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CrossCountry ConsultingCC

Portfolio Controller - Private Equity Advisory

CrossCountry Consulting is a leading business advisory firm that partners with clients to deliver specialized finance, operations, and technology services.

CrossCountry Consulting

Employee count: 501-1000

United States only

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From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.
Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.
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”

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/.

Equal Employment Opportunity (EEO)

CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace.
As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.

About the job

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Posted on

Job type

Full Time

Experience level

Education

Bachelor degree

Experience

2 years minimum

Location requirements

Hiring timezones

United States +/- 0 hours

About CrossCountry Consulting

Learn more about CrossCountry Consulting and their company culture.

View company profile

At the heart of what we do is a culture of excellence, energy, collaboration, and impact. Founded in 2011, CrossCountry Consulting is not simply a business advisory firm but a trusted partner determined to deliver measurable results and a better experience for our clients. With our headquarters in McLean, Virginia, and additional offices across the United States, we offer specialized finance, operations, and technology advisory services. Our team is composed of talented professionals with extensive backgrounds who work collaboratively to solve today’s challenges and create lasting value for our clients.

We focus on delivering tailored integrated solutions in areas such as accounting and risk, technology-enabled transformation, and managing transactions. Our commitment to our people means we foster an environment where personal growth and professional development are paramount, ensuring that our team members are motivated, valued, and engaged in their work. We understand the complexities of today's business landscape and are dedicated to guiding our clients through every challenge they face, helping them to not only mitigate risks but also seize opportunities for innovation and efficiency.

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CrossCountry Consulting

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