Controller

Chicago, IL /
Portage Point Partners /
Accounting
Portage Point is an elite boutique business advisory, interim management and financial services firm that partners with companies and their stakeholders during periods of complexity, transition and underperformance. We are an operationally-oriented and financially-grounded team encompassing a broad range of expertise built to maximize value and align stakeholder interests while guiding businesses through the most urgent and complex challenges ranging from performance improvement to corporate finance to accelerated transformation to complex financial restructuring

Portage Point is currently seeking an exceptional Controller to strengthen our operational backbone. Our team members are frequently given significant responsibility beyond their prior experience level, creating opportunity for unconstrained personal and professional advancement.

The Controller role at Portage Point represents a unique opportunity for a highly-capable professional to assume a wide set of responsibilities and make a significant impact in a fast-paced, entrepreneurial environment. The Controller will focus on all aspects of financial accounting, planning, analysis and reporting and should be prepared to work within a small, collaborative team environment to manage discrete work streams. 

Responsibilities

    • Leading and directing all accounting, budgeting, tax, financial reporting and auditing requirements
    • Working directly with senior personnel at Portage Point to prepare internal and external financial statements and forecasts
    • Providing management with information vital to the decision-making process including developing and managing (1) financial budgets, (2) budget versus actual reporting and (3) key performance indicators (“KPI”)
    • Assessing current accounting operations, offering recommendations for improvement and implementing new processes
    • Completing regulatory reporting, including but not limited to bank reporting, state registrations and withholding reporting and tax reporting
    • Overseeing complex retirement saving programs and liaising with third party administrator
    • Overseeing business insurance coverage and liasing with insurance broker
    • Overseeing accounts payable, accounts receivable and payroll liaising with outsourced partner
    • Managing entity registration and reporting
    • Coordinating invoicing and project accounting
    • Preparing client bankruptcy-related fee applications

Qualifications

    • Bachelor’s degree in accounting
    • Valid CPA status
    • Proficiency in accounting software
    • Working understanding of tax codes and laws
    • Proficiency in financial modeling including ability to prepare three statement models, dynamic KPI packages and ad hoc analysis
    • High degree of maturity with a proven ability to interact with management, team members and external partners
    • Effectively communicates analysis through Microsoft Excel, Word and PowerPoint including high-quality messaging, structure and formatting
    • Ability to successfully work in a small, collaborative team environment
    • Eagerness to be responsive at all times
    • Excellent written and verbal communication skills including strong e-mail etiquette
    • Top-tier organizational and project management skills and attention to detail
    • Self-starter and entrepreneurial in nature

Compensation

    • Competitive compensation with quarterly bonus payments, premium health insurance and 401(k) programs