Financial ControllerLocation: Preference for hybrid (Boston, NYC), open to remote with travel
Key Responsibilities:- Financial Reporting: Lead the preparation of consolidated financial statements for multiple entities on a monthly, quarterly, and annual basis, ensuring accuracy and compliance with accounting standards (GAAP).
- Financial Integration: Lead post-acquisition financial integrations for future acquisitions including ERP migrations, accounting changes, and consolidation of financials.
- Financial Analysis: Conduct in-depth financial analysis, including variance analysis, trend analysis, and cost analysis, to provide insights into the company's financial performance and support strategic decision-making.
- KPI Reporting and Analysis: Lead efforts on reporting weekly key-performance-indicators and distributing to operational leaders and Heritage team.
- Cash Flow Management: Manage cash flows across the organization, ensuring optimal liquidity and forecasting future financial needs.
- Audit Coordination: Serve as the primary contact for external auditors, ensuring a smooth audit process and timely resolution of audit issues. Work closely with Heritage Holding's team to manage due diligence processes.
- Budgeting & Forecasting: Oversee the budgeting process, creating detailed budgets, tracking performance, and providing variance reports to support leadership's decision-making.
- Compliance: Ensure the company remains compliant with all financial regulations, including tax filings, government reporting, and financial disclosures.
- ERP System Oversight: Manage financial data input into ERP systems, overseeing reporting, invoicing, and audit preparation. Optimize the use of ERP tools for financial reporting and automation.
- Process Improvement: Lead initiatives to streamline and improve financial processes, enhancing accuracy and efficiency across the finance function.
- Cost Management: Identify opportunities for cost savings across the organization and present recommendations to senior management.
- Lender Relations: Act as the point of contact for financial institutions and lenders, managing financial reporting and compliance with loan covenants.
- Payroll Oversight: Supervise payroll processes to ensure accuracy, compliance, and timely reporting.
- Regional Bookkeeper & Financial Manager Oversight: Work closely with the bookkeeping and financial management staff at each entity to improve/systematize bookkeeping and accounting procedures.
- M&A: Assist Heritage in acquisition process (diligence, opening day balance sheets, net working capital, assess tax liabilities, asset valuations, etc.)
- Ad-Hoc Financial Projects: Participate in and lead special projects related to mergers and acquisitions, financial system integrations, and other strategic initiatives as needed.
Qualifications:- CPA qualification preferred
- 5+ years of relevant hands-on financial experience, with a focus on managing acquisitions, plus multi-entity financial structures/ integrating multiple companies.
- Experience within a fast-paced business consolidation or at a roll-up.
- Strong understanding of percent-of-completion (PoC) and field services/ project-based accounting is highly preferred.
- Strong understanding of GAAP principles and financial analysis.
- Excellent proficiency in Microsoft Office suite and QuickBooks ); experience with ERP systems (Sage, Netsuite, and others) is a plus.
- Strong organizational, analytical, and leadership skills.
- Experience in a high-growth environment, ideally in a private equity-backed company.
- Comfortable in an entrepreneurial role (i.e. willing to roll-up sleeves, establish new processes/ systems, and can navigate evolving team structures).
- Excellent communication skills with the ability to collaborate with internal and external stakeholders.
- Willingness to travel as needed to companies within the platform to meet with local bookkeeping and finance resources.
Compensation and Benefits- Competitive salary and bonus opportunities, including equity
- Comprehensive benefits package, including health, dental, and retirement plans
Reporting Structure- Reporting directly to the platform CEO and to the Heritage Holding CFO and senior team.
