Corporate Controller - Private Equity

Please apply and I can call you to talk - Seeking a Corporate Controller - please apply and I can call you to talk

Our client is a leading multi-asset class private markets solutions provider in the alternative asset management industry.

Our mission is to provide investors differentiated access to a broad set of investment solutions that address their diverse investment needs within private markets.

They have almost 24 billion assets under management

Position Title : Controller

Functional Role : Controller

Client Industry : PE / Hedgefunds

In-Office, Remote, Hybrid (I-O / Home) : In office

Submarket (75 / 635, Coit / Campbell)

Reason Position is Open : Current Controller is being promoted

How Long Has Role Been Open? As soon as we find his replacement

Steps Taken to Fill Role So Far? He just reached out to us

Base Salary : 150-200k

Bonus Potential : 20% bonus

PTO : 3 weeks

Other Benefits : Travel : None

Travel : None

1.Public company experience or Big 4 who works with public companies

2. Ideally experience in PE, Asset Management

3. 10k, 10q experience

4. Must come out of a complex accounting structure (typical with a lot of acquisitions)

Selling Points :

1. Company is in major growth mode

2. Outstanding culture / people

3. Challenging opportunity as their accounting structure is very complex

A publicly traded asset management firm headquartered in Dallas, Texas. The firm owns 7 management companies / investment advisors, including a large PE fund of funds, venture capital, impact capital, and credit that collectively manage about $23.

8 billion AUM. The Company is fast growing and highly acquisitive, acquiring 6 of these companies since 2020.

Job Description

the Corporate Controller will assume a strategic role in the overall management of the finance team. The Corporate Controller position is accountable for the financial operations of the company, to include financial and control systems designed to preserve company assets and report accurate financial results.

The ideal candidate is one that is currently managing an accounting team for a publicly traded company, with experience in the financial services industry that has a prior audit background at a CPA firm working on public company audits.

The Corporate Controller will work closely with the company's various business leaders.

This position requires a proven and trusted leader that has shown strong upward movement in their career. This position comes with high expectations and visibility.

We need a person with a high energy level and at the same time the understanding when to tempore this energy. We are seeking an individual with a strong work ethic, outstanding communications and interpersonal skills and a deep knowledge of accounting, financial reporting, business, finance, and people.

Responsibilities include but not limited to :

• Research complex accounting transaction and determine proper accounting treatment while coordinating with external auditors, including business combinations accounting.
• Institutes essential and required accounting policies, procedures, and controls.
• Regularly examines financial statements for accuracy to eliminate errors.
• Organizes and updates financial records; monitors all bookkeeping for corporate, accounts payable and cash management functions.
• Works with the subsidiary accounting teams as the liaison between the accounting teams and the external firm in its preparation of the external audit.
• Reviews accurate and timely-prepared corporate consolidated GAAP financial statements.
• Analyzes the impact of new accounting pronouncements and ensure the proper implementation thereof.
• Works with the accounting teams to ensure successful and swift completion of the month-end close process.
• Provides senior management and partners with accurate, actionable, and timely GAAP financial statements and management reporting, metrics, and counsel to achieve company goals.
• Drives process improvement activities to accelerate and enhance the company close cycle.
• Collaborates with management, as well as acquisition / legal team, to support the closing of acquisition targets. Supports the Purchase Accounting process and the financial and accounting integration of new acquisitions.
• Develops accounting policies and procedures aligned with all applicable standards with effective controls to ensure compliance with contractual and regulatory requirements.
• Provides stewardship over the company’s spending and cash with thoughtful consideration and timely oversight on expenses and cash outlays
• Participates in the management of the company’s financial Key Performance Indicators (KPI’s)
• Mentors the financial and accounting departments which include employee engagement and professional development.
• Evaluates and participates in contributing new programs / strategies to accelerate value creation.

Requirements

• Bachelor’s degree in accounting
• CPA certification
• Minimum of 10 years of experience working for / with publicly traded companies with at least 4 years in a supervisory role, preferably in asset management
• Prior audit experience at a large, international CPA firm
• Familiarity with the NetSuite Accounting system or other similar ERP systems
• Good working knowledge of Microsoft suite of products, Word, Excel, Outlook and PowerPoint
• Excellent interpersonal, organizational and communication skills
• Ability to effectively communicate with all levels of employees, including upper management
• Ability to lead others through clear communication, project planning and project prioritization
• Ability to manage multiple tasks and meet strict deadlines
6 days ago