Job Title: Financial Controller
Location: Preferably in/near one of the following areas: Boston, MA / Albany, NY / Charlotte, NC
Position Type: Full-time
Reporting Structure: CEO
Excellent opportunity for a skilled financial leader with a Big 4 CPA background and business consolidation experience. Company has consistently doubled in size each year since inception and expects to maintain this trajectory.
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.
• 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 executive team members 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.
• 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 strongly desired, preferably with experience at a Big 4 audit firm.
• 5+ years of relevant hands-on financial experience, with a deep focus on managing acquisitions and integrating multiple companies (REQUIRED).
• Solid understanding of GAAP principles and financial analysis.
• Experience with business consolidations and managing multi-entity financial structures, preferably with experience rolling up multiple companies.
• Excellent proficiency in Microsoft Office suite, QuickBooks and NetSuite; experience with ERP systems is a plus.
• People management experience (will have five direct reports).
• Strong strategic, organizational, analytical, and leadership skills.
• Experience in a high-growth, fast-paced environment, ideally in a private equity-backed company.
• Excellent communication skills with the ability to collaborate with internal and external stakeholders.
• Eligible to work directly for any U.S. employer without ever needing sponsorship.
• Currently reside in the Eastern Time Zone, preferably in one of the following areas: Charlotte, NC, Boston, MA, or Albany, NY.
Compensation and Benefits:
• Competitive salary, including equity
• Comprehensive benefits package, including health, dental, and retirement plans
• Employee discounts on IT services