Portfolio Controller
Posted 11 Aug 2022
Advertised as “Portfolio Controller - Private Equity Advisory”
BranchFactor Summary
The original posting with the fluff stripped out
- Expected experience
- 5+ yrs
- Management level
- People management
- Employment
- Remote
No salary listed for this role.
CertificationsCertified Public Accountant, Chartered Accountant
Field of studyAccounting, Finance
Study levelBachelor's
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.
Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.
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 build for the future. 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.
What you'll do:
You will lead and deliver a range of Controllership-related engagements, including interim leadership roles, defined projects, accounting function assessments, and implementation of improvement plans. Across every engagement, you can expect to encounter ambiguous problems where you will need to quickly assess the situation, determine what needs to be done, drive "hands-on-keyboard" execution of solutions, align stakeholders, and communicate risks and recommendations clearly — transitioning best-in-class processes and sustainable solutions to the client. You should expect to move between advising, leading, and hands-on execution based on what the engagement requires. Client environments are often fast-moving and imperfect — with limited transition, incomplete information, or competing priorities — and you will be expected to move the work forward with appropriate independence.
General Accounting Close Support
- Serve as an extension of the client's accounting organization by providing execution support when resources are limited (understaffed, in transition, or undergoing significant change), while helping establish the processes, roles, and capabilities required for long-term sustainability.
- Aid clients in developing a streamlined monthly close process.
- Assist with cash-to-accrual conversions and the creation of supporting schedules.