Our client, a private equity firm based in San Diego, is seeking an experienced Interim Controller Consultant to support oversight of approximately 18 portfolio companies. This highly visible role will partner closely with the PE operating team and portfolio company leadership to review financial performance, evaluate liquidity needs, improve reporting processes, and provide guidance on complex accounting matters. The ideal candidate combines strong technical accounting expertise with advanced financial analysis and cash flow forecasting capabilities. Experience with close management and account reconciliation platforms such as BlackLine, FloQast, or similar solutions is required. Exposure to Numeric and accounting process optimization initiatives is highly preferred. Responsibilities Review and analyze monthly financial statement packages for approximately 18 portfolio companies. Evaluate financial performance, trends, key metrics, and areas of operational risk. Participate in weekly cash flow reviews with C-suite and portfolio company leadership teams. Develop, maintain, and analyze rolling 12-week cash flow forecasts. Assess liquidity requirements and support recommendations regarding cash infusions and capital allocation decisions. Serve as a trusted advisor on complex accounting transactions and technical accounting matters. Review month-end close processes and identify opportunities for increased efficiency and reporting accuracy. Support implementation, optimization, and adoption of Numeric across portfolio companies. Drive process improvements related to financial reporting, close management, account reconciliations, and internal controls. Create ad hoc financial analyses and presentations for executives and PE stakeholders. Partner with finance leaders across multiple entities to establish best practices and reporting consistency. Qualifications Bachelor's degree in Accounting or Finance; CPA strongly preferred. 10+ years of progressive accounting and finance experience, including Controller or Assistant Controller leadership. Prior experience supporting private equity-backed organizations preferred. Strong understanding of financial statement analysis, cash flow management, and technical accounting. Experience reviewing multi-entity or multi-company financial results. Advanced Excel skills, including complex formulas, modeling, pivot tables, and financial analysis. Hands-on experience with BlackLine, FloQast, Numeric, or similar close management platforms. Ability to communicate effectively with CFOs, Controllers, CEOs, and PE operating partners. Proven ability to work independently in a fast-paced, remote consulting environment.

Analyze Financial Statements, Financial Statement, Monthly Financial Statements, Review Financial Statements, BlackLine, FloQast, Microsoft Excel, Optimization, Cash Flow Statements, Daily Cash Flow

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Cardiff-by-the-Sea, CA
remote
Temporary / Contract
59.375 - 68.75 USD / Hourly
Our client, a private equity firm based in San Diego, is seeking an experienced Interim Controller Consultant to support oversight of approximately 18 portfolio companies. This highly visible role will partner closely with the PE operating team and portfolio company leadership to review financial performance, evaluate liquidity needs, improve reporting processes, and provide guidance on complex accounting matters. The ideal candidate combines strong technical accounting expertise with advanced financial analysis and cash flow forecasting capabilities. Experience with close management and account reconciliation platforms such as BlackLine, FloQast, or similar solutions is required. Exposure to Numeric and accounting process optimization initiatives is highly preferred. Responsibilities Review and analyze monthly financial statement packages for approximately 18 portfolio companies. Evaluate financial performance, trends, key metrics, and areas of operational risk. Participate in weekly cash flow reviews with C-suite and portfolio company leadership teams. Develop, maintain, and analyze rolling 12-week cash flow forecasts. Assess liquidity requirements and support recommendations regarding cash infusions and capital allocation decisions. Serve as a trusted advisor on complex accounting transactions and technical accounting matters. Review month-end close processes and identify opportunities for increased efficiency and reporting accuracy. Support implementation, optimization, and adoption of Numeric across portfolio companies. Drive process improvements related to financial reporting, close management, account reconciliations, and internal controls. Create ad hoc financial analyses and presentations for executives and PE stakeholders. Partner with finance leaders across multiple entities to establish best practices and reporting consistency. Qualifications Bachelor's degree in Accounting or Finance; CPA strongly preferred. 10+ years of progressive accounting and finance experience, including Controller or Assistant Controller leadership. Prior experience supporting private equity-backed organizations preferred. Strong understanding of financial statement analysis, cash flow management, and technical accounting. Experience reviewing multi-entity or multi-company financial results. Advanced Excel skills, including complex formulas, modeling, pivot tables, and financial analysis. Hands-on experience with BlackLine, FloQast, Numeric, or similar close management platforms. Ability to communicate effectively with CFOs, Controllers, CEOs, and PE operating partners. Proven ability to work independently in a fast-paced, remote consulting environment.
2026-08-28T00:00:00Z