Overview
This role is for a Controller at a portfolio company within the organization’s group of B2B ERP and technology services firms. The business is entering a period of real growth and is preparing for a transition to a new ERP platform.
Responsibilities
- Own accounting operations across multiple lines of business and consolidated reporting.
- Lead the month-end close with a focus on accuracy, timeliness, and continuous process improvement.
- Oversee annual audit activities, general ledger accounting, treasury, accounts receivable and billing, and accounts payable.
- Lead, develop, and support a small team of accounting professionals.
- Deliver the monthly reporting package, including financial statements, presentation materials, and clear variance-focused commentary for company leadership.
- Play a leading role in the transition to a new ERP platform, including data flows, system setup to enable growth, and integration with group reporting.
- Partner closely with the group accounting team on audit, capital expenditures, sales tax, and consolidation.
- Identify and act on opportunities to strengthen systems, controls, and reporting as the business scales.
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field.
- Active or recently active CPA license, or equivalent.
- 8+ years of progressive accounting experience, including people leadership.
- Demonstrated ownership of month-end close and financial reporting.
- Strong working knowledge of GAAP, with particular emphasis on ASC 606 revenue and cost recognition standards.
- Hands-on experience with mid-market ERP systems such as Business Central or Acumatica.
- Advanced Excel skills and the ability to produce clear, executive-ready reporting.
- Exceptional attention to detail, sound judgment, and a commitment to deadlines.
- A genuine desire to learn, grow, and take on increasing responsibility.
Preferred Qualifications
- Experience in a private equity-backed or public organization.
- ERP implementation or migration experience.
- Background in professional services, consulting, or technology services.
- Power BI experience.
Compensation & Benefits
- Competitive benefits package, including medical, dental, and vision.
- Generous PTO and company-observed holidays.
- 401(k) with employer match.
- Professional development opportunities.
Location
Not specified in the provided description.