099s, financial statements, internal controls, and policies.
  • Help prepare budgets, forecasts, and management or regulatory reports.
  • Guide implementation of cloud-based finance and accounting systems.
  • Manage journal entries, invoices, and account reconciliations during monthly or annual closes.
  • Guide companies through efficient external audit processes.
  • Support financial planning and analysis, monthly internal reporting, and monthly regulatory reporting.
  • Liaise with business units and IT teams to support integration planning for acquisitions and systems integration.
  • Help develop and implement firm-approved AI-enabled solutions in compliance with data protection, intellectual property, and professional standards.

Requirements

  • 2-5+ years of prior controllership experience advising private equity-backed portfolio companies.
  • Experience in Manufacturing/Distribution, Software SaaS, Healthcare, or broad B2B environments is preferred.
  • Prior experience overseeing and managing a billings function in a high-volume, PE-backed environment.
  • Experience with accounting and finance systems, preferably NetSuite, MS Dynamics, QuickBooks, or other ERP systems.
  • Experience with buy-and-build or roll-up strategies and acquisitions is a plus.
  • Experience with or significant exposure to data analytics tools such as Tableau, Power BI, Alteryx, Snowflake, SQL, and Python.
  • Demonstrated ability to responsibly explore and adopt firm-approved AI tools.
  • Openness to learning and applying emerging technologies, including AI and automation, in alignment with firm and client standards.
  • Experience mentoring and developing junior team members and helping project teams resolve complex issues.
  • Bachelor’s degree in accounting or finance.
  • CPA or CA certification preferred.
  • Willingness to travel as needed, with travel varying by project and sometimes occurring in bursts.

Benefits

  • Comprehensive healthcare coverage, including medical, dental, and vision.
  • Flexible spending accounts.
  • 401(k) with company matching.
  • Generous parental and maternity leave policies.
  • Technology stipends.
  • Wellness reimbursement programs.

Interested in this position?

Apply directly on the company website

Apply Now

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