Financial Controller

About the role

Heritage Holding is a private equity firm focused on operational growth and acquisitions. This is an excellent opportunity for a skilled financial leader with M&A/roll-up and business consolidation experience. The Controller will oversee the Heritage Fencing platform and 1bios, the Heritage remote patient monitoring platform, with a transition to focus full-time on one platform within the next 6–12 months.

Responsibilities

• Lead the preparation of consolidated financial statements for multiple entities on a monthly, quarterly, and annual basis, ensuring accuracy and compliance with GAAP.
• Lead post-acquisition financial integrations, including ERP migrations, accounting changes, and consolidation of financials.
• Conduct in-depth financial analysis, including variance, trend, and cost analysis, to support strategic decision-making.
• Lead weekly KPI reporting and distribution to operational leaders and Heritage team.
• Manage cash flows across the organization, ensuring optimal liquidity and forecasting future financial needs.
• Serve as the primary contact for external auditors and coordinate due diligence processes with Heritage Holding’s team.
• Oversee the budgeting process, create detailed budgets, track performance, and provide variance reports.
• Ensure compliance with financial regulations, including tax filings, government reporting, and financial disclosures.
• Manage financial data input into ERP systems, oversee reporting, invoicing, and audit preparation; optimize ERP tools for reporting and automation.
• Lead initiatives to streamline and improve financial processes, enhancing accuracy and efficiency.
• Identify cost-saving opportunities and present recommendations to senior management.
• Act as the point of contact for financial institutions and lenders, managing reporting and compliance with loan covenants.
• Supervise payroll processes to ensure accuracy, compliance, and timely reporting.
• Work closely with regional bookkeepers and financial managers to improve and systematize bookkeeping and accounting procedures.
• Assist with acquisition processes, including due diligence, opening-day balance sheets, net working capital, tax liability assessments, asset valuations, etc.
• Participate in and lead ad-hoc financial projects related to M&A, financial system integrations, and other strategic initiatives.

Qualifications

• CPA qualification preferred.
• 5+ years of relevant hands-on financial experience, with a focus on managing acquisitions and multi-entity financial structures or integrating multiple companies.
• Experience within a fast-paced business consolidation or roll-up environment.
• Strong understanding of percent-of-completion (PoC) and field services/project-based accounting is highly preferred.
• Strong understanding of GAAP principles and financial analysis.
• Excellent proficiency in Microsoft Office suite and QuickBooks; experience with ERP systems (Sage, NetSuite, and others) is a plus.
• Strong organizational, analytical, and leadership skills.
• Experience in a high-growth environment, ideally in a private equity-backed company.
• Comfortable in an entrepreneurial role: willing to roll up sleeves, establish new processes/systems, and navigate evolving team structures.
• Excellent communication skills with the ability to collaborate with internal and external stakeholders.
• Willingness to travel as needed to companies within the platform to meet with local bookkeeping and finance resources.

Compensation and Benefits

• Competitive salary and bonus opportunities, including equity.
• Comprehensive benefits package, including health, dental, and retirement plans.

Reporting Structure

Reports directly to the platform CEO and to the Heritage Holding CFO and senior team.