Controller/VP, Finance, CFO Advisory Services

Essential Duties

• Serve as interim VP of Finance, Controller or senior finance leader for client organizations.
• Lead and improve monthly, quarterly, and annual close processes, including financial statement preparation, account reconciliations, accruals, consolidation, and management reporting.
• Develop timely, accurate, and decision-useful reporting packages for executive leadership, boards of directors, lenders, and private equity sponsors.
• Support budgeting, forecasting, cash-flow management, working-capital analysis, and financial modeling.
• Audit readiness, including audit schedules, PBC coordination, financial statement support, and issue resolution.
• Advisory on U.S. GAAP, technical accounting matters, financial reporting requirements, and accounting policy implementation.
• Support transaction-related work, including pre-transaction accounting cleanup, quality-of-earnings readiness, diligence coordination, carve-out support, and post-close integration.
• Partner with private equity operating teams and portfolio company leadership to establish reporting disciplines, improve visibility into performance, and support value-creation initiatives.
• Evaluate and support enhancements to ERP systems, reporting tools, and finance technologies.
• Communicate clearly and confidently with client executives and other stakeholders, translating complex financial matters into practical recommendations and action plans.
• Contribute to the growth and collaborative culture of the CFO Advisory Practice.

Skills and Experience

• Bachelor’s degree in accounting required.
• CPA strongly preferred; MBA or other relevant advanced degree is a plus.
• Progressive accounting and finance experience, with the capability to perform effectively at the Controller and/or VP of Finance level.
• Prior public accounting experience required, ideally including audit, assurance, transaction advisory, accounting advisory, or similar client-service experience.
• Meaningful corporate or in-house finance and accounting experience required, including leadership responsibility within a company finance function.
• Experience supporting private equity-backed companies and working directly with PE sponsors, operating partners, boards, or lender groups strongly preferred.
• Strong knowledge of U.S. GAAP, financial statement preparation, close processes, internal controls, audit support, and financial reporting.
• Experience with budgeting, forecasting, cash-flow management, financial modeling, and operational finance preferred.
• Demonstrated ability to assess ambiguous situations, prioritize urgent needs, and implement sustainable solutions in dynamic client environments.
• Strong proficiency with Excel and familiarity with ERP and financial reporting systems.
• Exceptional communication, interpersonal, project-management, and problem-solving skills.
• Professional presence and the ability to establish trust quickly with executives, finance teams, auditors, and other stakeholders.