🛠 Tech Stack

💼 About This Role

You'll lead accounting advisory projects for PE-backed portfolio companies, guiding improvements to close processes and financial reporting. You'll oversee client delivery, develop junior team members, and contribute to business development initiatives.

🎯 What You'll Do

• Prepare balance sheet reconciliations and journal entries
• Support SEC filings and financial reporting processes
• Guide implementation of cloud-based finance systems
• Advise clients on leveraging AI for close processes

📋 Requirements

• 10+ years of advisory and controllership experience
• 2+ years of hands-on Controllership in middle-market or PE-backed firms
• Hands-on experience with ERP systems like NetSuite, Sage, or MS Dynamics

✨ Nice to Have

• CPA or CA certification
• Experience with AI tools like Tableau, PowerBI, Alteryx
• Software SaaS or healthcare industry exposure

🎁 Benefits & Perks

• 🏆 Award-winning culture (Inc5000, Glassdoor Best Places)
• 🏖️ Flexible PTO
• 🧑‍💻 Remote/hybrid work options
• 📈 Career growth and mentorship opportunities

🚩 Heads Up

• Travel up to 40% domestically in bursts