Financial Controller

**Financial Controller** Location: Preference for hybrid (Boston, NYC), open to remote with travel **Company Overview:** Heritage Holding is a private equity firm focused on operational growth and acquisitions, this is an excellent opportunity for a skilled financial leader with M\&A/roll\-up and business consolidation experience. We plan to maintain a high growth trajectory and are looking for a talented Controller to join our team. This position will focus on oversight of the Heritage Fencing platform and 1bios, the Heritage remote patient monitoring platform. As these platforms continue to scale, the Controller will ultimately focus on one full\-time (estimated to be within the next 6\-12 months). **Key Responsibilities:** * **Financial Reporting:** Lead the preparation of consolidated financial statements for multiple entities on a monthly, quarterly, and annual basis, ensuring accuracy and compliance with accounting standards (GAAP). * **Financial Integration:** Lead post\-acquisition financial integrations for future acquisitions including ERP migrations, accounting changes, and consolidation of financials. * **Financial Analysis:** Conduct in\-depth financial analysis, including variance analysis, trend analysis, and cost analysis, to provide insights into the company’s financial performance and support strategic decision\-making. * **KPI Reporting and Analysis:** Lead efforts on reporting weekly key\-performance\-indicators and distributing to operational leaders and Heritage team. * **Cash Flow Management:** Manage cash flows across the organization, ensuring optimal liquidity and forecasting future financial needs. * **Audit Coordination:** Serve as the primary contact for external auditors, ensuring a smooth audit process and timely resolution of audit issues. Work closely with Heritage Holding’s team to manage due diligence processes. * **Budgeting \& Forecasting:** Oversee the budgeting process, creating detailed budgets, tracking performance, and providing variance reports to support leadership’s decision\-making. * **Compliance:** Ensure the company remains compliant with all financial regulations, including tax filings, government reporting, and financial disclosures. * **ERP System Oversight:** Manage financial data input into ERP systems, overseeing reporting, invoicing, and audit preparation. Optimize the use of ERP tools for financial reporting and automation. * **Process Improvement:** Lead initiatives to streamline and improve financial processes, enhancing accuracy and efficiency across the finance function. * **Cost Management:** Identify opportunities for cost savings across the organization and present recommendations to senior management. * **Lender Relations:** Act as the point of contact for financial institutions and lenders, managing financial reporting and compliance with loan covenants. * **Payroll Oversight:** Supervise payroll processes to ensure accuracy, compliance, and timely reporting. * **Regional B