Career Opportunity
Portfolio Controller
Category
Accounting
Location
Boulder, Colorado
Salary
$140,000 - $160,000
Job Reference
248849
Portfolio Controller
The Portfolio Controller will serve as a hands-on finance leader responsible for establishing and strengthening the accounting and financial infrastructure across a growing portfolio of businesses. This role will partner closely with company leadership and operations teams to improve financial reporting, budgeting, cost visibility, controls, systems, and overall financial discipline.
The ideal candidate is a proactive, operationally minded finance professional who is comfortable stepping into evolving environments, creating structure where limited processes currently exist, and balancing strategic oversight with hands-on execution.
Responsibilities
- Establish reliable financial reporting and accounting processes, ensuring leadership has timely and accurate visibility into business performance.
- Assess existing accounting practices and develop the financial infrastructure, policies, controls, and processes necessary to support continued growth.
- Lead budgeting, forecasting, and ongoing financial performance tracking across departments, projects, and business units.
- Develop cost accounting and tracking structures that provide visibility into project, contract, resource, and departmental performance.
- Monitor capital deployment and spending against approved budgets and strategic plans, identifying variances and areas requiring management attention.
- Establish consistent monthly and periodic reporting packages, including financial statements, management reporting, variance analysis, and key performance metrics.
- Partner with operational and executive leadership to improve financial planning, decision support, accountability, and overall business performance.
- Coordinate audit readiness and financial reporting activities, working closely with external auditors, advisors, and other third-party partners.
- Support accounting conversions, process improvements, and other initiatives designed to strengthen the accuracy and scalability of the finance function.
- Lead or support ERP implementations and financial systems enhancements, including integration with broader organizational systems and reporting requirements.
- Develop standardized financial processes and reporting practices that can be implemented consistently across multiple entities.
- Serve as a trusted finance partner to leadership teams, introducing appropriate financial discipline while remaining adaptable to entrepreneurial and fast-moving operating environments.
Qualifications
- 5+ years of experience
- Accounting leadership, or senior finance experience within a complex or growth-oriented organization.
- Experience building or professionalizing accounting and finance functions, including budgeting, reporting, internal controls, cost tracking, and financial processes.
- Strong understanding of GAAP, financial reporting, general ledger accounting, month-end close, and financial controls.
- Experience supporting audits and working directly with external auditors and financial advisors.
- Demonstrated experience implementing, upgrading, or optimizing ERP and financial systems; NetSuite experience is a plus.
- Experience within manufacturing or project-based environment is preferred.
- Hands-on and proactive leadership style with the willingness to work in the details while building scalable processes for the future.
- Strong communication and interpersonal skills with the ability to build credibility with executives, operational leaders, and entrepreneurial management teams.
- Comfortable operating independently in fast-paced environments where processes and infrastructure are still developing.
Portfolio Controller
The Portfolio Controller will serve as a hands-on finance leader responsible for establishing and strengthening the accounting and financial infrastructure across a growing portfolio of businesses. This role will partner closely with company leadership and operations teams to improve financial reporting, budgeting, cost visibility, controls, systems, and overall financial discipline.
The ideal candidate is a proactive, operationally minded finance professional who is comfortable stepping into evolving environments, creating structure where limited processes currently exist, and balancing strategic oversight with hands-on execution.
Responsibilities
- Establish reliable financial reporting and accounting processes, ensuring leadership has timely and accurate visibility into business performance.
- Assess existing accounting practices and develop the financial infrastructure, policies, controls, and processes necessary to support continued growth.
- Lead budgeting, forecasting, and ongoing financial performance tracking across departments, projects, and business units.
- Develop cost accounting and tracking structures that provide visibility into project, contract, resource, and departmental performance.
- Monitor capital deployment and spending against approved budgets and strategic plans, identifying variances and areas requiring management attention.
- Establish consistent monthly and periodic reporting packages, including financial statements, management reporting, variance analysis, and key performance metrics.
- Partner with operational and executive leadership to improve financial planning, decision support, accountability, and overall business performance.
- Coordinate audit readiness and financial reporting activities, working closely with external auditors, advisors, and other third-party partners.
- Support accounting conversions, process improvements, and other initiatives designed to strengthen the accuracy and scalability of the finance function.
- Lead or support ERP implementations and financial systems enhancements, including integration with broader organizational systems and reporting requirements.
- Develop standardized financial processes and reporting practices that can be implemented consistently across multiple entities.
- Serve as a trusted finance partner to leadership teams, introducing appropriate financial discipline while remaining adaptable to entrepreneurial and fast-moving operating environments.
Qualifications
- 5+ years of experience
- Accounting leadership, or senior finance experience within a complex or growth-oriented organization.
- Experience building or professionalizing accounting and finance functions, including budgeting, reporting, internal controls, cost tracking, and financial processes.
- Strong understanding of GAAP, financial reporting, general ledger accounting, month-end close, and financial controls.
- Experience supporting audits and working directly with external auditors and financial advisors.
- Demonstrated experience implementing, upgrading, or optimizing ERP and financial systems; NetSuite experience is a plus.
- Experience within manufacturing or project-based environment is preferred.
- Hands-on and proactive leadership style with the willingness to work in the details while building scalable processes for the future.
- Strong communication and interpersonal skills with the ability to build credibility with executives, operational leaders, and entrepreneurial management teams.
- Comfortable operating independently in fast-paced environments where processes and infrastructure are still developing.
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