Vice President of Finance/Controller

Overview

We are seeking a highly capable Vice President of Finance /Controller to own financial reporting and cash flow management across a rapidly scaling, multi-entity professional services platform.

This is a hands-on leadership role responsible for professionalizing the financial backbone of the business and driving measurable synergies across operating companies.

Position Responsibilities

Financial Reporting & Close

• Own monthly, quarterly, and annual financial reporting across the holding company and operating subsidiaries
• Drive a disciplined, predictable monthly close
• Ensure consistent accrual accounting, revenue recognition, and intercompany eliminations
• Standardize charts of accounts and reporting structures across all firms
• Produce high-quality, investor-ready financial reporting packages

Cash Flow & Financial Management

• Own short-term and medium-term cash forecasting, including rolling cash flow models
• Manage timing between accrual revenue, cash collections, partner compensation, management fees, and distributions
• Provide leadership with clear visibility into liquidity, profitability, and trends
• Proactively identify risks and opportunities related to cash flow and capital allocation

Investor Communications & Reporting

• Support investor reporting, data requests, and ongoing communications
• Prepare forecasts, variance analyses, and performance updates for investors
• Support diligence and reporting related to growth initiatives

Synergy Realization & Value Creation

• Partner with leadership to identify, quantify, and track platform synergies
• Support integration of acquired firms from a financial and operational perspective
• Develop frameworks to measure synergy realization, margin expansion, and operational leverage
• Translate integration initiatives into measurable financial outcomes

Technology, Systems & Data

• Work closely with the Chief Digital Officer to implement and optimize financial systems
• Help design and deploy a scalable financial systems architecture across the platform
• Leverage technology to improve reporting speed, accuracy, and cash visibility
• Partner with subsidiary leadership to drive adoption of standardized tools and processes
• Support automation, data integrity, and system integration initiatives

Forecasting, Budgeting & Strategic Support

• Own annual budgets, rolling forecasts, and scenario analysis
• Build and maintain models supporting acquisitions, integrations, and growth initiatives
• Provide insights into unit economics, margins, and performance trends
• Support strategic decision-making and long-term value creation initiatives

What Success Looks Like

• Financial reporting is timely, accurate, and trusted by leadership and investors
• Leadership has clear visibility into cash flow, profitability, and performance
• Synergies across the platform are identified, tracked, and realized
• Financial systems and processes scale effectively as the platform grows
• The finance function is viewed as a strategic value driver, not a reporting bottleneck

Ideal Candidate Profile

• Experience in an investor-backed, roll-up environment with significant M&A activity is critical for this role
• 10 years of progressive finance or accounting experience
• Strong grounding in accrual accounting and cash flow management
• Prior experience as a Controller, VP of Finance, or similar role
• High comfort level operating in fast-moving, evolving environments
• Strong systems and technology orientation
• CPA preferred but not required

Personal Attributes

• Hands-on, execution-focused operator
• Comfortable building structure where processes are still evolving
• Strong communicator with credibility across technical and non-technical audiences
• Proactive, solutions-oriented, and detail-driven
• Ownership mindset with a long-term platform view

Why This Role Matters

This role is foundational to the company’s ability to scale, integrate acquisitions, and create long-term value for investors. It is a true finance leadership position with meaningful impact across the organization.