In the past few years, private equity investors have invested more than a trillion dollars in software and tech-enabled companies. And in many cases, the underlying tech is the greatest enabler to the business strategy. But has the approach to govern technology value creation caught up to the magnitude of the risk?
We believe a better way is possible – a more programmatic, proactive approach to actively manage technology throughout the investment lifecycle – and that’s what we do.
Our role
We know that technology can create truly transformative change, and its role in business is only growing. Crosslake is here to support the changemakers and help them buy, build and run better technology.
What we value
You could be a good fit for Crosslake if you see yourself reflected in our guiding values:
Service. We effect change by empowering others.
Curiosity. We believe great advice starts with deep understanding.
Credibility. Our expertise is earned and proven.
Commitment. It’s our privilege to serve clients in their critical moments.
Creativity. We are inspired by the constant pursuit of better.
Overview
The Controller will report to the vice president of finance and work closely with our accounting team. This position will be accountable for the accounting operations of the company and in charge of closely monitoring the company’s financial health. This includes the production of periodic financial reports, maintenance of an adequate system of accounting records, and a comprehensive set of controls and budgets designed to mitigate risk.
Expected Results
Manage and review monthly close, including revenue recognition, journal entries, reconciliations, cost center allocations, and other balance sheet and P&L accounts
Ensure the accuracy and productivity of day-to-day activities of accounts payable, cash disbursements, invoicing/billing, customer credit and collections, fixed and prepaid asset records, general and entity accounting, and tax planning and accounting
Develop and timely deliver financial statements and ad hoc reporting for the executive team and board, including collaborating with the financial planning and analysis team where necessary
Evaluate and improve company processes, implementing and/or revising internal controls where necessary
Lead the annual financial audit, coordinating with an external audit firm
Work closely with upper management to drive operating efficiencies
Ensure the company complies with financial regulations as well as other legal and regulatory requirements
Managing the accumulation of all financial data necessary for an accurate accounting of consolidated business results
Evaluating the effectiveness of accounting software and supporting database, as needed
Guide the professional growth and development of all accounting staff
Performs other related duties as necessary or assigned
Requirements
7+ years of experience in a similar role with at least 2 years in a manager role, preferably in the Professional Services industry
CPA credential required
Bachelor’s degree in accounting or finance strongly preferred
NetSuite accounting system experience strongly preferred
OpenAir or other professional services automation (PSA) systems experience a plus
Experience with international consolidation, particularly involving the UK, strongly preferred
Strong communication skills, as this position will frequently speak with clients and members of the management team
Meticulous attention to detail and ability to work independently with moderate supervision
Ability to prioritize multiple demands in a fast-paced and dynamic environment
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