Overview
The organization is seeking a Controllership professional to support its rapidly growing Private Equity practice. In this role, you will partner with Private Equity clients and their portfolio companies to deliver tailored, integrated solutions that address current challenges and build future value.
This position involves leading controllership-related engagements, advising and aligning stakeholders, and completing hands-on execution as needed. Client environments are often fast-moving and imperfect, requiring independence and the ability to drive work forward with limited transition and incomplete information.
Responsibilities
Lead and deliver controllership engagements, including:
- Interim leadership roles
- Defined projects
- Accounting function assessments
- Implementation of improvement plans
Across engagements, you will:
- Assess ambiguous situations, determine what needs to be done, and execute solutions end-to-end
- Align stakeholders and clearly communicate risks and recommendations
- Help transition best-in-class processes and sustainable solutions to client teams
- Move between advising, leading, and hands-on execution based on engagement needs
General Accounting Close Support
- Serve as an extension of the client’s accounting organization by providing execution support when resources are limited (understaffed, in transition, or undergoing significant change), while establishing processes, roles, and capabilities for long-term sustainability
- Assist clients in developing a streamlined monthly close process
- Support cash-to-accrual conversions and the creation of supporting schedules
- Improve and manage close processes by preparing, reviewing, or creating journal entries, reconciliations, and financial statements
- Strengthen accounting policies, internal controls, compliance, and external audit readiness
- Support implementation of finance and accounting systems
Financial Reporting Support
- Collaborate on financial planning and analysis, including budgeting, forecasting, and data analysis
- Review monthly internal financial reporting packs
- Review monthly regulatory reports
Operations Support
- Evaluate the controllership operating model, including team capabilities and systems, to identify root causes, risks, and improvement opportunities, and translate findings into a prioritized roadmap
- Assess organizational needs and help clients build scalable accounting functions through role definition, organizational design, hiring support, onboarding, and knowledge transfer
- Lead targeted initiatives such as inventory accounting optimization, intercompany redesign, revenue recognition operationalization, policy development, and internal control enhancements
- Identify needs beyond the immediate engagement and connect clients with appropriate subject matter expertise
- 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 leadership to identify opportunities to enhance client solutions and internal processes
What You’ll Bring
- 5+ years of prior controllership experience advising Private Equity-backed portfolio companies, preferably within software/SaaS, manufacturing, or healthcare industries, and/or broad experience in the B2B space
- Consulting mindset:
- Ability to assess unfamiliar and often unstructured environments, structure complex challenges, and establish priorities with appropriate independence
- Comfort flexing between advising, leading, and hands-on execution based on client needs
- Ability to develop actionable recommendations and communicate progress, risks, and key decisions through client presentations and status updates for PE sponsors, executives, finance leaders, and accounting teams
- Curiosity, adaptability, and a builder mindset:
- Ability to apply prior experience and judgment to unfamiliar industries, business models, and accounting challenges
- Comfort stepping into new situations, learning quickly, and executing critical work while building scalable processes, teams, and capabilities
- Prior experience with accounting and/or finance systems, preferably NetSuite, Sage Intacct, QuickBooks, or other ERP systems
- Experience supporting buy-and-build strategies, roll-ups, or acquisitions is a plus
- Commitment to continuous learning and adoption of firm-approved AI, automation, and emerging technologies to enhance productivity and innovation
- Comfort with AI, including demonstrated ability to responsibly explore and adopt firm-approved AI tools
- Continuous learning mindset aligned with firm policies and client standards
- Experience mentoring and developing team members
- Travel is inherent in some projects, may vary by client preferences, and may sometimes occur in “bursts” (the approach avoids scheduling back-to-back extended travel where possible)
Qualifications
- Bachelor’s degree in Accounting or Finance
- CPA or CA certification preferred
Compensation & Benefits
- Comprehensive healthcare options including medical, dental, and vision coverage
- Flexible spending accounts
- 401(k) with company matching
- Generous parental and maternity leave policies
- Technology stipends
- Wellness reimbursement programs
Equal Employment Opportunity (EEO)
The organization provides equal employment opportunities (EEO) to all employees and applicants for employment and is committed to complying with federal, state, and local laws. Discrimination and harassment are prohibited, and the organization is committed to pay transparency and applicable labor laws.