Portfolio Controller - Private Equity Advisory

From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.

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By joining our rapidly growing Private Equity practice you will serve as a trusted partner to our Private Equity clients and their portfolio companies. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery.  

 

In today’s competitive deal market, Private Equity is increasingly turning to operational enhancements as a driver for value creation in their investment portfolio. It is essential for Private Equity funds to have a portfolio support team, either internally or externally, to guide CFOs as they build a scalable accounting and finance function that supports the investment thesis. We are experienced operators, who serve as an extension of leading Private Equity sponsors to drive meaningful and sustainable operational changes across their portfolios.

 

·       Aid clients in developing a streamlined monthly close process

·       Assist with cash to accrual conversions and the creation of supporting schedules

·       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., while also contributing 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

·       Guide the implementation of cloud-based finance and accounting systems

·       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, in accordance with company policies on data protection, intellectual property, and professional standards.

·    Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.