US Finance Controller

Responsibilities

• Prepare timely and accurate financial results for the three US Permira entities in line with the global reporting timetable, providing variance analysis and commentary on a monthly and quarterly basis.
• Ownership and oversight of the Balance Sheet across all three US entities, ensuring appropriate reconciliations and supporting documentation are provided for all general ledger accounts monthly.
• Cash management; including forecasting, cash flow analysis, liaising with treasury and maintaining strong relationships with our banking providers.
• Line management responsibility for a finance/office manager based in New York, overseeing the production of monthly management accounts, inter-group recharges, invoices, purchase ledger and expenses.
• Aid in the preparation of the annual budget for the US entities, leading and coordinating input from strategy heads and central cost teams, and maintaining monthly forecasting.
• Oversee payroll and all payroll-related items across the US entities, managing the complexity of a dual workforce structure encompassing both employees and partners, including carry distributions and related compensation items, and leading the annual 401(k) audit.

Statutory, Regulatory & Tax

• Manage the annual financial audits with PwC and oversee the preparation of the annual financial statements for all US entities.
• Liaise with internal and external tax specialists on all tax related matters and new business developments. Demonstrate a sound understanding of US federal and state tax rules as they apply to the firm’s US entities, including jurisdiction-specific taxes such as the Unincorporated Business Tax (UBT).
• Own and maintain the management reporting to GAAP to Tax reconciliation, ensuring accuracy and completeness across all US entities.
• Track and monitor Net Operating Losses (NOLs), Deferred Tax Assets (DTAs) and Deferred Tax Liabilities (DTLs), ensuring appropriate recognition and documentation in line with group policy.
• Ensure compliance with SEC regulatory requirements for the registered entity, including the preparation and timely filing of required regulatory reports with support from third-party advisors.
• Maintain an awareness of ongoing SEC rule changes and regulatory developments, coordinating with Compliance and Legal to ensure the firm remains up to date.

Transformation

• Critically evaluate and review existing processes to ensure that robust controls are implemented and adhered to.
• Contribute to driving improvements of the current finance systems, processes and policies.
• Work with other regional managers/controllers to drive consistency of reporting globally (Chart of Accounts, balance sheet reconciliations, intercompany).
• Provide training and guidance to relevant stakeholders across the organization on finance processes, systems and controls, as applicable.

Pay

The salary range for this role is $130k to $175k, with bonus and competitive benefits provided in addition.