Portfolio Controller - Private Equity Advisory

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Portfolio Controller - Private Equity Advisory based in United States.

This is a high-impact advisory role supporting private equity‑backed portfolio companies as they strengthen and scale their finance and accounting functions. You will act as a trusted partner to CFOs and operational leaders, helping them build disciplined, scalable controllership processes that align with investment theses and value creation goals. The role spans hands‑on accounting support, financial reporting oversight, and operational transformation across complex, fast‑moving environments.

You will work closely with both finance and non‑finance stakeholders, often in the context of acquisitions, integrations, and rapid organizational change. This position requires strong technical accounting expertise combined with a consulting mindset and the ability to operate across multiple client environments. You will also contribute to modernizing finance functions through cloud systems and data‑driven tools, including AI‑enabled solutions. The environment is collaborative, entrepreneurial, and focused on delivering measurable outcomes for private equity sponsors and their portfolio companies.

• Support portfolio companies in building and optimizing efficient monthly close processes, including journal entries, reconciliations, and financial statement preparation.
• Perform cash‑to‑accrual conversions, balance sheet reconciliations, and supporting schedules across key accounts such as intercompany, inventory, cash, and prepaids.
• Assist in preparing budgets, forecasts, management reporting packs, and regulatory financial reports.
• Guide clients in strengthening accounting compliance processes, including tax filings, 1099s, sales tax exemptions, and internal controls development.
• Support external audit readiness and coordinate audit processes to ensure timely and accurate completion.
• Advise on and support implementation of cloud‑based ERP and finance systems such as Net Suite, Microsoft Dynamics, or Quick Books.
• Partner with cross‑functional teams to integrate financial operations during acquisitions and portfolio company transformations.
• Contribute to operational improvement initiatives, including adoption of AI‑enabled and data‑driven finance solutions.

• 2–5+ years of controllership or accounting advisory experience, ideally within private equity‑backed portfolio companies.
• Strong background in accounting operations, including financial close, reconciliations, reporting, and compliance processes.
• Experience working with ERP systems such as Net Suite, Microsoft Dynamics, Quick Books, or similar platforms.
• Exposure to private equity environments, including buy‑and‑build or acquisition‑driven (roll‑up) strategies, is a plus.
• Familiarity with financial planning and analysis processes, including budgeting and forecasting.
• Experience with data analytics tools such as Tableau, Power BI, SQL, Python, Alteryx, or Snowflake is an advantage.
• Strong analytical and problem‑solving skills with attention to detail and process improvement orientation.
• Ability to work across multiple stakeholders and communicate effectively in fast‑paced, client‑facing environments.
• CPA or equivalent certification is preferred, along with a degree in accounting or finance.
• A continuous learning mindset with openness to emerging technologies, including AI and automation.

• Comprehensive healthcare coverage including medical, dental, and vision insurance.
• 401(k) retirement plan with company matching contributions.
• Generous parental and maternity leave policies.
• Flexible spending accounts and wellness reimbursement programs.
• Technology stipends to support remote and hybrid work environments.
• Flexible work arrangements with travel structured thoughtfully around client needs.
• Professional development opportunities and exposure to complex private equity engagements.
• Inclusive, collaborative culture focused on growth, learning, and impact.