Portfolio Controller - Private Equity Advisory

About the role

We are an advisory firm committed to fostering a collaborative, enthusiastic, generous, and perseverant work environment. Our services span accounting and risk, technology-enabled transformation, and transactions. We partner with Private Equity clients to deliver tailored integrated solutions that address current challenges and pave the way for future success.

Responsibilities

• Aid clients in developing a streamlined monthly close process
• Avoid and 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.
• Contribute 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
• Manage the preparation of journal entries, invoices, and reconciliation of accounts during monthly or annual closings
• Guide companies through efficient external audit processes
• Improve financial planning and analysis (budgeting, forecasting, data analysis)
• Review of monthly internal financial reporting packs
• Review of monthly regulatory reporting
• Liaise with business units outside of accounting to incorporate relevant functions into an integration plan
• Help IT teams integrate acquiree and acquirer financial systems
• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients
• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes
• Mentor and develop junior team members and help project teams resolve multi-faceted issues

Requirements

• 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, experience working through roll-up strategies and acquisitions is a plus
• Significant exposure to various data analytics tools such as: Tableau, PowerBI, Alteryx, Snowflake, SQL, Python, etc.
• Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
• Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards

Qualifications

• Bachelor’s degree in accounting or finance
• CPA or CA certification preferred

Benefits

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.

Schedule

Even though travel is inherent in some of our projects, we strive to manage it thoughtfully and meaningfully. Travel varies project-to-project based on client preferences and may sometimes come in “bursts.”

Pay

Details about pay are not specified in this posting.