Job Description

Job Description

Job description

JOB TITLE: Controller – Private Equity

REPORTS TO: Head of Accounting – Private Equity and Head of PE Practice

About Us:

Escalon Services is a market leader in Essential Business Services under the Escalon, Full Stack Finance and Early Growth Financial brands.

We offer a one-stop, services model for companies across multiple verticals, providing them a trusted resource for essential services ranging from fractional CFO services to HR, payroll, benefits, accounting, tax, and risk management.

Escalon Services is based in Palo Alto, California and has additional offices in New York, Norway, and India with a team of 1,000 employees.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Oversee the activities of the accounting department for clients - accurate and timely dissemination of financial management reports including, but not limited to, internal and external monthly financial statements and annual audits and annual budgets.
• Accounting policies & procedures including: Accounting/ERP system selection/implementation, Setup Cash Flow, Purchase policy, Expense Policy, Capitalization Policy, Prepaid Recognition Policy, Stock Management solution, New initiatives (brick and mortar, credits, gift cards, etc.)
• Managing of finance relationships with Vendors, Banks, Corporate Credit Cards, and Merchant Processors
• Mentoring and guiding remote Accounting team
• Project managing change management and business transformations
• Revenue & COGS including: Ensuring proper margin recognition, Reconciling/Recording transactions (Sales, Deferrals, Accruals, Returns, Discounts, Write-offs), Monitoring Sales Orders (wholesale)
• Inventory Management including: Good understanding of Inventory, Reconciling inventory (Physical, Sub to GL), Accruals, Samples, GWP, Inventory adjustments, Obsolescence, Monitor POs
• Preparation of Budget vs. Actuals, Preparing narrative and Departmental views/meetings
• Managing tax return process, facilitating requests from tax preparer, Tax firm correspondence Audit (if required) including: Managing audit process and facilitating requests from audit firm.

QUALIFICATIONS

• Bachelor's Degree in Accounting or Finance required
• 8-10+ years of accounting experience in a fast-paced environment
• Must have 2+ years of reporting for Private Equity Portfolio company
• 1+ years management experience
• Sophisticated depth of communication, analytical, and time management skills
• Ability to multi-task efficiently from a remote work environment
• Maintain high attention to detail and strict deadlines.
• Advanced knowledge of QB Online & Desktop, Bill.com, Expensify, and Microsoft suite, especially excel
• Functional knowledge of NetSuite, SAGE Intacct will be added advantage.

Company Description

Early Growth Financial Services (EGFS) is an outsourced financial services firm that provides accounting, CFO, strategic finance, tax, and valuation services and support to small to mid-sized companies at every stage of the development process. EGFS currently supports 10-15% of all venture-backed companies in the US. With on-the-ground operations in 9 markets -- from Silicon Valley to Chicago to NYC -- EGFS supports the finance function for 500+ clients including TechShop, Indiegogo, OUYA, ZenDesk, Klout, RocketSpace, Open ERP, and more! EGFS earned the #13 spot in Silicon Valley Business Journal's 2014 Fast Private Award, the #797 spot on the Inc. 5000 for 2014, and the #3 spot in the Inc. 5000 for fastest growing company in San Jose. We are growing and looking for talented, driven people to grow with us!
EGFS was ranked #5 in Silicon Valley Business Journal's Fastest Growing Private Company Award for 2013. We are proud of this achievement and see it as proof positive that we provide an invaluable service to small businesses. For a sampling of our clients and more information, please visit our website at earlygrowthfinancialservices.com

Company Description

Early Growth Financial Services (EGFS) is an outsourced financial services firm that provides accounting, CFO, strategic finance, tax, and valuation services and support to small to mid-sized companies at every stage of the development process. EGFS currently supports 10-15% of all venture-backed companies in the US. With on-the-ground operations in 9 markets -- from Silicon Valley to Chicago to NYC -- EGFS supports the finance function for 500+ clients including TechShop, Indiegogo, OUYA, ZenDesk, Klout, RocketSpace, Open ERP, and more! EGFS earned the #13 spot in Silicon Valley Business Journal's 2014 Fast Private Award, the #797 spot on the Inc. 5000 for 2014, and the #3 spot in the Inc. 5000 for fastest growing company in San Jose. We are growing and looking for talented, driven people to grow with us!\r\nEGFS was ranked #5 in Silicon Valley Business Journal's Fastest Growing Private Company Award for 2013. We are proud of this achievement and see it as proof positive that we provide an invaluable service to small businesses. For a sampling of our clients and more information, please visit our website at earlygrowthfinancialservices.com