Portfolio Controller

Job Description

Job Description

Portfolio Controller

Location: Phoenix, AZ | On-site
Employment Type: Full-time
Pay Rate: $120,000–$130,000 annually + 5–10% bonus opportunity
Schedule: Monday–Friday | 5 days per week in office

CornerStone Professional Placement has partnered with a growing multi-entity organization in their search for an experienced Portfolio Controller to oversee accounting operations and financial performance for 4–5 offices. This position serves as the primary financial leader for assigned locations, functioning as a site-level CFO while managing month-end close, accounts receivable (AR), accounts payable (AP), profit and loss (P&L), balance sheets, cash flow, and financial reporting.

We are seeking a proven accounting professional with strong financial leadership experience, expertise in US GAAP, and the ability to manage multiple entities simultaneously. The ideal candidate will demonstrate exceptional analytical skills, experience leading accounting teams, and the ability to partner with office leadership to drive financial performance, strengthen internal controls, and support business growth.

Responsibilities:

• Lead the complete month-end close process for 4–5 offices, including journal entries, account reconciliations, balance sheets, income statements, cash flow reporting, and GAAP compliance.
• Oversee AR, AP, cash management, collections, revenue recognition (ASC 606), and working capital performance while maintaining accurate financial records.
• Analyze P&L statements, financial trends, budget variances, and key performance indicators to provide actionable recommendations to office leadership.
• Serve as the primary financial business partner to managing partners and senior leadership, preparing financial reporting packages and supporting strategic decisions.
• Manage and develop offshore accounting team members, review financial deliverables, maintain internal controls, and coordinate audit requirements.
• Support multi-entity consolidation, intercompany reconciliations, lender reporting, and covenant compliance using Sage Intacct or comparable ERP systems.
• Lead accounting integration for newly acquired offices, including ERP conversions, opening balances, seller notes, earnouts, and post-acquisition reconciliations.
• Identify opportunities to streamline accounting processes, improve reporting accuracy, and implement automation and standardized financial workflows.

Requirements:

• Bachelor's degree in Accounting, Finance, or a related field; active CPA license or actively pursuing CPA certification with expected completion within 12 months.
• Minimum 5–7 years of progressive accounting experience, including at least 2 years in a supervisory or management role, with demonstrated ownership of month-end close, financial reporting, and multi-entity accounting.
• Strong knowledge of US GAAP, financial statement preparation, AR/AP management, internal controls, advanced Microsoft Excel, and Sage Intacct or a comparable ERP system.

Preferred Qualifications:

• Experience in professional services, CPA firms, private equity-backed organizations, or Big 4/national public accounting firms.
• Background in mergers and acquisitions (M&A), post-acquisition integration, ASC 805 purchase accounting, lender reporting, or Quality of Earnings (QofE) analysis.
• Experience managing offshore accounting teams and leveraging financial automation or AI tools such as ChatGPT, Claude, or Microsoft Copilot.