JOB TITLE: Controller – Private Equity

REPORTS TO: Head of Accounting – Private Equity and Head of PE Practice

 

Escalon Services is a market leader in Essential Business Services under the Escalon, Full Stack Finance and Early Growth Financial brands.

We offer a one-stop,  services model for companies across multiple verticals, providing them a trusted resource for essential services ranging from fractional CFO services to HR, payroll, benefits, accounting, tax, and risk management.

Escalon Services is based in Palo Alto, California and has additional offices in New York, Norway, and India with a team of 1,000 employees.

 

Oversee the activities of the accounting department for clients - accurate and timely dissemination of financial management reports including, but not limited to, internal and external monthly financial statements and annual audits and annual budgets.

Accounting policies & procedures including: Accounting/ERP system selection/implementation, Setup Cash Flow, Purchase policy, Expense Policy, Capitalization Policy, Prepaid Recognition Policy, Stock Management solution, New initiatives (brick and mortar, credits, gift cards, etc.)

Managing of finance relationships with Vendors, Banks, Corporate Credit Cards, and Merchant Processors

Mentoring and guiding remote Accounting team

Project managing change management and business transformations

Revenue & COGS including: Ensuring proper margin recognition, Reconciling/Recording transactions (Sales, Deferrals, Accruals, Returns, Discounts, Write-offs), Monitoring Sales Orders (wholesale)

Inventory Management including: Good understanding of Inventory, Reconciling inventory (Physical, Sub to GL), Accruals, Samples, GWP, Inventory adjustments, Obsolescence, Monitor POs

Preparation of Budget vs. Actuals, Preparing narrative and Departmental views/meetings

Managing tax return process, facilitating requests from tax preparer, Tax firm correspondence Audit (if required) including: Managing audit process and facilitating requests from audit firm.

 

Bachelor's Degree in Accounting or Finance required

8-10+ years of accounting experience in a fast-paced environment

Must have 2+ years of reporting for Private Equity Portfolio company

1+ years management experience

Sophisticated depth of communication, analytical, and time management skills

Ability to multi-task efficiently from a remote work environment

Maintain high attention to detail and strict deadlines.

Advanced knowledge of QB Online & Desktop, Bill.com, Expensify, and Microsoft suite, especially excel

Functional knowledge of NetSuite, SAGE Intacct will be added advantage.