Manager of Financial Reporting (Remote)$135,000 - $160,000 + 10% BonusEmail your word document resume to and reference the subject
"Manager of Financial Reporting"Job Duties & Responsibilities- Lead the preparation and distribution of comprehensive financial statements in accordance with GAAP and Private Equity reporting standards.
- Synthesize complex trial balances across multiple entities to ensure 100% reporting accuracy.
- Drive the "Add Back" process for EBITDA calculations, identifying pro-forma adjustments crucial for PE valuation and performance tracking.
- Architect and maintain Power Query workbooks to automate the flow of data from ERP (NetSuite) systems into standardized reporting templates.
- Manage the reporting interface with ensuring all portfolio data is formatted and uploaded correctly for the PE sponsor's review.
- Direct the integration of newly acquired businesses, mapping historical data to create two-year comparability financials for executive analysis.
- Partner directly with the CEO, CFO, and COO to provide commentary and insights that explain the "why" behind the numbers.
- Oversee Debt Covenant Compliance, monitoring financial ratios to ensure the company remains in good standing with lending partners.
- Facilitate the annual audit process as the primary point of contact for Deloitte, ensuring a clean and efficient review.
- Collaborate with external advisory firm on specialized technical accounting projects and Quality of Earnings (QofE) transitions.
- Modernize legacy reporting processes by migrating manual Excel workbooks into next-generation planning and reporting systems.
- Analyze regional performance metrics, helping the leadership team evaluate the profitability of geographical expansion "recipes".
- Present monthly financial packages to the PE board, acting as a trusted advisor on the company's fiscal health and growth trajectory.
Experience - A Bachelor's degree in Accounting or Finance; CPA or progress toward it is highly preferred.
- Direct experience in Public Accounting or a background managing complex PE reporting packages.
- Expert-level proficiency in Excel and a deep understanding of aligning disparate balance sheets for consolidated reporting.
- Prior experience within a Private Equity Portfolio Company (PortCo) with a solid grasp of EBITDA, Pro-forma financials, and Add Backs.
