Portfolio Controller

🇺🇸 United States - Remote
⚖️ Finance & Legal🔵 Mid-level

Job description

From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.

Our commitment to our people has earned us numerous awards including Inc5000’s Fastest Growing Companies and Glassdoor’s Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.

By joining our rapidly growing Private Equity practice you will serve as a trusted partner to our Private Equity clients and their portfolio companies. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today’s challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery.

In today’s competitive deal market, Private Equity is increasingly turning to operational enhancements as a driver for value creation in their investment portfolio. It is essential for Private Equity funds to have a portfolio support team, either internally or externally, to guide CFOs as they build a scalable accounting and finance function that supports the investment thesis. We are experienced operators, who serve as an extension of leading Private Equity sponsors to drive meaningful and sustainable operational changes across their portfolios.

What you’ll Do:

General Accounting Close Support

·Aid clients in developing a streamlined monthly close process

·Assist with cash to accrual conversions and the creation of supporting schedules

·Validate the existence of assets and prepare associated roll forwards

·Prepare balance sheet reconciliations (intercompany, inventory, cash, prepaids, etc.)

·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

Financial Reporting Support

·Improve financial planning and analysis (budgeting, forecasting, data analysis)

·Review of monthly internal financial reporting packs

·Review of monthly regulatory reporting

Operations Support

·Liaise with business units outside of accounting to incorporate relevant functions into an integration plan

·Help IT teams integrate acquiree and acquirer financial systems

What You’ll Bring

  • 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.
  • Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues

Qualifications:

  • Bachelor’s degree in accounting or finance
  • CPA or CA certification preferred
  • As one might expect, travel is innate in some of our projects.  With that said, our approach to travel is a thoughtful, meaningful one and we do our best to avoid scheduling back-to-back extended travel projects.  Even so, travel will vary project-to-project based on client preferences and may sometimes come in “bursts”

#LI-OC1

#LI-Remote

Benefits Summary

The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: https://www.crosscountry-consulting.com/careers/benefits/.

Equal Employment Opportunity (EEO)

CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace.

As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.

Share this job:
Please let CrossCountry Consulting know you found this job on Remote First Jobs 🙏

Similar Remote Jobs

Benefits of using Remote First Jobs

Discover Hidden Jobs

Unique jobs you won't find on other job boards.

Advanced Filters

Filter by category, benefits, seniority, and more.

Priority Job Alerts

Get timely alerts for new job openings every day.

Manage Your Job Hunt

Save jobs you like and keep a simple list of your applications.

Search remote, work from home, 100% online jobs

We help you connect with top remote-first companies.

Search jobs

Hiring remote talent? Post a job

Frequently Asked Questions

What makes Remote First Jobs different from other job boards?

Unlike other job boards that only show jobs from companies that pay to post, we actively scan over 20,000 companies to find remote positions. This means you get access to thousands more jobs, including ones from companies that don't typically post on traditional job boards. Our platform is dedicated to fully remote positions, focusing on companies that have adopted remote work as their standard practice.

How often are new jobs added?

New jobs are constantly being added as our system checks company websites every day. We process thousands of jobs daily to ensure you have access to the most up-to-date remote job listings. Our algorithms scan over 20,000 different sources daily, adding jobs to the board the moment they appear.

Can I trust the job listings on Remote First Jobs?

Yes! We verify all job listings and companies to ensure they're legitimate. Our system automatically filters out spam, junk, and fake jobs to ensure you only see real remote opportunities.

Can I suggest companies to be added to your search?

Yes! We're always looking to expand our listings and appreciate suggestions from our community. If you know of companies offering remote positions that should be included in our search, please let us know. We actively work to increase our coverage of remote job opportunities.

How do I apply for jobs?

When you find a job you're interested in, simply click the 'Apply Now' button on the job listing. This will take you directly to the company's application page. We kindly ask you to mention that you found the position through Remote First Jobs when applying, as it helps us grow and improve our service 🙏

Apply