What we believe
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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