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.
Accountabilities:
- 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 NetSuite, Microsoft Dynamics, or QuickBooks.
- 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 NetSuite, Microsoft Dynamics, QuickBooks, 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.
Requirements:
Benefits:
Investment Banking pay context
Based on 566 disclosed Investment Banking salaries on RoleSuite, the role pays a median of $123K/year, with most offers between $90K and $166K (10th–90th percentile: $72K–$225K).
See the full Investment Banking salary breakdown →