CONTROLLER

Location: New York City (Hybrid)

Type: Full-time

Firm Overview

We are an operator-oriented investment platform focused on acquiring and scaling lower-middle-market businesses through control investments. We are long-term oriented and partner closely with management teams to drive operational improvement and durable value creation. The firm is currently investing its first institutional fund, with approximately $300 million of committed capital, focused on control-oriented private equity investments across targeted sectors.

Role Description

The Controller will oversee accounting, financial reporting, and internal controls across the firm and its investment vehicles. This is a foundational role that will work closely with senior leadership, auditors, tax advisors, and external administrators. The role will serve as a key partner in establishing scalable financial infrastructure as the platform grows.

Key Responsibilities for this position include:

• Overseeing firm and fund accounting, including month-end and year-end close processes

• Managing general ledger activity, journal entries, account reconciliations, and supporting schedules

• Managing cash controls, banking relationships, and cash forecasting; reviewing daily cash and investment activity as applicable

• Coordinating capital calls, distributions, and capital account activity; maintaining supporting documentation and audit trails

• Reviewing management fee calculations, expense allocations, and related billing/LP reporting support

• Preparing or overseeing preparation of quarterly and annual financial statements and supporting disclosures

• Coordinating with external fund administrators (as applicable), auditors, and tax advisors to ensure timely, accurate reporting

• Supporting partnership audit and tax processes with schedules and analysis for external auditors and tax preparers

• Maintaining and improving internal controls, policies, and procedures, including documentation and process discipline

• Supporting transaction-related accounting considerations including onboarding of new investments and integration planning

• Partnering cross-functionally with legal, tax, operations, and investment teams on new investments and restructurings

• Assisting with special projects, systems implementations, and internal ad hoc requests
  

Qualifications:

• Bachelor’s degree in Accounting required (or above)

• 5+ years of relevant experience in public accounting and/or private equity, investment management, or fund administration

• CPA / CPA Candidate strongly preferred

• Strong technical accounting skills and comfort with complex structures

• Strong analytical skills and attention to detail

• Proven ability to manage multiple projects, prioritize effectively, and operate in a fast-paced environment

• Strong working knowledge of Excel; experience with fund accounting systems a plus

• Experience working with external administrators and auditors preferred

The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, in the Firm’s sole discretion.

Expected annual base salary range:

$130,000 - $200,000

Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications and job location. For roles located outside of the US, please disregard the posted salary bands as these roles will follow a separate compensation process based on local market comparables.

Additional compensation and benefits offered in connection with the role consist of comprehensive health benefits, including but not limited to medical, dental, vision, and FSA benefits; paid time off; life insurance; 401(k) plan; and discretionary bonuses. Certain employees may also be eligible for equity and other incentive compensation at the Firm’s sole discretion.

The Firm is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws. This policy applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, transfer, leave of absence, compensation, and training.