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Portfolio Controller

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: Socket.dev
Full Time position
Listed on 2026-07-31
Job specializations:
  • Accounting
    Financial Reporting, Financial Controller, Financial Compliance, Financial Analyst
Salary/Wage Range or Industry Benchmark: 120000 - 200000 USD Yearly USD 120000.00 200000.00 YEAR
Job Description & How to Apply Below

About Us

Broad Peak Investment Group (BIG) is a multi-company investment platform that acquires, builds, and scales businesses across a diverse set of industries: mobility/EV, sports and entertainment, food and beverage manufacturing, hospitality and recreation, indoor entertainment / technology licensing, and education. Our active portfolio spans early-stage joint ventures to mature, multi-hundred-location franchise operations.

The Role

We're hiring a hands‑on Portfolio Controller to own accounting across the full BIG platform — every owned and majority‑controlled company, every new startup and joint venture, and the family‑office entities behind them. This is not a single‑entity bookkeeping role. You will build, standardize, automate, and run the accounting function for a growing group of businesses that vary widely in industry, deal structure, and financial maturity: from newly‑formed entities with no accounting history to mature franchise systems with decades of financial infrastructure.

Location

Atlanta, GA — on‑site.

What You’ll Own
  • Multi‑entity accounting & close.

    Run monthly close, the general ledger, and financial reporting across all portfolio and family‑office entities on a fixed cadence; build a standardized chart of accounts and templates so every entity rolls up cleanly to a BIG‑level consolidated view; own AP/AR, payroll coordination, intercompany, and cash management for entities without dedicated finance staff.
  • Portfolio & family‑office reporting.

    Produce consolidated P&L, balance sheet, and cash flow by entity and rolled up, plus investment‑level views for the Investment team; flag cash burn, working‑capital issues, and covenant / loan‑compliance risk early; support family‑office reporting across holding companies, real estate, trusts, and personal entities with discretion; support deal teams with financial due diligence.
  • New entity & deal integration.

    Stand up accounting infrastructure for newly acquired or launched entities within 30–60 days of close — chart of accounts, banking, and initial controls; coordinate with legal on entity‑structure implications, including JV structures with domestic / international splits and multi‑currency needs; support franchise‑specific accounting (FDD financial disclosures, royalty tracking, unit‑level economics).
  • Systems, automation & AI.Own the accounting tech stack across the group — Quick Books Online for early‑stage and smaller entities, scaling to Net Suite (or comparable ERP) as entities mature — and lead migrations cleanly; deploy AI and automation across the close, AP/AR, reconciliations, reporting, and anomaly detection to run a lean function at operator speed.
  • Global team leadership.

    Build, manage, and develop a hybrid U.S. and offshore accounting team; set the standards, workflows, and review structure that let a distributed team deliver an accurate, on‑time close.
  • Controls, tax & compliance.

    Implement practical financial controls across entities that currently have none, plus a documented controls checklist used for every future acquisition; manage external tax and audit relationships as needed, per entity.
What You’ll Need
  • Systems — both ends of the spectrum.

    Hands‑on experience with corporate ERP (Net Suite or comparable) and small‑business accounting (Quick Books) is required; you’ve run both and migrated between them.
  • AI & automation — a must.

    Demonstrated, hands‑on experience implementing and using AI‑driven automation in a finance or business context. You can point to specific tools you deployed and the time and cost they removed.
  • Global team building.

    Track record building and managing offshore / distributed accounting teams for multi‑entity or global operations.
  • 8+ years of accounting experience, with meaningful time in private equity portfolio accounting, family‑office accounting, or multi‑entity corporate accounting (public accounting with PE / family‑office clients also works), including standing up accounting functions from scratch.
  • Comfort with ambiguity and variety— you’ll context‑switch across manufacturing, hospitality, sports, and consumer franchise businesses in the same week — plus strong Excel / financial‑modeling skills and…
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