To Apply for this Job Click Here

Key Responsibilities

• Oversee daily accounting operations, including treasury management and accounts payable.
• Review and reconcile daily cash activity and key financial accounts.
• Streamline financial workflows and reporting processes using tools such as NetSuite and Salesforce.
• Manage client time-tracking processes and ensure integration with financial reporting.
• Optimize the use of internal and external resources to control financial operating costs.
• Lead the monthly close process, analyze results, and investigate variances.
• Prepare and distribute financial reports, management analyses, and board-level presentations.
• Develop and maintain rolling cash flow forecasts to manage liquidity and borrowing needs.
• Drive the annual budgeting process and provide regular updates on forecasts for P&L, balance sheet, and cash flow.
• Ensure compliance with all tax, audit, and reporting requirements, including K-1 distributions.
• Establish and maintain robust internal controls, policies, and accounting procedures.
• Provide financial insights and recommendations to senior leadership to support decision-making.

Qualifications

• Bachelor's degree in accounting or related field.
• CPA, CMA, or progress toward certification preferred (experience considered in lieu).
• Advanced Excel skills and experience in financial modeling within an FP&A environment.
• Prior experience as a Controller in a high-growth or fast-paced company strongly preferred.
• Proficiency with NetSuite, Salesforce, or comparable financial systems preferred.
• Experience within an advisory or portfolio company environment is a plus.

Additional Information

This position offers the opportunity to make a meaningful impact on a growing organization by driving financial excellence, optimizing processes, and partnering closely with executive leadership to support long-term strategic goals.

To Apply for this Job Click Here