Portfolio Controller

Overview

Work directly with cofounders to lead accounting operations and financial reporting for a well capitalized investment platform with national reach, driving best-in-class processes and portfolio-wide impact across diverse operating companies.

• Entrepreneurial Impact:
  Join a high-end, nimble, high-ownership team where your work directly shapes portfolio company accounting and finance practices.
• Architect, Systematize and Scale:
  Build and standardize processes & reporting across the portfolio (and investment platform) to match the rigor of a $1B+ investment platform.
• High EQ leadership:
  Partner closely with portfolio company controllers, coaching and influencing through strong relationships and clear financial communication.

• Systematized Reporting & Process Development:
  Proven track record in building and refining accounting operations and financial reporting processes within an operating company—critical for driving consistency and accuracy in financial data.
• Strong Relationship Management & Leadership:
  High EQ and IQ required to effectively partner with and mentor portfolio company controllers, while collaborating across entrepreneurial leadership teams within the investment platform.
• M&A Integration & Operational Support:
  Hands-on player-coach role leading post-acquisition accounting integrations and system conversions, managing external partners, and ensuring seamless transitions during diligence and integration phases.

• Lead Accounting Ops:
  Own the month-end close and financial statement prep across the firm’s assets, ensuring accuracy and timeliness.
• Drive Reporting Repeatability:
  Build and roll out systematized financial reporting processes to deliver consolidated, fund-level insights for a $1B+ platform.
• Process Improvement:
  Continuously evaluate and streamline accounting workflows, pushing automation and collaborating cross-functionally to boost financial accuracy and performance.
• Audit + Compliance Management:
  Act as the go-to for external auditors, managing annual audits and ensuring strict GAAP and regulatory compliance.
• Mentorship & Management:
  Partner closely with portfolio company controllers, providing coaching, setting high standards, and fostering a culture of accountability and ongoing improvement.

$170,000 - $210,000 a year

#917 #Exponent Partners