CrossCountry Consulting

Portfolio Controller - Private Equity Advisory

CrossCountry Consulting$110K — $130K *
US-AnywhereRemote in United States
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-5+ years of controllership experience in Private Equity-backed companies, preferably in Manufacturing/Distribution, Software SAAS, or Healthcare.
  • Experience managing billing functions in high-volume, PE-backed environments.
  • Familiarity with accounting/finance systems like NetSuite, MS Dynamics, QuickBooks, or other ERPs.
  • Experience with buy and build investment strategies or roll-ups is advantageous.
  • Proficient with data analytics tools such as Tableau, PowerBI, Alteryx, Snowflake, SQL, or Python.
  • Ability to responsibly leverage AI tools for productivity enhancements.
  • Experience mentoring junior team members and resolving complex project issues.

Responsibilities

  • Support clients in developing efficient monthly accounting close processes.
  • Assist with cash to accrual conversions and prepare supporting schedules.
  • Validate asset existence and prepare related roll forwards.
  • Prepare balance sheet reconciliations, including intercompany and inventory.
  • Contribute to accounting compliance and prepare financial statements and internal control policies.
  • Help clients in budget preparation and management reporting.
  • Guide firms through cloud-based finance system implementation.
  • Liaise with IT to integrate financial systems post-acquisition.

Benefits

  • Comprehensive healthcare options including medical, dental, and vision coverage.
  • Flexible spending accounts and a 401(k) plan with company matching.
  • Generous parental and maternity leave policies.
  • Technology stipends and wellness reimbursement programs to support personal well-being.
Full Job Description
By joining our rapidly growing Private Equity practice you will serve as a trusted partner to our Private Equity clients and their portfolio companies. You'll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery. In today's competitive deal market, Private Equity is increasingly turning to operational enhancements as a driver for value creation in their investment portfolio. It is essential for Private Equity funds to have a portfolio support team, either internally or externally, to guide CFOs as they build a scalable accounting and finance function that supports the investment thesis. We are experienced operators, who serve as an extension of leading Private Equity sponsors to drive meaningful and sustainable operational changes across their portfolios. What you'll Do: General Accounting Close Support • Aid clients in developing a streamlined monthly close process • Assist with cash to accrual conversions and the creation of supporting schedules • Validate the existence of assets and prepare associated roll forwards • Prepare balance sheet reconciliations (intercompany, inventory, cash, prepaids, etc.) • Support various aspects of accounting compliance, including tax forms, sales tax exemptions, 1099s, etc., while also contributing to the preparation of financial statements and the development of internal controls and policies • Help prepare budgets or forecasts and develop reports for management or regulatory bodies • Guide the implementation of cloud-based finance and accounting systems • Manage the preparation of journal entries, invoices, and reconciliation of accounts during monthly or annual closings • Guide companies through efficient external audit processes Financial Reporting Support • Improve financial planning and analysis (budgeting, forecasting, data analysis) • Review of monthly internal financial reporting packs • Review of monthly regulatory reporting Operations Support • Liaise with business units outside of accounting to incorporate relevant functions into an integration plan • Help IT teams integrate acquiree and acquirer financial systems • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards. • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes. What You'll Bring
  • A minimum of 2-5+ years of prior controllership experience advising Private Equity-backed portfolio companies, preferably within Manufacturing/Distribution, Software SAAS and/or Healthcare industries or with a broad industry experience within the B2B space
  • Prior experience overseeing and managing a billings function in a high volume, PE-backed environment
  • Prior experience with accounting and/or finance systems preferably NetSuite, MS Dynamics, QuickBooks or other ERP systems
  • In the PE space, the buy and build investment strategy and roll-up strategy are prevalent, experience working through roll-up strategies and acquisitions are a plus
  • Experience with -OR- significant exposure to various data analytics tools such as: Tableau, PowerBI, Alteryx, Snowflake, SQL, Python, etc.
  • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
  • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards
  • Experience mentoring and developing junior team members and helping project teams resolve multi-faceted issues
Qualifications:
  • Bachelor's degree in accounting or finance
  • CPA or CA certification preferred
  • As one might expect, travel is innate in some of our projects. With that said, our approach to travel is a thoughtful, meaningful one and we do our best to avoid scheduling back-to-back extended travel projects. Even so, travel will vary project-to-project based on client preferences and may sometimes come in "bursts"
#LI-OC1 #LI-Remote Benefits Summary The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: https://www.crosscountry-consulting.com/careers/benefits/.

About CrossCountry Consulting

CrossCountry Consulting is a management consulting firm that provides advisory services to clients in various industries, including financial services, healthcare, and technology. The company was founded in 2011 by Dave Kay and Evan Farren. CrossCountry Consulting offers a range of services, including finance transformation, risk and compliance, and technology solutions. The company is headquartered in Arlington, Virginia.
Learn more about CrossCountry Consulting
Size
500 employees
Industry
Founded
2011
5 Year Trend
+50%
Revenue
$50 million

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