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.
T2441034EG_1763583980